Finance Transformation Manager

Cherry Bekaert LLP; Chicago (IL); On-site; USD 107,000 - 171,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

Cherry Bekaert LLP in Chicago is seeking an experienced Finance Transformation, Accounting Advisory Manager to lead and deliver client engagements aimed at improving finance operations and business processes. You will work with client stakeholders and engagement teams to assess current-state processes, develop practical solutions, and implement improvements that drive value.

The role emphasizes hands-on project management, client service, and team leadership, including mentoring Senior

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration or a related field.
• CPA, MBA, or other relevant professional certification preferred.
• 6+ years of experience in public accounting, consulting, finance transformation, accounting advisory, or related fields.
• Experience leading workstreams or managing project teams within finance transformation or accounting advisory engagements.
• Strong knowledge of finance and accounting processes including Lead-to-Cash, Source-to-Pay, Record-to-Report, FP&A.

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 and objectives.
• 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, and audit teams to support integrated client solutions.

Skills

Lead-to-Cash

Source-to-Pay

Record-to-Report

FP&A

Project management

Stakeholder management

Education

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

CPA or MBA preferred

Tools

ERP systems

Financial reporting tools

Automation platforms

Data analytics solutions

Job description

Finance Transformation, Accounting Advisory Manager

Position Overview

The Finance Transformation, Accounting Advisory Manager is responsible for leading and delivering client engagements focused on improving finance operations, enhancing business processes, and supporting finance transformation initiatives. This role works directly with client stakeholders and engagement teams to assess current-state processes, develop practical solutions, and implement improvements that drive operational effectiveness and business value.

The Manager plays a key role in project execution, client service, and team leadership while serving as a trusted advisor to finance organizations. This position is highly hands-on and requires strong project management, problem-solving, and finance transformation experience.

Key Responsibilities

Client Delivery & Project Execution

• 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
• Financial Planning & Analysis (FP&A)
• Other functions within the Office of the CFO
• Develop recommendations, process improvements, and implementation roadmaps based on client needs and objectives.
• 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 engagement outcomes.

Client Relationship Management

• Build strong working relationships with client management and key stakeholders.
• Serve as a primary day-to-day contact for client teams throughout engagement delivery.
• Provide regular project updates and communicate progress, risks, and key decisions to client leadership.
• Deliver high-quality client service while ensuring projects meet scope, budget, and timeline expectations.
• Identify opportunities to enhance client value and communicate potential needs to engagement leadership.

Team Leadership & Development

• Manage and mentor Senior Associates, Associates, and Consultants across engagement teams.
• Delegate responsibilities and provide coaching, technical guidance, and performance feedback.
• Review work products to ensure quality, accuracy, and consistency.
• Support team development through knowledge sharing, training, and mentorship.
• Assist with engagement staffing and resource coordination across multiple projects.

Practice Support

• Contribute to the development of methodologies, tools, templates, and best practices that support engagement delivery.
• Assist with proposal development, presentations, and client pursuits as needed.
• Participate in internal initiatives aimed at enhancing service offerings and improving delivery capabilities.
• Stay current on industry trends, emerging technologies, finance transformation methodologies, and leading practices.

Qualifications & Skills

• 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
• Financial Planning & Analysis (FP&A)
• Experience conducting operational and financial assessments and developing actionable solutions.
• Understanding of finance operating models, process improvement methodologies, and transformation frameworks.
• Hands-on experience with ERP systems, financial reporting tools, automation platforms, and data analytics solutions.
• Strong project management, organizational, communication, and presentation skills.
• Demonstrated ability to manage multiple priorities and deliver high-quality client service in a fast-paced environment.
• Strong analytical, problem-solving, and stakeholder management capabilities.
• Willingness to travel a s needed, approximately 25-40%.

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 (https://careers.cbh.com/benefits/) 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: $106,900 to $171,00

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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