Cherry Bekaert
Website:
cbh.com
Job details:
Job Summary
Join a fast-growing FP&A Advisory practice where finance meets data science. As a Senior Associate, you will partner with middle-market and private equity–backed clients to translate complex financial data into clear, forward-looking insight. You will build the models, forecasts, and dashboards that leadership teams rely on to make high-stakes decisions – and you will sit at the table with the stakeholders who use them.
This is a hands-on, high-impact role for a finance professional who is equally comfortable in a scenario model, a client interview, and a line of Python. If you enjoy solving ambiguous problems, working across industries, and seeing your analysis drive real outcomes, we want to hear from you.
What You’ll Do
- Build 13-week cash flow forecasts and long-range financial models that guide client strategy and liquidity decisions.
- Design and optimize budgeting and forecasting processes to make financial planning faster and more reliable.
- Develop KPI frameworks and dashboards that bring financial and operational metrics to life.
- Run scenario modelling and sensitivity analysis to help clients plan for a range of outcomes.
- Perform margin, profitability, working capital, and liquidity analysis across products, customers, and business units.
- Analyze department-level spend and revenue trends to surface actionable opportunities.
- Lead client interviews and stakeholder engagement to validate assumptions and align on priorities.
- Transform and visualize data using advanced Excel and modern BI tools.
- Support M&A readiness and integration planning for acquisitive and PE-backed clients.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum 3 years of relevant experience in FP&A, corporate finance, or consulting – ideally within a public accounting firm, private equity–backed company, or middle-market environment.
- Strong command of financial statements and forecasting principles.
- Advanced Excel skills, including dynamic formulas, pivot tables, and scenario modelling.
- Proficiency with data languages such as Python, SQL, and R, with a solid grounding in probability and statistics.
- Experience with budgeting tools and ERP systems (e.g., NetSuite, Sage Intacct, Adaptive Insights).
- Excellent organizational skills, attention to detail, and strong written and verbal communication.
Preferred Qualifications
- Hands-on experience with Power BI, Tableau, or similar visualization tools.
- Familiarity with private equity operating models and reporting requirements.
- Experience with cash flow modelling and liquidity planning.
- Ability to troubleshoot and resolve reconciliation and variance issues.
- Proven success working in hybrid and deadline-driven environments.
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