Senior FP&A Advisor: Strategic Forecasting & Modeling

Cherry Bekaert LLP; Charlotte (NC); Hybrid; USD 85,000 - 125,000; Full time

Job summary

Cherry Bekaert LLP in Charlotte, NC seeks a Senior Associate in FP&A Advisory Services to deliver financial planning and analysis engagements for middle-market clients. You will build scalable forecasting models, analyze performance drivers, and enable strategic decision-making with data analytics and business insight.

The role requires strong finance knowledge, advanced Excel, and experience with ERP and BI tools, with up to 40% travel. Hybrid work is supported.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• Minimum 3 years FP&A, corporate finance, or consulting in relevant environments.
• Proficiency in Python, SQL, R, and data languages.
• Advanced Excel with dynamic formulas, pivot tables and scenario modeling.

Responsibilities

• 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.
• Data transformation and visualization using Excel and BI tools.
• Support for M&A readiness and integration planning.

Skills

Python

SQL

R

Statistics

Forecasting

Advanced Excel

Communication

Education

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

Tools

NetSuite

Sage Intacct

Adaptive Insights

Power BI

Tableau

Job description

Cherry Bekaert LLP in Charlotte, NC seeks a Senior Associate in FP&A Advisory Services to deliver financial planning and analysis engagements for middle-market clients. You will build scalable forecasting models, analyze performance drivers, and enable strategic decision-making with data analytics and business insight.

The role requires strong finance knowledge, advanced Excel, and experience with ERP and BI tools, with up to 40% travel. Hybrid work is supported.