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CBH

Senior Associate FP&A – CFO Advisory Services

CBH

. Deliver financial planning and analysis engagements to middle-market clients, including private equity-backed portfolio companies .

Posted 10/19/2026full-timeUnited StatesSenior💰 $85,000 - $124,900 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis, including the development of forecasting models, cash flow forecasts, and performance metrics. Proficient in data analysis and visualization, with strong capabilities in financial modeling and stakeholder engagement.

Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Advanced Excel SkillsProficiency In Python, SQL, RBudgeting Tools And ERP SystemsCPA, CFA, Or MBA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial ModelingCash Flow ForecastingScenario ModelingKPI DevelopmentProfitability AnalysisLiquidity AnalysisData AnalysisPerformance Driver AnalysisForecasting PrinciplesDepartment-Level Spend Analysis
Soft Skills
Strong Organizational SkillsEffective Communication SkillsAttention To Detail
Tools & Technologies
ExcelPower BITableauNetSuiteSage IntacctAdaptive Insights
Certifications & Qualifications
CPACFAMBA
Industry Keywords
Private EquityMiddle-MarketCorporate FinancePublic AccountingM&A Readiness

Tech Stack

Tools & technologies
ERPPythonSQLTableau

About the role

Key responsibilities & impact
  • Deliver financial planning and analysis engagements to middle-market clients, including private equity-backed portfolio companies
  • Support CFOs and senior finance leaders in building scalable forecasting models
  • Analyze performance drivers and enable strategic decision-making
  • Develop 13-week cash flow forecasts and long-range financial models
  • Design and optimize budgeting and forecasting processes
  • Develop KPIs and dashboards for financial and operational metrics
  • Perform scenario modeling and sensitivity analysis
  • Conduct margin and profitability analysis by product, customer, or business unit
  • Perform working capital and liquidity analysis
  • Analyze department-level spend and revenue trends
  • Conduct client interviews and engage stakeholders to validate assumptions
  • Transform and visualize data using Excel and BI tools
  • Support M&A readiness and integration planning

Requirements

What you’ll need
  • 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
  • Preferred: Experience with Power BI, Tableau, or similar visualization tools
  • Preferred: Familiarity with private equity operating models and reporting requirements
  • Preferred: Experience with cash flow modeling and liquidity planning
  • Preferred: Ability to troubleshoot and solve reconciliation and variance issues
  • Preferred: Comfortable working in hybrid and deadline-driven environments
  • Eligibility to work in the United States
  • No work sponsorship is provided

Benefits

Comp & perks
  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Generous Paid Time Off
  • Retirement plans
  • Paid Care Leave
  • Comprehensive, high-quality benefits program
  • Career growth and continuous professional development
  • Flexible work arrangements
  • Opportunities to connect and learn from professionals from different backgrounds and cultures