Finance Transformation Leader, Advisory & Operations

Cherry Bekaert LLP; Coral Gables (FL); On-site; USD 107,000 - 171,000; Full time

Job summary

Cherry Bekaert LLP in the United States is seeking a Finance Transformation, Accounting Advisory Manager to lead and deliver client engagements that improve finance operations, processes, and transformation initiatives.

You will manage workstreams, mentor teams, collaborate with cross-functional advisors, and guide clients through process redesign, operating model improvements, and technology-enabled transformations while travel 25–40%.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.
• CPA, MBA, or other relevant professional certification preferred.
• 6+ years of experience in public accounting, consulting, finance transformation, accounting advisory, or a combination of consulting and industry finance experience.
• Experience leading workstreams or managing project teams within finance transformation, accounting advisory, or business process improvement engagements.
• Strong knowledge of finance and accounting processes, including Lead-to-Cash, Source-to-Pay, Record-to-Report, FP&A.
• Hands-on experience with ERP systems, financial reporting tools, automation platforms, and data analytics solutions.
• Strong project management, organizational, communication, and presentation skills.
• Willingness to travel as needed, approximately 25-40%.

Responsibilities

• Lead day-to-day execution of finance transformation and accounting advisory engagements.
• Manage project workplans, budgets, timelines, deliverables, and client expectations.
• Conduct assessments of finance operations, processes, controls, and organizational structures.
• Analyze current-state finance processes and identify opportunities to improve efficiency, effectiveness, and scalability.
• Support transformation initiatives across key finance functions including Lead-to-Cash, Source-to-Pay, Record-to-Report, FP&A.
• Develop recommendations, process improvements, and implementation roadmaps based on client needs.
• Facilitate client workshops, process-mapping sessions, and stakeholder interviews.
• Assist clients with process redesign, operating model improvements, and technology-enabled transformation initiatives.
• Collaborate with technology, risk, tax, audit, and other advisory teams to support integrated client solutions.
• Identify project risks and issues and develop mitigation plans to ensure successful outcomes.

Skills

Finance transformation

Accounting advisory

Project management

ERP systems

Stakeholder management

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

CPA or MBA preferred

Tools

ERP software

Automation platforms

Data analytics tools

Financial reporting tools

Job description

Cherry Bekaert LLP in the United States is seeking a Finance Transformation, Accounting Advisory Manager to lead and deliver client engagements that improve finance operations, processes, and transformation initiatives.

You will manage workstreams, mentor teams, collaborate with cross-functional advisors, and guide clients through process redesign, operating model improvements, and technology-enabled transformations while travel 25–40%.