Cherry Bekaert Advisory, LLC is hiring: Finance & Accounting Outsourcing Lea

Ranked among the largest assurance, tax and advisory firms in the U.S., Cherry Bekaert has been providing superior tax, audit, and advisory solutions across the globe for 75+ years. Ranked 1st as the ‘Fastest Growing Firms in the U.S. 2024’ by Accounting Today, our strategy is to be digitally driven, industry-aligned, and focused on the middle market.

To continue our rapid growth and success in providing compliance, planning, and consulting services to our clients, we’re currently seeking a Partner to lead the operations of our Outsourcing & Resource (ORS) practice.

In this highly visible national role, you’ll be responsible for positioning the firm as a leader in providing Outsourced Finance & Accounting Services for small to mid-size middle-market clients ($250m revenue or less) in the following industries: Professional Services, Real Estate, Government Contractor Consulting Services (GovCon), and Not-for-Profit Organizations. Our clients benefit from having an experienced team that offers industry-aligned outsourced accounting services to support their financial, IT managed services, and operational business needs.

You’ll be responsible for the operations and profitability of the ORS practice and contributing to its growth, working in close collaboration with internal and external stakeholders, such as clients, partners, vendors, and corporate functions (Finance, People & Culture, and Growth team) to achieve the vision, strategy, and goals for the $70m+ ORS practice.

To be considered for this role, you’ll need a strong background in Finance & Accounting Outsourced Services (with smaller middle-market clients), with proven operations/P&L responsibility, and prior leadership of an office, practice, industry group, market, or similar. This role may be based out of any of our offices within the United States. Limited travel should be expected. Your key responsibilities will include:

• Execute the Firm and Advisory Service Line vision, strategy, and goals for the ORS practice to position Cherry Bekaert as a leader in ORS advisory services for small to mid-size businesses.
• Ensure that ORS services to clients are exceptional and tailored to the specific needs of our middle-market clients.
• Oversee the operations of the ORS practice, ensuring the highest standards of compliance, quality, and ethics in all ORS engagements. Ensure discipline around execution of Service Line business processes and Firm business practices for the ORS practice.
• Develop the ORS annual budget and drive results, through practice Partners, against budget and key performance indicators throughout the year for the practice.
• Drive consistency, collaboration and communication between the ORS practice and leaders on the Service Line, Market, Shared Services, Growth, and Industry teams as well as other stakeholders.
• Develop professionals within the practice and build a talent pipeline with the requisite technical expertise.
• Drive use of technology, automation, offshoring, and artificial intelligence to improve service offerings, execution, and profitability.
• Contribute to ORS practice growth by consulting and collaborating with Market Leaders, Industry Leaders, and other key stakeholders to develop a unified go-to-market approach to target specific industry verticals. Help consistently grow the practice through expansion of services to existing clients, cross selling with other advisory practices, and obtaining new clients.
• Stay abreast of industry developments, emerging trends, and regulatory changes related to outsourced accounting services, and proactively adjust strategies and practices to maintain competitiveness and relevance.

Qualifications

• Bachelor’s degree. Master’s degree or MBA preferred.
• CPA with active license preferred, but not necessary.
• Minimum 15 years of experience in a public accounting or consulting firm with a focus on providing Outsourced Accounting Services including at least 10 years’ experience in a leadership or management role required.
• Proven ability to manage operations and complex projects in a fast-paced and dynamic environment.
• Prior experience in managing at least 250-person business.
• Proven track record in successfully managing a growing profitable scaled Financial Outsourcing business.
• Demonstrated experience in driving growth and building an office, practice, market, industry group, service line, or similar.
• Ability to drive success through the influencing of Partners and staff.

What you can expect from us:

• Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities.
• Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success.
• Big firm resources and bench strength; smaller firm flexibility and openness to new ideas.
• Defined metrics and targets that eliminate ambiguity.
• Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July.
• Click her to learn more About Us

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. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure.

Cherry Bekaert cares about our people. We offer a competitive compensation package based on performance that recognize the value our people bring to our clients and our Firm. 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.

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, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

This role is expected to accept applications for at least five calendar days.

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 cbh.com/careers and follow us on LinkedIn, Instagram, Twitter and Facebook.

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