CFO Advisory, Finance Transformation Director

Finance Transformation, Accounting Advisory Director: Key Responsibilities and Qualifications

A Finance Transformation, Accounting Advisory Director plays a pivotal role in guiding organizations through the modernization of their finance functions, aligning operational infrastructure with business strategies. This person will be a key leader in our CFO Advisory practice helping to build a high performing team serving the needs of middle market CFO’s.  This involves working with clients across a range of industries, to improve operational efficiencies, provide better business insights, and drive organizational performance all with a value creation mindset. 

Key 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. 

Qualifications and Skills

• A Bachelor's degree in accounting, finance or a related field is required, with a MBA or CPA preferred.
• 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%

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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