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Skills
Accountingunmatched
Analysis Skillsunmatched
Autoscalingunmatched
Budgetingunmatched
Business Analysisunmatched
Communication Skillsunmatched
Decision Supportunmatched
Financeunmatched
Financial Modelingunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Servicesunmatched
Forecastingunmatched
Intuit Quickbooksunmatched
Leadershipunmatched
Performance Analysisunmatched
Process Improvementunmatched
Reporting Dashboardsunmatched
Reporting Skillsunmatched
Strategic Planningunmatched
Variance Analysisunmatched
Description
Cherry Bekaert is partnered with a growing, private technology company in the financial services space to identify a Senior Manager, FP&A to join their finance leadership team. This is a newly created role reporting directly to the CFO and will play a key role in supporting strategic decision‑making as the organization continues to scale.
This position will own all aspects of financial planning and analysis, including budgeting, forecasting, and performance reporting, while partnering closely with executive leadership to drive insight and operational efficiency.
Key Responsibilities:
Lead the full FP&A function, including budgeting, forecasting, and long‑range planning
Develop and deliver financial models, dashboards, and executive‑level reporting
Partner with senior leadership to analyze business performance and support strategic initiatives
Provide variance analysis and actionable insights tied to revenue, expenses, and growth initiatives
Improve financial processes, tools, and reporting as the company continues to grow
Qualifications:
Strong FP&A background with experience supporting senior leadership
Proven ability to operate in a fast‑paced, growth‑oriented environment
Advanced financial modeling and analytical skills
Experience working with accounting and planning systems (QuickBooks experience a plus)
Strong communication skills and the ability to influence across the organization
Additional Details:
Hybrid role based in Charlotte, NC
Competitive compensation, targeting up to $150K base salary, plus bonus and potential equity
This is an excellent opportunity for a hands‑on FP&A leader looking to step into a high‑impact role within a growing organization.