Senior Associate FP&A (CFO Advisory Services)

Cherry Bekaert LLP; Fort Lauderdale (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Cherry Bekaert LLP is seeking a Senior Associate in FP&A Advisory Services to deliver financial planning and analysis engagements for middle-market clients, including private equity-backed portfolio companies. You will support CFOs and senior finance leaders with scalable forecasting models, performance analysis, and data-driven decision support.

You will work on 13-week cash flow forecasts, budgeting processes, KPI dashboards, scenario modeling, and M&A readiness.

Qualifications

• Bachelor’s degree in finance, accounting, economics or related field.
• At least 3 years of FP&A, corporate finance, or consulting experience in relevant environments.
• Proficiency in Python, SQL, R and data languages.
• Strong knowledge of forecasting principles and financial statements.

Responsibilities

• Develop 13-week cash flow forecasts and long-range financial models.
• Design and optimize budgeting and forecasting processes.
• Create KPI dashboards for financial and operational metrics.
• Perform scenario modeling and sensitivity analyses.
• Analyze margins and profitability by product, customer, or unit.
• Assess working capital and liquidity.
• Analyze department spend and revenue trends.
• Conduct client interviews and stakeholder engagement to validate assumptions.
• Transform data and create visualizations using Excel and BI tools.
• Support for M&A readiness and integration planning.

Skills

Probability & statistics

Financial analysis

Data analysis

Education

Bachelor’s Degree in Finance, Accounting, Economics, or related field

Tools

Python

SQL

R

Excel (Advanced)

Pivot Tables

NetSuite

Sage Intacct

Adaptive Insights

Job description

As a Senior Associate in FP&A Advisory Services , you will play a critical role in delivering financial planning and analysis engagements to middle-market clients, including private equity-backed portfolio companies. You will support CFOs and senior finance leaders in building scalable forecasting models, analyzing performance drivers, and enabling strategic decision-making. This role blends technical finance expertise, data analytics, and business acumen to drive value creation and operational efficiency.

Key Responsibilities

As a Senior Associate, you can expect to support the following types of projects:

• Development of 13-week cash flow forecasts and long-range financial models
• Budgeting and forecasting process design and optimization
• KPI and dashboard development for financial and operational metrics
• Scenario modeling and sensitivity analysis
• Margin and profitability analysis by product, customer, or business unit
• Working capital and liquidity analysis
• Department-level spend and revenue trend analysis
• Client interviews and stakeholder engagement to validate assumptions
• Data transformation and visualization using Excel and BI tools
• Support for M&A readiness and integration planning

Qualifications

Required:

• Bachelor’s Degree in Finance, Accounting, Economics, or related field
• Minimum 3 years of relevant experience in FP&A, corporate finance, or consulting within a public accounting firm, private equity-backed company, or middle-market environment
• Proficiency in Python, SQL, R, and other data languages
• In-Depth understanding of probability & statistics
• Strong understanding of financial statements and forecasting principles
• Advanced Excel skills including dynamic formulas, pivot tables, and scenario modeling
• Experience with budgeting tools and ERP systems (e.g., NetSuite, Sage Intacct, Adaptive Insights)
• Strong organizational skills and attention to detail