Remote Position

[Remote] Senior Manager, CFO Advisory - Strategic Finance & Interim Finance Leadership

🌍 Remote · United States 💼 Full-time

Note: The job is a remote job and is open to candidates in USA. Cherry Bekaert Advisory LLC is hiring a Senior Manager to lead finance advisory engagements for private equity-backed portfolio companies. The role provides interim finance leadership and oversees strategic FP&A, accounting stabilization, and finance systems transformation, particularly after acquisitions or carve-outs.

Responsibilities

  • Act as the interim finance leader for PE-backed portfolio companies immediately following an acquisition or carve-out
  • Assess and stabilize the target company’s existing finance and accounting functions, identifying immediate resource, process, and data gaps
  • Serve as the primary liaison between the portfolio company’s operations team and the private equity sponsor
  • Design and implement driver-based financial models, rolling 13-week cash flow forecasts, and annual operating plans (AOP)
  • Develop automated, institutional-grade executive reporting packages and KPI dashboards for Board of Directors and PE sponsor reviews
  • Establish unit-level economics, cost-to-serve models, and margin analysis to support operational decision-making
  • Lead data hygiene initiatives to clean up messy historical accounting data, ensuring the general ledger can support advanced FP&A reporting
  • Drive systems transformation projects, including migrating legacy accounting software to scalable ERPs (e.g., NetSuite, Intacct) and implementing BI tools
  • Optimize and accelerate the month-end close process, moving clients from cash to accrual accounting where necessary

Skills

  • 7+ years of progressive experience in corporate finance, FP&A, or financial advisory, with direct experience operating within or advising private equity-backed companies
  • A strong working knowledge of GAAP, general ledger mechanics, and the accounting close process
  • The ability to navigate a trial balance and resolve accounting operational bottlenecks is mandatory
  • Proven experience participating in or leading finance systems implementations, data migrations, or reporting automation (e.g., ERP rollouts, Power BI/Tableau integrations)
  • Advanced financial modeling capabilities (Excel) and high proficiency in extracting and manipulating large datasets
  • Demonstrated ability to manage client engagements, lead cross-functional teams, and communicate complex financial concepts directly to C-suite executives and private equity investors
  • Comfort operating in ambiguous, fast-paced, and unstructured post-transaction environments
  • Candidates must demonstrate eligibility to work in the United States
  • Cherry Bekaert will not provide work sponsorship for this position

Benefits

  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Generous Paid Time Off
  • Retirement plans
  • Paid Care Leave
  • Other programs dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection
  • Career growth and continuous professional development
  • 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
  • Remote work in the United States

Company Overview

  • Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions. It was founded in 1947, and is headquartered in Raleigh, North Carolina, USA, with a workforce of 1001-5000 employees. Its website is https://www.cbh.com.
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