Job description

As a Senior Associate in FP&A Advisory Services , you will play a critical role in delivering financial planning and analysis engagements to middle-market clients, including private equity-backed portfolio companies. You will support CFOs and senior finance leaders in building scalable forecasting models, analyzing performance drivers, and enabling strategic decision-making. This role blends technical finance expertise, data analytics, and business acumen to drive value creation and operational efficiency. Key Responsibilities As a Senior Associate, you can expect to support the following types of projects: 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 Qualifications Required: Bachelor’s Degree in Finance, Accounting, Economics, or related field Minimum 3 years of relevant experience in FP&A, corporate finance, or consulting within a public accounting firm, private equity-backed company, or middle-market environment 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 (e.g., 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 Preferred: CPA, CFA, or MBA designation Experience with Power BI, Tableau, or similar visualization tools Familiarity with private equity operating models and reporting requirements Experience with cash flow modeling and liquidity planning Ability to troubleshoot and solve reconciliation and variance issues Comfortable working in hybrid and deadline-driven environments What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: Pay From: $85,000 to $124,900 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit cbh.com Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. careers.cbh.com contains further information regarding the firm s compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.   Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at  careers.cbh.com and follow us on LinkedIn, Instagram, Twitter and Facebook.  © 2026 Cherry Bekaert. All Rights Reserved.

Requirements

Must-haves

As a Senior Associate, you can expect to support the following types of projects:
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
Bachelor’s Degree in Finance, Accounting, Economics, or related field
Minimum 3 years of relevant experience in FP&A, corporate finance, or consulting within a public accounting firm, private equity-backed company, or middle-market environment
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 (e.g., NetSuite, Sage Intacct, Adaptive Insights)

Nice-to-haves

CPA, CFA, or MBA designation
Experience with Power BI, Tableau, or similar visualization tools
Familiarity with private equity operating models and reporting requirements
Experience with cash flow modeling and liquidity planning
Ability to troubleshoot and solve reconciliation and variance issues
Comfortable working in hybrid and deadline-driven environments

Application prep

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Keywords to mirror

pythonsql

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

Paid Time Off

Professional Development