CFO Advisory, Senior Manager - Finance Transformation

Cherry Bekaert•Tampa, FL

7d•$132,800 - $212,400

About The Position

The Finance Transformation, Accounting Advisory Senior Manager helps organizations modernize their finance functions and improve operational effectiveness. The role leads client engagements and teams, delivering finance transformation solutions that align finance operations with business objectives. Working with middle-market CFOs and finance leaders, the Senior Manager helps enhance finance processes, leverage technology, improve reporting and analytics, and drive sustainable business performance. Responsibilities combine client delivery, project leadership, business development, and people management, with hands-on engagement execution.

Requirements

Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
At least 10 years of experience in public accounting, consulting, finance transformation, accounting advisory, or a combination of consulting and industry finance leadership.
Proven experience leading complex client engagements and managing project teams.
Experience driving finance process improvement across functions such as Lead-to-Cash, Source-to-Pay, Record-to-Report, and FP&A.
Strong understanding of finance operating models, organizational design, process optimization, and finance transformation methodologies.
Experience conducting operational and financial assessments and developing actionable recommendations.
Working knowledge of ERP systems, financial reporting platforms, automation tools, and data analytics solutions.
Strong project management, communication, stakeholder management, and problem-solving skills.
Demonstrated ability to develop client relationships and contribute to business development.
Ability to manage multiple projects and priorities in a fast-paced, client-focused environment.
Willingness to travel as needed, approximately 25–40%.
Eligibility to work in the United States; the employer will not provide work sponsorship.

Nice To Haves

CPA, MBA, or another relevant professional certification.
Experience working with private equity-backed portfolio companies.
Experience supporting mergers, acquisitions, carve-outs, separation planning, and post-close finance integration.
Experience advising private equity sponsors and portfolio company management teams through acquisition, integration, and value creation initiatives.

Responsibilities

Lead and manage finance transformation and accounting advisory engagements from planning through execution and delivery.
Advise CFOs, Controllers, and finance leadership teams on finance process improvement initiatives.
Drive transformation across Lead-to-Cash, Source-to-Pay, Record-to-Report, FP&A, and other Office of the CFO functions.
Assess current-state finance operations and identify opportunities to improve efficiency, effectiveness, scalability, and business insights.
Design and implement practical solutions involving people, processes, technology, and organizational change.
Manage engagement budgets, project timelines, staffing plans, and overall project performance.
Support finance workstreams for mergers, acquisitions, carve-outs, and post-close integration, including Day 1 readiness, finance organization design, process harmonization, financial reporting alignment, and operating model transformation.
Collaborate with technology, risk, tax, audit, and other advisory teams to deliver integrated client solutions.
Monitor project risks, resolve issues, and ensure successful client outcomes.
Build and maintain relationships with client executives and key stakeholders, and serve as a primary day-to-day client contact.
Identify opportunities to expand client relationships through additional services and solutions.
Support executive presentations, steering committee meetings, and client communications.
Participate in business development, including identifying opportunities, developing proposals, presenting to clients, and supporting pursuits.
Partner with advisory, audit, and tax professionals to identify and pursue cross-selling opportunities.
Contribute to thought leadership, solution development, marketing initiatives, and the CFO Advisory practice's opportunity pipeline.
Maintain an individual business development and sales goal aligned with practice objectives.
Lead, coach, and mentor consultants, senior associates, and managers; provide performance feedback, training, and career development support.
Foster a collaborative, high-performing team environment focused on quality and client service.
Assist with recruiting, onboarding, talent development, resource planning, and staffing across multiple engagements.