首席财务顾问，高级经理（会计咨询）
CFO Advisory, Senior Manager (Accounting Advisory)
由于我们首席财务官咨询业务的持续增长，现有一个机会，招聘一名财务转型高级经理加入我们的全国性团队。
职位概述
财务转型与会计咨询高级经理在帮助组织现代化其财务职能并提高运营效率方面发挥关键作用。该职位将领导客户项目、管理团队，并交付与业务目标一致的财务转型解决方案。
紧密与中型企业首席财务官和财务领导者合作，高级经理将帮助客户优化财务流程，利用技术，改进报告和分析，推动可持续的业务表现。该职位结合了客户交付、项目领导、业务发展和人员管理职责，同时保持对项目执行的亲力亲为。
主要职责
客户交付与项目领导
- 从规划到执行和交付，领导和管理财务转型和会计咨询服务项目。
- 作为首席财务官、财务总监和财务领导团队的可信顾问，提供财务流程改进方面的建议。
- 推动关键财务职能的转型工作，包括：
- 销售到现金
- 采购到付款
- 记录到报告
- 财务计划与分析（FP&A）
- 首席财务官办公室内的其他职能
- 评估当前的财务运营状况，识别提升效率、效果、可扩展性和商业洞察的机会。
- 设计并实施涉及人员、流程、技术和组织变革的实用解决方案。
- 管理项目预算、时间表、人员配置计划和整体项目绩效。
- 支持与并购、剥离和交割后整合相关的财务工作流，包括第一天准备、财务组织设计、流程统一、财务报告对齐和运营模式转型。
- 与技术、风险、税务、审计和其他咨询团队协作，为客户提供集成解决方案。
- 监控项目风险，解决相关问题，确保客户成功。
- 客户关系管理
- 与客户高管和关键利益相关者建立并维护良好的关系。
- 在项目执行过程中担任主要日常客户联系人。
- 识别机会
查看英文原文
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:
Pay From: $132,800 to $212,400About 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
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. 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 and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2026 Cherry Bekaert. All Rights Reserved.
Originally posted on Himalayas