Senior Manager, CFO Advisory – Strategic Finance, Interim Finance Leadership

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee intricate advisory projects for portfolio companies supported by private equity.

• Serve as the interim finance leader for portfolio companies post-acquisition or carve-out.

• Evaluate and strengthen finance and accounting operations.

• Identify immediate gaps in resources, processes, and data.

• Act as the main point of contact between portfolio company operations teams and private equity sponsors.

• Create and implement driver-based financial models, rolling 13-week cash flow projections, and annual operating plans.

• Develop automated reporting packages and KPI dashboards for reviews by the Board of Directors and PE sponsors.

• Establish unit-level economics, cost-to-serve models, and margin analyses.

• Lead initiatives for data hygiene and prepare general ledger data for advanced FP&A reporting.

• Drive transformation of finance systems, including migrations from legacy accounting software to scalable ERPs such as NetSuite and Intacct.

• Implement business intelligence tools and automate reporting processes.

• Enhance and expedite the month-end closing process.

• Transition clients from cash-based to accrual accounting when necessary.

⛳️ Requirements

• At least 7 years of progressive experience in corporate finance, FP&A, or financial advisory.

• Direct experience working with or advising private equity-backed firms.

• Strong knowledge of GAAP, general ledger operations, and the accounting closing process.

• Capability to navigate trial balances and address accounting operational challenges.

• Proven experience in participating in or leading finance system implementations, data migrations, or reporting automation.

• Advanced proficiency in financial modeling using Excel.

• High-level skills in extracting and manipulating substantial datasets.

• Demonstrated ability to manage client engagements and lead cross-functional teams.

• Proficiency in conveying complex financial concepts to C-suite executives and private equity investors.

• Comfort in navigating ambiguous, fast-paced, and unstructured post-transaction environments.

• Candidates must show 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.

• Comprehensive benefits program.

• Flexible work arrangements.

• Opportunities for career growth and continuous professional development.

• Opportunities to connect and learn from professionals from diverse backgrounds and cultures.