Finance Onboarding & Client Delivery Lead

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 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.