Apply on Employer Site

Cherry Bekaert · 1 day ago

CFO Advisory, Accounting Advisory Senior Associate (FP&A)

Atlanta, GA

Full-time

Hybrid

Mid, Senior Level

$93K/yr - $136K/yr

3+ years exp

Cherry Bekaert is one of the largest assurance, tax, and advisory firms in the U.S., and they are seeking a Senior Associate in FP&A Advisory Services. This role involves delivering financial planning and analysis engagements to middle-market clients, supporting CFOs in building forecasting models and enabling strategic decision-making.

AccountingConsultingFinancial ServicesWealth Management

Growth Opportunities

No H1B

Responsibilities

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

Qualification

Financial planningAnalysisData analyticsAdvanced Excel skillsPythonSQLRBudgeting toolsERP systemsEffective communicationOrganizational skillsAttention to detailProblem-solvingTeam collaboration

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