Client Onboarding Manager (Finance & Accounting Outsourcing)
Cherry Bekaert · Austin, TX, US
19 hours agoImpress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Client Onboarding Manager (Finance & Accounting Outsourcing) role.
Rezi rewrites your resume against Cherry Bekaert's job description. Free.

Tailor your resume to this Client Onboarding Manager (Finance & Accounting Outsourcing) role.
Rezi rewrites your resume against Cherry Bekaert's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Client Onboarding Manager (Finance & Accounting Outsourcing) posting at Cherry Bekaert — free, in seconds.

Don't guess if your resume is good enough.
See how it scores against the Client Onboarding Manager (Finance & Accounting Outsourcing) posting at Cherry Bekaert — free, in seconds.
About the Role
This leadership role within Cherry Bekaert's growing Finance & Accounting Outsourcing (FAO) practice is responsible for overseeing outsourced accounting services, managing client relationships, leading teams, and ensuring accurate financial reporting for new clients.
Responsibilities
- Manage the onboarding and initial delivery of outsourced accounting services and financial reporting for a portfolio of client engagements.
- Lead, coach, and develop accounting professionals, including offshore team members.
- Oversee client onboarding activities, including system setup, project planning, and process implementation.
- Review management reporting packages, financial statements, reconciliations, and other client deliverables.
- Partner with clients on budgeting, forecasting, KPI development, and management reporting.
- Monitor engagement performance, resource utilization, work-in-progress, and client satisfaction.
- Collaborate with clients and internal teams to identify process improvements and technology-driven efficiencies.
- Manage multiple projects and priorities while ensuring quality, timeliness, and exceptional client service.
- Support the implementation of new accounting technologies and special projects as needed.
Requirements
- Bachelor's degree in Accounting or Finance
- CPA preferred
- 7+ years of progressive accounting experience, including management experience within a public accounting firm
- Experience providing outsourced accounting, client accounting advisory, or controllership services to multiple clients
- Proficiency with QuickBooks Online, Sage Intacct, and financial reporting tools
- Strong knowledge of financial reporting, budgeting, forecasting, and management reporting
- Experience leading and developing accounting professionals, including remote and offshore team members
- Strong project management, organizational, and client relationship management skills
- Highly analytical with strong attention to detail and problem-solving capabilities
- Ability to manage competing priorities, meet deadlines, and deliver exceptional client service in a fast-paced environment
- Demonstrate eligibility to work in the United States
- Cherry Bekaert will not provide work sponsorship for this position
Skills
- QuickBooks Online
- Sage Intacct
- Financial reporting
- Budgeting
- Forecasting
- Management reporting
- Project management
- Organizational skills
- Client relationship management
- Analytical skills
- Attention to detail
- Problem-solving
Location
- Remote
Work Type
- Full-time
Experience Level
- Manager
Education Level
- Bachelor's degree in Accounting or Finance
Salary/Compensations
- $101,000 to $192,600
Benefits
- Competitive compensation packages
- 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.