CFO Advisory, Finance Transformation Director

Cherry Bekaert • Raleigh, NC

2d

About The Position

Finance Transformation, Accounting Advisory Director: Key Responsibilities and Qualifications A Finance Transformation, Accounting Advisory Director plays a pivotal role in guiding organizations through the modernization of their finance functions, aligning operational infrastructure with business strategies. This person will be a key leader in our CFO Advisory practice helping to build a high performing team serving the needs of middle market CFO’s. This involves working with clients across a range of industries, to improve operational efficiencies, provide better business insights, and drive organizational performance all with a value creation mindset.

Requirements

• A Bachelor's degree in accounting, finance or a related field is required, with a MBA or CPA preferred.
• Relevant experience includes a minimum of 8+ years in in a client serving role at a public accounting or financial advisory firm, and/or mix of client service and private industry experience at a senior level
• Experience leading transformation projects and driving change in business processes including lead-to-cash, source-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
• Extensive expertise related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve enterprise value
• Proven background performing financial and operational assessments
• Proficiency in accounting software, ERP systems, and advanced Excel skills are necessary, along with familiarity with data analytics and financial modeling.
• Key soft skills include leadership, communication, problem-solving, strategic thinking, and the ability to manage multiple priorities.
• The role may require significant travel, potentially up to 40%

Nice To Haves

• MBA or CPA preferred.

Responsibilities

• Actively involved in sourcing, scoping and closing on Finance Transformation initiatives
• Working collaboratively across all of our Advisory service lines, as well as our Audit and Tax service lines to identify client opportunities and drive sales and growth of the practice
• Be responsible for building go-to-market materials articulating our value proposition and how our solutions create value for our clients
• Be responsible for building a $2-3 Million book of business
• Build a high performing team of leading consultants and advisors to deliver on business process improvement initiatives across the finance function
• Leading client engagements focused on delivering finance transformation solutions.
• Advising clients on driving change in business processes including lead-to-cash, source-to-pay, record-to-report, FP&A, as well as other functions under the office of the CFO
• Designing and executing comprehensive strategies to modernize the finance function.
• Collaborating with other departments like technology, strategy, and risk to implement solutions.
• Ensuring finance transformation initiatives align with broader organizational strategic goals.
• Providing strategic insight to senior leaders and key stakeholders based on financial data.
• Managing complex projects and leading teams through significant periods of change.

Benefits

• 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
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 501-1,000 employees