Banking & Finance

Manager, Finance Transformation - Data

Cherry Bekaert

Remote · Or · United States

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.
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
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.
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.
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.
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.
Bachelors 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
~ 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 as needed, approximately 25-40%.
Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. 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; retirement plans; 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.
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.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.

contains further information regarding the firms 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.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at

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Reference: 4487_21693883

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