Client Onboarding Manager (Finance & Accounting Outsourcing)

C010 Cherry Bekaert Advisory LLC; Austin (TX); On-site; USD 101,000 - 193,000; Full time

Benefits offered by this job

Competitive compensation

Total rewards package

Job summary

Cherry Bekaert is seeking an experienced FAO Manager to lead the client onboarding team, overseeing outsourced accounting delivery and client relationships, including domestic and offshore staff. You will drive onboarding of new clients, set up systems, and ensure timely financial reporting and data accuracy across engagements.

You will coach accounting professionals, review deliverables, and partner with clients on budgeting, forecasting, and KPI development.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA preferred.
• 7+ years of progressive accounting experience with management experience in a public accounting firm.
• Experience providing outsourced accounting or controllership services to multiple clients.
• Proficiency with QuickBooks Online and Sage Intacct.

Responsibilities

• Manage the onboarding and initial delivery of outsourced accounting services and financial reporting for a portfolio of client engagements.
• 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, timeliness, and exceptional client service.
• Support the implementation of new accounting technologies and special projects as needed.

Skills

Leadership

Client relationships

Project management

Team leadership

Analytical thinking

Education

Bachelor's degree in Accounting or Finance

CPA preferred

Tools

QuickBooks Online

Sage Intacct

Financial reporting tools

Job description

Cherry Bekaert's Finance & Accounting Outsourcing (FAO) practice is growing, and we are seeking an experienced Manager to for our client onboarding team. This leadership role is responsible for overseeing the delivery of outsourced accounting services, managing client relationships, leading domestic and offshore team members, and ensuring the timely and accurate preparation of financial reporting and management information. The Manager serves as a leader within the client onboarding team. Overseeing the successful onboarding of new clients to the practice, including client communications, system set-up, review and updates to client data, process rollout and other activities to ensure successful onboarding of new clients.

As a Finance & Accounting Outsourcing (FAO) Manager, you will:

• Manage the onboarding and initial delivery of outsourced accounting services and financial reporting for a portfolio of client engagements.
• 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, timeliness, and exceptional client service.
• Support the implementation of new accounting technologies and special projects as needed.

What You Bring to the Role:

• Bachelor's degree in Accounting or Finance CPA preferred.
• 7+ years of progressive accounting experience, including management experience within 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 knowledge of financial reporting, budgeting, forecasting, and management reporting.
• Experience leading and developing accounting professionals, including remote and offshore team members.
• Strong project management, organizational, and client relationship management skills.
• Highly analytical with strong attention to detail and problem-solving capabilities.
• Ability to manage competing priorities, meet deadlines, and deliver exceptional client service in a fast-paced environment.

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: $101,000 to $192,600

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.

© 2026 Cherry Bekaert. All Rights Reserved. At Cherry Bekaert, your career is about you. With growing industry expertise, a strong support system, and our team’s shared values, we encourage you to choose your path.

Join the Firm that acknowledges and recognizes the power of the individual.