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About the Role
The Finance Transformation, Accounting Advisory Senior Manager plays a critical role in helping organizations modernize their finance functions and improve operational effectiveness. This individual will lead client engagements, manage teams, and deliver finance transformation solutions that align finance operations with business objectives. Working closely with middle-market CFOs and finance leaders, the Senior Manager will help clients enhance finance processes, leverage technology, improve reporting and analytics, and drive sustainable business performance. The role combines client delivery, project leadership, business development, and people management responsibilities while maintaining a hands-on approach to engagement execution.
Responsibilities
- Lead and manage finance transformation and accounting advisory engagements from planning through execution and delivery.
- Serve as a trusted advisor to CFOs, Controllers, and finance leadership teams on finance process improvement initiatives.
- Drive transformation efforts across key finance functions, including: Lead-to-Cash, Source-to-Pay, Record-to-Report, Financial Planning & Analysis (FP&A), and other functions within the Office of the CFO.
- Assess current-state finance operations and identify opportunities to improve efficiency, effectiveness, scalability, and business insights.
- Design and implement practical solutions involving people, process, technology, and organizational change.
- Manage engagement budgets, project timelines, staffing plans, and overall project performance.
- Support finance workstreams associated with mergers, acquisitions, carve-outs, and post-close integration initiatives.
- Collaborate with technology, risk, tax, audit, and other advisory teams to deliver integrated solutions for clients.
- Monitor project risks, resolve issues, and ensure successful client outcomes.
- Build and maintain strong relationships with client executives and key stakeholders.
- Act as a primary day-to-day client contact throughout engagement delivery.
- Identify opportunities to expand existing client relationships through additional services and solutions.
- Support executive presentations, steering committee meetings, and client communications throughout transformation initiatives.
- Actively participate in business development activities, including opportunity identification, proposal development, client presentations, and pursuit support.
- Partner with advisory, audit, and tax professionals to identify and pursue cross-selling opportunities.
- Contribute to thought leadership, solution development, and marketing initiatives that support growth of the CFO Advisory practice.
- Support efforts to develop and maintain a pipeline of finance transformation opportunities.
- Maintain an individual business development and sales goal aligned with practice objectives.
- Lead, coach, and mentor consultants, senior associates, and managers across engagement teams.
- Provide ongoing performance feedback, training, and career development support.
- Foster a collaborative, high-performing team environment focused on quality and client service.
- Assist with recruiting, onboarding, and talent development initiatives.
- Support resource planning and team staffing across multiple engagements.
Requirements
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.
- CPA, MBA, or other relevant professional certification preferred.
- 10+ years of experience in public accounting, consulting, finance transformation, accounting advisory, or a combination of consulting and industry finance leadership experience.
- Proven experience leading complex client engagements and managing project teams.
- Experience working with Private Equity-backed portfolio companies is preferred.
- Experience supporting mergers, acquisitions, carve-outs, separation planning, and post-close finance integration activities is preferred.
- Experience advising private equity sponsors and portfolio company management teams through acquisition, integration, and value creation initiatives is a plus.
- Experience driving business process improvement initiatives across finance functions, including lead-to-cash, source-to-pay, record-to-report, and FP&A.
- Strong understanding of finance operating models, organizational design, process optimization, and finance transformation methodologies.
- Experience conducting operational and financial assessments and developing actionable recommendations.
- Working knowledge of ERP systems, financial reporting platforms, automation tools, and data analytics solutions.
- Strong project management, communication, stakeholder management, and problem-solving skills.
- Demonstrated ability to develop client relationships and contribute to business development efforts.
- Ability to manage multiple projects and priorities in a fast-paced, client-focused environment.
- 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
- Client Delivery
- Project Leadership
- Business Development
- People Management
- Finance Process Improvement
- Technology Leverage
- Reporting and Analytics
- Business Performance Improvement
- Lead-to-Cash
- Source-to-Pay
- Record-to-Report
- FP&A
- Mergers and Acquisitions
- Carve-outs
- Post-close Integration
- Organizational Change
- ERP Systems
- Financial Reporting Platforms
- Automation Tools
- Data Analytics
- Project Management
- Communication
- Stakeholder Management
- Problem-Solving
Work Type
- Full-time
Experience Level
- Senior Manager
- 10+ 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
- Pay From: $132,800 to $212,400
Benefits
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
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.
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.