Senior FP&A Associate: Strategic Forecasting & Analytics

Cherry Bekaert; Richmond (VA); Presencial; USD 85 000 - 125 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive compensation

Comprehensive benefits

Paid time off and retirement plans

Resumo da oferta

Cherry Bekaert LLP in Richmond, VA seeks a Senior Associate in FP&A Advisory Services to deliver financial planning and analysis engagements for middle-market clients. You will support CFOs with scalable forecasting models, performance analysis, and data-driven decision support.

The role emphasizes finance analytics, Excel/BI tool usage, and collaboration with private equity-backed portfolios, offering growth in technical finance and business acumen within a hybrid environment.

Qualificações

• Bachelor’s degree in finance, accounting, economics or related field
• Minimum 3 years of FP&A, corporate finance or consulting experience in public accounting, private equity-backed company or middle-market environment
• Proficiency in Python, SQL, R and other data languages
• Strong 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

Responsabilidades

• 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

Conhecimentos

Python

SQL

R

Statistics

Excel

Forecasting

Communication

Travel

Formação académica

Bachelor’s Degree in Finance, Accounting, Economics

Ferramentas

NetSuite

Sage Intacct

Adaptive Insights

Descrição da oferta de emprego

Cherry Bekaert LLP in Richmond, VA seeks a Senior Associate in FP&A Advisory Services to deliver financial planning and analysis engagements for middle-market clients. You will support CFOs with scalable forecasting models, performance analysis, and data-driven decision support.

The role emphasizes finance analytics, Excel/BI tool usage, and collaboration with private equity-backed portfolios, offering growth in technical finance and business acumen within a hybrid environment.