CFO Advisory Business Transformation Partner jobs in United States
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Cherry Bekaert · 3 hours ago

CFO Advisory Business Transformation Partner

Cherry Bekaert is a leading assurance, tax, and advisory firm recognized for its expertise in AI governance and data strategy. The firm is seeking a Partner for its CFO Advisory Finance Transformation Practice, responsible for building and growing advisory services focused on finance transformation and strategic financial planning.

AccountingConsultingFinancial ServicesWealth Management
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Growth Opportunities
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Hiring Manager
Paige Bell
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Responsibilities

Expand the CFO Finance Transformation Advisory capability, developing strategic direction and holistic end-to-end solutions and service offerings that align with market trends and client needs and consider People, Process, Technology and Data needs
Build and maintain strong relationships with CFOs and other C-suite executives, acting as a trusted advisor to help them navigate complex financial, technology, and operational challenges and opportunities
Identify and pursue new business opportunities, leveraging industry networks to grow the client base and drive revenue growth for the practice. Build relationships and referral networks internally and externally
Serve as a thought leader in finance and technology transformation, contributing to industry publications, speaking at conferences, and enhancing the firm’s market presence
Recruit, mentor, and lead a high-performing team of consultants, fostering a culture of excellence, collaboration, and continuous learning
Oversee project delivery to ensure high-quality outcomes that exceed client expectations, managing resources effectively and ensuring profitability

Qualification

Finance transformationBusiness developmentCFO advisory experienceFinancial strategyTechnology strategyRisk managementPerformance improvementTeam developmentStakeholder engagementAdvanced degreeLeadership skillsCommunication skillsInterpersonal skillsMentoring

Required

A minimum of 10+ years of experience in finance and technology leadership roles, with significant experience in an accounting or management consulting firm
Proven track record of leading and building a consulting practice or capability, with demonstrated success in business development and client engagement
Deep expertise in financial strategy, technology strategy, risk management, performance improvement, forecasting, accounting and finance transformation
Strong leadership and people management skills, with the ability to inspire and develop a team
CFO advisory experience at or with high growth firms in the $50m-$250m revenue range
Exceptional communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels
Advanced degree in accounting, finance, business administration, technology, engineering or related field

Preferred

MBA preferred

Benefits

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection

Company

Cherry Bekaert

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Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity

Leadership Team

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John Bartz
Strategic Alliances Director
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Company data provided by crunchbase