Client Onboarding & Finance Operations Manager

Cherry Bekaert LLP; United States; On-site; USD 101,000 - 193,000; Full time

Benefits offered by this job

Annual bonus

Full benefits package

Job summary

Cherry Bekaert is seeking an experienced FAO Manager to lead client onboarding, oversee outsourced accounting and financial reporting for a diverse portfolio. You will manage both domestic and offshore teams, coach staff, and ensure timely delivery of high-quality client deliverables.

The role emphasizes process improvement, budgeting and forecasting collaboration with clients, and leveraging new accounting technologies.

Qualifications

• 7+ years of progressive accounting experience, including management experience in a public accounting firm.
• Experience providing outsourced accounting, client accounting advisory, or controllership services to multiple clients.
• Proficiency with QuickBooks Online, Sage Intacct, and financial reporting tools.
• Strong project management and client relationship management skills.
• Ability to lead offshore teams and manage remote staff.
• CPA preferred.

Responsibilities

• Manage onboarding and initial delivery of outsourced accounting services and financial reporting.
• Lead, coach, and develop accounting professionals, including offshore team members.
• Oversee client onboarding activities, including system setup, project planning, and process implementation.
• Review management reporting packages, financial statements, reconciliations, and other client deliverables.
• Partner with clients on budgeting, forecasting, KPI development, and management reporting.
• Monitor engagement performance, resource utilization, work-in-progress, and client satisfaction.
• Collaborate with clients and internal teams to identify process improvements and technology-driven efficiencies.
• Manage multiple projects and priorities while ensuring quality and timely delivery.
• Support the implementation of new accounting technologies and special projects as needed.

Skills

Client onboarding

Accounting leadership

Offshore team leadership

Financial reporting

Budgeting & forecasting

KPI development

Project management

Client relationships

CPA preferred

Education

Bachelor's in Accounting or Finance

CPA preferred

Tools

QuickBooks Online

Sage Intacct

Job description

Cherry Bekaert is seeking an experienced FAO Manager to lead client onboarding, oversee outsourced accounting and financial reporting for a diverse portfolio. You will manage both domestic and offshore teams, coach staff, and ensure timely delivery of high-quality client deliverables.

The role emphasizes process improvement, budgeting and forecasting collaboration with clients, and leveraging new accounting technologies.