Finance & Accounting Outsourcing Delivery Lead

Cherry Bekaert LLP; San Antonio (TX); On-site; USD 101,000 - 187,000; Full time

Job summary

Cherry Bekaert's FAO practice is growing, and we are seeking an experienced Manager to join our Houston team. This leadership role oversees outsourced accounting services, manages client relationships, leads domestic and offshore team members, and ensures timely, accurate financial reporting and management information.

The Manager serves as a trusted advisor on accounting processes, budgeting, forecasting, and operational efficiencies, fostering a collaborative, high-performing team environment.

Qualifications

• Bachelor's degree in Accounting
• 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.

Responsibilities

• Manage the 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 management

Team development

Offshore coordination

Project management

Financial reporting

Budgeting & forecasting

Process improvement

Education

Bachelor's degree in Accounting

CPA preferred

Tools

QuickBooks Online

Sage Intacct

Financial reporting tools

Job description

Cherry Bekaert's FAO practice is growing, and we are seeking an experienced Manager to join our Houston team. This leadership role oversees outsourced accounting services, manages client relationships, leads domestic and offshore team members, and ensures timely, accurate financial reporting and management information.

The Manager serves as a trusted advisor on accounting processes, budgeting, forecasting, and operational efficiencies, fostering a collaborative, high-performing team environment.