Senior FP&A Advisory Strategist

Cherry Bekaert LLP; Orlando (FL); Ibrido; USD 85.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual bonus

Medical, dental and vision coverage

Paid Time Off

Retirement plans

Descrizione del lavoro

Cherry Bekaert LLP in the United States seeks a Senior Associate in FP&A Advisory Services to deliver financial planning and analysis engagements for middle-market clients, including PE-backed portfolio companies. You will support CFOs in building scalable forecasting models and enabling strategic decision-making with data-driven insights.

The role emphasizes technical finance, data analytics, and business acumen to drive value creation and operational efficiency, with hybrid work options and

Competenze

• Bachelor’s Degree in Finance, Accounting, Economics, or related field.
• Minimum 3 years of FP&A/corporate finance or consulting experience in a public accounting firm, PE-backed company, or middle-market environment.
• Proficiency in Python, SQL, R, and other data languages.
• In-depth understanding of probability and 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 skills.
• Ability to travel up to 40% as needed.

Mansioni

• Develop 13-week cash flow forecasts and long-range financial models.
• Design and optimize budgeting and forecasting processes.
• Create KPI and dashboard visuals 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-level spend and revenue trends.
• Interview clients and engage stakeholders to validate assumptions.
• Transform data and visualize results using Excel and BI tools.
• Support M&A readiness and integration planning.

Conoscenze

Python

SQL

R

Advanced Excel

Forecasting

Data visualization

Communication

Formazione

Bachelor’s Degree in Finance/Accounting/Economics

Strumenti

Power BI

Tableau

NetSuite

Sage Intacct

Adaptive Insights

Descrizione del lavoro

Cherry Bekaert LLP in the United States seeks a Senior Associate in FP&A Advisory Services to deliver financial planning and analysis engagements for middle-market clients, including PE-backed portfolio companies. You will support CFOs in building scalable forecasting models and enabling strategic decision-making with data-driven insights.

The role emphasizes technical finance, data analytics, and business acumen to drive value creation and operational efficiency, with hybrid work options and