Director, Finance & Accounting Outsourcing - Not for Profit industry jobs in United States
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Cherry Bekaert ยท 1 week ago

Director, Finance & Accounting Outsourcing - Not for Profit industry

Cherry Bekaert is a leading assurance, tax, and advisory firm serving clients across various industries. The Director of Finance and Outsourced Accounting will oversee client engagements, ensure high-quality service delivery, and drive the growth of the practice while mentoring team members.

AccountingConsultingFinancial ServicesWealth Management
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Growth Opportunities
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Responsibilities

Lead and manage client engagements, both monthly and consulting, from planning through execution and completion
Develop and maintain strong client relationships, acting as a trusted advisor
Meet client deliverables on schedule and within budget constraints
Deliver financial results and education to finance and audit committees and board of directors
Timely client invoice preparation and review, monitoring and follow-up on collections
Mentor and coach team members, fostering a culture of professional growth and development
Participation in staffing and allocation of resources, including communication and facilitation with others as needed to ensure efficient service delivery
Cultivate communication and collaboration within the team
Be a Career Advisor to include facilitation of training, periodic meetings and other oversight
Utilization management of staff
Promote innovative solutions leveraging technology to enhance service delivery and efficiency
Proficiency in technical matters and capability to operate both accounting and related support systems
Ensure engagements follow industry standards and best practices
Monitor and manage financial metrics, including rate per hour, realization and revision of contracts with clients
Promote and bring other Advisory Service offerings to clients
Contribute to the strategic planning process, aligning the practice's goals with firm-wide objectives
Identify market opportunities and initiate measures for growth and expansion
Lead initiatives to modernize the practice by integrating advanced technologies and processes

Qualification

CPAAccounting experienceFinancial forecastingFinancial management softwareInterpersonal skillsProblem-solving skillsStrategic mindsetAdaptability

Required

CPA with a bachelor's in accounting; master's preferred but not required
10+ years of experience
Extensive experience in accounting and finance with not-for-profit organizations, both trade and charitable, with a background in outsourcing or consultancy services
Proven leadership experience with the ability to inspire and manage a diverse team
Ability to work with those below and above level
Expertise in financial forecasting, budgeting, reporting, and analytics
Exceptional interpersonal and communication skills for effective client and team interactions
Strong problem-solving skills and a strategic mindset
Proficiency in using financial management software and tools
Ability to adapt to and manage change effectively
Desire to make change to make things better

Benefits

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection

Company

Cherry Bekaert

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Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity

Leadership Team

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John Bartz
Strategic Alliances Director
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