Senior FP&A Advisor – Forecasting, Analytics & Growth

Cherry Bekaert LLP; Dallas (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Cherry Bekaert LLP in Dallas seeks 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 in building scalable forecasting models, analyzing performance drivers, and enabling strategic decision making.

This role blends technical finance, data analytics, and business acumen to drive value creation and operational efficiency.

Qualifications

• Bachelor’s degree in finance, accounting, economics or related field.
• Minimum 3 years FP&A, corporate finance or consulting experience.
• Proficiency in Python, SQL, R and data languages.
• Strong understanding of forecasting principles and financial statements.
• Advanced Excel with pivot tables and scenario modeling.
• Experience with budgeting tools and ERP systems like NetSuite or Sage.
• Excellent organizational and communication skills; up to 40% travel.

Responsibilities

• Develop 13-week cash flow forecasts and long-range financial models.
• Design and optimize budgeting and forecasting processes.
• Create KPI dashboards and financial/operational metrics.
• Perform scenario modeling and sensitivity analysis.
• Analyze margins and profitability by product, customer, or unit.
• Assess working capital and liquidity; analyze spend and revenues.
• Engage with clients to validate assumptions and gather data.
• Transform data and visualize insights using Excel and BI tools.
• Support M&A readiness and integration planning.

Skills

Python

SQL

R

Advanced Excel

Forecasting

Communication

Travel up to 40%

Education

Bachelor’s Degree in Finance/Accounting/Economics

Tools

NetSuite

Sage Intacct

Adaptive Insights

Power BI

Tableau

Job description

Cherry Bekaert LLP in Dallas seeks 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 in building scalable forecasting models, analyzing performance drivers, and enabling strategic decision making.

This role blends technical finance, data analytics, and business acumen to drive value creation and operational efficiency.