CFO Advisory Business Transformation Partner

Do you have a passion for building? Have you been described as having a “growth mindset?” Do you enjoy creating and executing strategies around growth? Are you comfortable holding yourself and others to ambitious growth goals? If so, please keep reading.

Cherry Bekaert, consistently recognized as a Great Place to Work, is proud to have been recognized in 2025 by Accounting Today as a Best Tech Firm for leadership in AI governance and data strategy. The firm was also named the #1 Firm in the Southeast, a Top Five Hedge Fund Auditor, and one of the Top 20 Accounting Firms in the U.S. Our strategy is to be digitally driven, industry-aligned, and focused on the middle market.

As our firm expands, we’re currently seeking a Partner for our CFO Advisory Finance Transformation Practice. Previous service line, regional, market, or industry leadership experience is desirable. Location is flexible.

In this highly visible national role, reporting to the CFO Advisory Leader, you’ll play a critical role in building and growing our advisory services focused on finance transformation, finance operations, and strategic financial planning. This position requires a seasoned advisor with a deep understanding of the CFO office of the middle-market (<$250m in revenue), capable of building a team of trusted advisors, driving significant business growth and providing innovative solutions that drive value for our clients.

Our CFO Advisory Practice of the future will be focused on providing strategic and operational advice to clients, helping them optimize their financial operations, navigate complex business decisions, and maximize value creation by leveraging their expertise in financial planning, analysis, technology, and operational efficiency.

Key Responsibilities:

• Capability Leadership: Expand the CFO Finance Transformation Advisory capability, developing strategic direction and holistic end-to-end solutions and service offerings that align with market trends and client needs and consider People, Process, Technology and Data needs.
• Client Engagement: Build and maintain strong relationships with CFOs and other C-suite executives, acting as a trusted advisor to help them navigate complex financial, technology, and operational challenges and opportunities.
• Business Development: Identify and pursue new business opportunities, leveraging industry networks to grow the client base and drive revenue growth for the practice. Build relationships and referral networks internally and externally.
• Thought Leadership: Serve as a thought leader in finance and technology transformation, contributing to industry publications, speaking at conferences, and enhancing the firm’s market presence.
• Team Development: Recruit, mentor, and lead a high-performing team of consultants, fostering a culture of excellence, collaboration, and continuous learning.
• Project Oversight: Oversee project delivery to ensure high-quality outcomes that exceed client expectations, managing resources effectively and ensuring profitability.

Required Skills & Qualifications:

• A minimum of 10+ years of experience in finance and technology leadership roles, with significant experience in an accounting or management consulting firm.
• Proven track record of leading and building a consulting practice or capability, with demonstrated success in business development and client engagement.
• Deep expertise in financial strategy, technology strategy, risk management, performance improvement, forecasting, accounting and finance transformation.
• Strong leadership and people management skills, with the ability to inspire and develop a team.
• CFO advisory experience at or with high growth firms in the $50m-$250m revenue range.
• Exceptional communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels.
• Advanced degree in accounting, finance, business administration, technology, engineering or related field; MBA preferred.

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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; small 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

Benefits Information:

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.

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, Instagram, Twitter and Facebook.  

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