Planning Forecasting Manager Jobs in Boca Raton, FL

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. We are seeking a Senior FP&A Manager to join our team. Senior FP&A leader responsible for financial planning, forecasting, and analytics for assigned service line(s). Partners directly with service line leadership to deliver forward-looking financial insight, own the full planning cycle (budget, forecast, actuals), and drive accountability to financial goals. This role operates independently and is expected to influence decisions, not merely report on them.

As Senior FP&A Manager, you will:

• Develop and implement net-new analytical frameworks for the service line - capacity planning, leverage modeling, revenue and pipeline analytics, and similar forward-looking tools - in a function that is actively transitioning from reporting-centric to analytics-driven; prior experience building FP&A infrastructure in a scaling or transforming organization strongly preferred.

• Serve as primary financial business partner to assigned service line leadership; translate financial data into actionable insight and decision-relevant recommendations.

• Collaborate with service line leaders to align on financial goals, connect performance to operational drivers, and support long-term strategic planning, including capacity planning.

• Profitability analysis - evaluate service line margins, pricing, and cost structure; present findings with conclusions and recommended actions to leadership.

• Own the full budget, forecast, and long-range planning cycle for assigned service line; maintain a rolling forecast model and proactively identify risks and opportunities.

• Analyze historical financials and monitor service line KPIs; deliver variance explanations with clear business narrative - not just numbers, but the story behind them.

• Own month-end and quarterly close reporting cycle; lead standardization of reports and dashboards using Power BI and Adaptive to deliver meaningful, decision-ready data.

• Manage WIP and AR reserve process in coordination with accounting; ensure accuracy of revenue recognition inputs and alignment with close calendar.

• Monitor, track, and analyze costs across assigned service line; identify variances and surface findings with context to leadership.

• Develop and maintain financial models to forecast current and future performance; support ad hoc analysis and special projects as needed.

• Build and maintain Power BI dashboards and Workday Adaptive Planning models; drive adoption of standardized, scalable reporting infrastructure.

• Lead quality and process improvement initiatives; identify and implement efficiencies that reduce manual effort or improve forecast accuracy.

• Mentor and develop FP&A analysts; establish best practices and elevate team capability across planning, analysis, and communication.

• Create and implement FP&A policies and procedures; drive consistency and quality standards across the team.

What you bring to the role:

• 8+ years of meaningful professional services experience (accounting firm, consulting, or advisory). FP&A experience must reflect ownership of planning cycles, not purely reporting or model maintenance. Accounting exposure or close partnership with accounting function required.

• Bachelor's Degree in either Finance, Accounting or Economics preferred.

• Advanced Knowledge of Microsoft Suite especially Excel.

• Power BI knowledge.

• Workday knowledge - working knowledge across financial reporting, HCM, and time tracking modules; ability to extract and interpret data across these functions to support financial analysis and workforce planning.

• Workday Adaptive Planning - hands-on experience required (distinct from core Workday modules); must be capable of building and maintaining driver-based planning models, not just running reports.

• Professional services industry experience required - accounting firm, consulting, or advisory environment strongly preferred; must understand billable vs. non-billable economics, utilization, and realization.

• Accounting / close process familiarity - working knowledge of GAAP, accruals, WIP, AR reserves, and month-end close; direct accounting experience or close partnership with accounting function required.

What you can expect from us:

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect

• The opportunity to innovate and do work that motivates and engages you

• A collaborative environment focused on enabling you to further your career growth and continuous professional development

• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

• Flexibility to do impactful work and the time to enjoy your life outside of work

• Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Benefits Information:

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay Range:

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

Candidates must demonstrate eligibility to work in the United States.Cherry Bekaert will not provideworksponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us athttps://careers.cbh.com/ and follow us onLinkedIn,Instagram, Twitterand Facebook.

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