Senior FP&A Advisor — Strategic Forecasting & Modeling

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

Job summary

Cherry Bekaert LLP in Orlando, FL 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.

The role combines finance expertise with data analytics and business insight, requiring advanced Excel, coding in Python/SQL/R, and experience

Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, or related field.
• Minimum 3 years of FP&A, corporate finance, or consulting experience.
• 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 (NetSuite, Sage Intacct, Adaptive Insights).
• Strong organizational skills and attention to detail.
• Effective oral and written communication.
• Ability to travel up to 40% as needed.

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.
• 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.

Skills

FP&A advisory

Forecasting

Data analysis

Communication

Travel up to 40%

Education

Bachelor’s Degree in Finance/Accounting/Economics

CPA/CFA/MBA (preferred)

Tools

Python

SQL

R

Excel

Power BI

Tableau

NetSuite

Sage Intacct

Adaptive Insights

Job description

Cherry Bekaert LLP in Orlando, FL 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.

The role combines finance expertise with data analytics and business insight, requiring advanced Excel, coding in Python/SQL/R, and experience