FP&A Advisory Director (CFO Advisory)

Job Overview: Are you a seasoned Advisory Leader with a knack for helping clients with Performance Measurement & Management, FP&A and Finance Transformation initiatives? Do you possess experience in Professional Practice Groups and are you considering expanding your career within a more structured environment with robust sales resources?

At Cherry Bekaert, a leading assurance, tax, and advisory firm, we are expanding our Advisory practice due to significant growth. We are seeking a dynamic individual to fill the newly established role of CFO Advisory Director, Head of Performance Measurement & Management FP&A Advisory.

As a CFO Advisory – FP&A Advisory Director , you will:

• Build a team of talented FP&A resources focused on providing leading practice solutions to Cherry Bekaert’s middle market client base, across multiple industries
• Work collaboratively with our existing advisory practice leaders, and our audit and tax practice leaders to drive business development opportunities both within our existing client base and with net new clients
• Articulate and build a clear go-to-market approach around FP&A Advisory services focused on meeting the needs of our middle market client base
• Be a leader within our CFO Advisory practice with the opportunity to drive strategy for our practice and the firm and take advantage of a significant market opportunity
• Have deep expertise in:
• Liquidity and Working Capital Optimization
• Budgeting, Planning and Forecasting modeling and processes
• Performance Management and Analytics
• Development of leading FP&A processes, practices and solutions within the middle market
• Financial and Operational Analysis
• Have significant experience working in a fast-paced environment, and working with Private Equity backed organizations and other leading middle market companies
• Be comfortable leading the business development, sales, scoping, and delivery of FP&A Advisory services across multiple industries
• Guide and lead client interviews, ask inquisitive questions, and understand different stakeholders’ perspective
• Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions
• Ensure issues and opportunities are clearly and concisely presented
• Understand key finance and accounting processes, how they tie to operational process and ultimately how we can drive value creation and EBITDA improvement for our clients
• Ensure that the project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and communicate client’s expectations consistently
• Employ actionable plans (e.g. create initiatives to optimize working capital, implement liquidity improvement programs and improve financial transparency throughout our clients’ operations)
• Identify risks and obstacles early on, create contingency plans, and communicate timely with the client
• Leverage previous experience to guide and promote the team to think innovatively
• Recognize the current skill set of team members and maximize their level of contribution
• Share knowledge and experience, provide coaching to teammates, act as a mentor to several junior resources
• Ability to provide valuable insight and improvement initiatives to senior management and board members
• Willingness and proven track record of selling/meeting performance goals set by leadership

Required Education/Experience/Certifications

• Bachelor’s degree in finance, Accounting, or related field; MBA or CPA preferred.
• 10+ of experience in FP&A, corporate finance, financial consulting (leading Accounting or Advisory firms), private equity, or investment banking.
• Strong proficiency in Excel and financial modeling; experience with Power BI, Tableau, or similar tools is a plus.
• Proven track record of driving process improvements and supporting transformation initiatives.
• Excellent communication and stakeholder management skills.

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

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 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:

$174,000 to $319,100

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 provide work sponsorship 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 on LinkedIn, Glassdoor, Instagram, Twitter and Facebook.

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