CFO Advisory, Finance Transformation Director jobs in United States
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Cherry Bekaert ยท 1 day ago

CFO Advisory, Finance Transformation Director

Cherry Bekaert is a leading assurance, tax, and advisory firm serving clients across various industries. They are seeking a Finance Transformation, Accounting Advisory Director to guide organizations in modernizing their finance functions and improving operational efficiencies while building a high-performing team within the CFO Advisory practice.

AccountingConsultingFinancial ServicesWealth Management
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Growth Opportunities
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Responsibilities

Actively involved in sourcing, scoping and closing on Finance Transformation initiatives
Working collaboratively across all of our Advisory service lines, as well as our Audit and Tax service lines to identify client opportunities and drive sales and growth of the practice
Be responsible for building go-to-market materials articulating our value proposition and how our solutions create value for our clients
Be responsible for building a $2-3 Million book of business
Build a high performing team of leading consultants and advisors to deliver on business process improvement initiatives across the finance function
Leading client engagements focused on delivering finance transformation solutions
Advising clients on driving change in business processes including lead-to-cash, source-to-pay, record-to-report, FP&A, as well as other functions under the office of the CFO
Designing and executing comprehensive strategies to modernize the finance function
Collaborating with other departments like technology, strategy, and risk to implement solutions
Ensuring finance transformation initiatives align with broader organizational strategic goals
Providing strategic insight to senior leaders and key stakeholders based on financial data
Managing complex projects and leading teams through significant periods of change

Qualification

Finance TransformationAccounting AdvisoryERP SystemsFinancial ModelingData AnalyticsManaging PrioritiesLeadershipCommunicationProblem-SolvingStrategic Thinking

Required

A Bachelor's degree in accounting, finance or a related field is required
Relevant experience includes a minimum of 8+ years in in a client serving role at a public accounting or financial advisory firm, and/or mix of client service and private industry experience at a senior level
Experience leading transformation projects and driving change in business processes including lead-to-cash, source-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
Extensive expertise related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve enterprise value
Proven background performing financial and operational assessments
Experience driving strategic finance transformations
Proficiency in accounting software, ERP systems, and advanced Excel skills are necessary, along with familiarity with data analytics and financial modeling
Key soft skills include leadership, communication, problem-solving, strategic thinking, and the ability to manage multiple priorities
The role may require significant travel, potentially up to 40%

Preferred

MBA or CPA 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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