Senior Associate FP&A (CFO Advisory Services)

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.

As a Senior Associate, you’ll deliver FP&A engagements for middle-market clients, including PE-backed portfolio companies. You will support CFOs with scalable forecasting, performance analysis, and strategic decision support. The role blends finance expertise with data analytics to drive value creation and efficiency. You’ll work with cross-functional teams on cash flow modeling, budgeting, KPI dashboards, and M&A readiness, offering tangible impact to clients and the firm.

• annual bonus
• medical, dental, and vision care
• disability and life insurance
• generous Paid Time Off
• retirement plans
• Paid Care Leave

• Develop 13-week cash flow forecasts and long-range financial models
• Design and optimize budgeting and forecasting processes
• Create KPI and dashboard visuals for financial and operational metrics
• Conduct scenario modeling and sensitivity analyses
• Analyze margins and profitability by product, customer, or business unit
• Perform working capital and liquidity analysis
• Analyze department-level spend and revenue trends
• Interview clients and stakeholders to validate assumptions
• Transform data and visualize results using Excel and BI tools
• Support M&A readiness and integration planning

Key requirements

• Bachelor’s Degree in Finance, Accounting, Economics, or related field
• Minimum 3 years FP&A, corporate finance, or consulting experience in a mid-market or PE-facing environment
• Proficiency in Python, SQL, R, and other data languages
• In-Depth understanding of probability xklufbp & statistics
• Strong understanding of financial statements and forecasting principles
• Advanced Excel skills (dynamic formulas, pivot tables, scenario modeling)
• Experience with budgeting tools and ERP systems (NetSuite, Sage Intacct, Adaptive Insights)
• Strong organizational skills and attention to detail
• Effective oral and written communication skills
• Ability to travel up to 40%
• Strong communication abilities
• Attention to detail
• Collaborative mindset
• Python
• SQL
• R