Senior FP&A Advisory: Forecasting & Modeling Lead

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

Job summary

Cherry Bekaert LLP is seeking a Senior Associate in FP&A Advisory Services to deliver budgeting, forecasting, and financial modeling for middle-market clients, including private equity-backed portfolios.

You will support CFOs with 13-week cash flow forecasts, KPI dashboards, scenario modeling, and liquidity analysis using Excel, Python/SQL, and BI tools. Travel up to 40% may be required. This role blends finance expertise with data analytics in a hybrid, deadline-driven environment.

Qualifications

• Bachelor's degree in finance, accounting, economics or related field.
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Responsibilities

• Develop 13-week cash flow forecasts and long-range financial models.

Skills

Python

SQL

R

Advanced Excel

Forecasting principles

Communication skills

Data languages

Probability & statistics

Education

Bachelor's Degree in Finance/Accounting/Economics

Tools

NetSuite

Sage Intacct

Adaptive Insights

Power BI

Tableau

Job description

Cherry Bekaert LLP is seeking a Senior Associate in FP&A Advisory Services to deliver budgeting, forecasting, and financial modeling for middle-market clients, including private equity-backed portfolios.

You will support CFOs with 13-week cash flow forecasts, KPI dashboards, scenario modeling, and liquidity analysis using Excel, Python/SQL, and BI tools. Travel up to 40% may be required. This role blends finance expertise with data analytics in a hybrid, deadline-driven environment.