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About the Role
The Finance Transformation, Accounting Advisory Manager leads client engagements focused on improving finance operations, enhancing business processes, and supporting finance transformation initiatives. This role involves assessing current-state processes, developing solutions, and implementing improvements to drive operational effectiveness and business value, acting as a trusted advisor to finance organizations.
Responsibilities
- Lead day-to-day execution of finance transformation and accounting advisory engagements.
- Manage project workplans, budgets, timelines, deliverables, and client expectations.
- Conduct assessments of finance operations, processes, controls, and organizational structures.
- Analyze current-state finance processes and identify opportunities for improvement.
- Support transformation initiatives across key finance functions including Lead-to-Cash, Source-to-Pay, Record-to-Report, and FP&A.
- Develop recommendations, process improvements, and implementation roadmaps.
- Facilitate client workshops, process-mapping sessions, and stakeholder interviews.
- Assist clients with process redesign, operating model improvements, and technology-enabled transformation.
- Collaborate with technology, risk, tax, audit, and other advisory teams.
- Identify project risks and issues and develop mitigation plans.
- Build strong working relationships with client management and key stakeholders.
- Serve as a primary day-to-day contact for client teams.
- Provide regular project updates and communicate progress, risks, and key decisions.
- Deliver high-quality client service ensuring projects meet scope, budget, and timeline expectations.
- Identify opportunities to enhance client value.
- Manage and mentor Senior Associates, Associates, and Consultants.
- Delegate responsibilities and provide coaching, technical guidance, and performance feedback.
- Review work products for quality, accuracy, and consistency.
- Support team development through knowledge sharing, training, and mentorship.
- Assist with engagement staffing and resource coordination.
- Contribute to the development of methodologies, tools, templates, and best practices.
- Assist with proposal development, presentations, and client pursuits.
- Participate in internal initiatives to enhance service offerings and delivery capabilities.
- Stay current on industry trends, emerging technologies, and finance transformation methodologies.
Requirements
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.
- 6+ years of experience in public accounting, consulting, finance transformation, accounting advisory, or a combination of consulting and industry finance experience.
- Experience leading workstreams or managing project teams within finance transformation, accounting advisory, or business process improvement engagements.
- Strong knowledge of finance and accounting processes, including Lead-to-Cash, Source-to-Pay, Record-to-Report, and FP&A.
- Experience conducting operational and financial assessments and developing actionable solutions.
- Understanding of finance operating models, process improvement methodologies, and transformation frameworks.
- Hands-on experience with ERP systems, financial reporting tools, automation platforms, and data analytics solutions.
- Strong project management, organizational, communication, and presentation skills.
- Demonstrated ability to manage multiple priorities and deliver high-quality client service in a fast-paced environment.
- Strong analytical, problem-solving, and stakeholder management capabilities.
- Willingness to travel as needed, approximately 25-40%.
- Candidates must demonstrate eligibility to work in the United States.
- Cherry Bekaert will not provide work sponsorship for this position.
Skills
- Finance Transformation
- Accounting Advisory
- Project Management
- Process Improvement
- Client Relationship Management
- Team Leadership
- ERP Systems
- Financial Reporting Tools
- Automation Platforms
- Data Analytics
Experience Level
- 6+ years of experience
Education Level
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- CPA, MBA, or other relevant professional certification preferred
Salary/Compensations
- $106,900 to $171,00
Benefits
- Competitive compensation packages based on performance
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Programs dedicated to enhancing personal and work life
- Financial protection for you and your family
About the Company
- 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.
- Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association.
- Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.
Equal Opportunity
- 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.