CFO Advisory, Senior Manager - Finance Transformation

As a result of continued growth within our CFO Advisory practice, an opportunity has been created for a Finance Transformation Senior Manager to join our national practice.

Position Overview

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.

Key Responsibilities

Client Delivery & Project Leadership

• 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)
  • 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, including Day 1 readiness, finance organization design, process harmonization, financial reporting alignment, and operating model transformation.
• 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.

Client Relationship Management

• 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.

Business Development & Practice Growth

• 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.

Team Leadership & Talent Development

• 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.

Qualifications & Skills

• 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%.

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 provide work sponsorship 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 at  https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.  

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