Client Onboarding Manager (Finance & Accounting Outsourcing)

Cherry Bekaert LLP; San Antonio (TX); On-site; USD 101,000 - 193,000; Full time

Benefits offered by this job

Annual bonus

Health insurance

Paid time off

Retirement plan

Work-life balance

Job summary

Cherry Bekaert LLP is seeking an experienced FAO Manager to lead the client onboarding team, oversee onboarding and initial delivery of outsourced accounting services, and manage client relationships. The role monitors performance, guides offshore staff, and ensures timely, accurate financial reporting and management information.

The position requires CPA preferred, 7+ years in accounting with leadership in a public firm, and proficiency with QuickBooks Online and Sage Intacct.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA preferred.
• 7+ years of progressive accounting experience including management in a public accounting firm.
• Experience providing outsourced accounting 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 remote and offshore teams.
• Strong project management and client relationship skills.
• Analytical with attention to detail and problem-solving.

Responsibilities

• Manage onboarding and initial delivery of outsourced accounting services 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 deliverables.
• Partner with clients on budgeting, forecasting, KPI development, and management reporting.
• Monitor engagement performance, resource utilization, and client satisfaction.
• Collaborate to identify process improvements and technology-driven efficiencies.
• Manage multiple projects and priorities while ensuring quality and timely delivery.

Skills

Outsourced accounting

Client onboarding

Project management

Leadership

Remote teams

Client relationship management

Analytical skills

Education

Bachelor's degree in Accounting

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 provideworksponsorship 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 onLinkedIn,Instagram, Twitterand Facebook.

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