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Cordia Resources by Cherry Bekaert · 2 months ago

Principal Financial Planning Analyst 16748553

Fairfax, VA

Full-time

Onsite

Lead/Staff

9+ years exp

Cordia Resources by Cherry Bekaert is a rapidly growing, private equity–backed technology and engineering firm in the aerospace and defense sector. They are seeking a Principal Financial Planning Analyst to serve as a strategic partner to executive leadership, driving financial insight and supporting strategic planning initiatives.

ConsultingProfessional ServicesRecruitingStaffing Agency

Responsibilities

Lead the development and maintenance of financial forecasts, annual operating plans, and long-range strategic models

Partner with executive leadership and functional teams to translate business drivers into actionable financial insights and performance metrics

Analyze revenue, margin, and cost trends to identify opportunities for growth, efficiency, and improved profitability

Drive monthly and quarterly management reporting, including variance analysis, KPIs, and executive presentations

Support valuation modeling, scenario planning, and sensitivity analysis for board and investor discussions

Collaborate cross-functionally to improve forecast accuracy and streamline data flows across ERP, project, and BI systems

Build and enhance financial models to support decision-making around pricing, capital allocation, and resource planning

Support due diligence, integration, and strategic initiatives related to private equity investment and future exit strategy

Develop and refine dashboards and automated reporting tools to improve visibility and speed of information delivery

Continuously evaluate and improve FP&A processes, tools, and methodologies to support a more agile, data-driven finance function

Qualification

Financial modelingFP&A experienceForecastingData analysisExcel proficiencyPower BIERP systemsExecutive communicationBusiness acumenIntellectual curiosityAttention to detailCollaboration skills

Required

Bachelor's degree in Finance, Accounting, Economics, or related field

9+ years of progressive experience (or 7+ with a Master's degree) in FP&A, corporate finance, or related analytical roles

Experience in government contracting

Advanced financial modeling and analytical skills, with demonstrated ability to translate data into actionable insights

Experience with forecasting, budgeting, and variance analysis in a multi-project or multi-business environment

Strong cross-functional collaboration and executive communication skills

Proficiency with Excel, Power BI (or similar), and ERP systems

Proven success improving FP&A processes, data automation, or dashboarding initiatives

Exceptional attention to detail, accuracy, and intellectual curiosity

Preferred

MBA, CMA, and/or CPA

Experience in a private equity–backed environment

Experience in manufacturing

Familiarity with revenue recognition, indirect rate structures, and cost allocations

Experience supporting valuation modeling, M&A, or investor reporting

Strong business acumen and executive presence

Benefits

Comprehensive health, dental, and vision coverage

Life and disability insurance

Ancillary benefits (accident, critical illness, hospital, pet)

Spending accounts (HSA, FSA, DCFSA)

Paid time off and holidays

401(k) with company match

Tuition reimbursement

Parental, pregnancy, and military leave

Potential annual bonus

Company

Cordia Resources by Cherry Bekaert

Cordia Resources by Cherry Bekaert is a leading national recruiting, staffing, and executive search firm specializing in placing accounting, finance, human resources (HR), information technology (IT), and contract/subcontract administration professionals.

Founded in 2008

Vienna, Virginia, USA

51-200 employees