CFO Advisory, Senior Associate

Overview

As a Senior Associate in CFO Advisory Services, you will play a critical role in delivering accounting advisory engagements to clients, including private equity-backed portfolio companies, middle‑market SEC registrants, state and local governments, higher education institutions and not‑for‑profits. You will support CFOs and senior finance leaders in navigating complex financial reporting, operational challenges, and value creation initiatives. This role combines technical accounting expertise, financial analysis, and business acumen to drive performance improvement and support transformational change.

• Implementation of new accounting standards (ASC 606, ASC 842 / GASB 101 and GASB 103)
• Complex financial statement close processes
• Drafting and reviewing S-1 / S-4’s,10-K / 10-Q’s, and Annual Comprehensive Financial Reports (ACFRs)
• Cash to modified accrual or full accrual conversions
• Process improvement and organizational design
• Client interviews and stakeholder engagement to gather insights and validate assumptions
• Technology and AI strategy and enablement
• Large data set manipulation and problem solving
• Internal control and best practice evaluation
• Validation of information between multiple sources of financial information

• Bachelor's Degree in Accounting
• Minimum 3 years of relevant experience within a public accounting firm, middle-market SEC registrant, private equity-backed portfolio company, or public sector environment performing external audit, consulting, or in the accounting and finance function
• Strong knowledge of financial accounting standards (FASB), SEC regulations, or governmental accounting standards (GASB)
• Prior experience with audit, accounting, and/or consulting standards (GASB, AICPA, GAS including Yellow Book/Green Book)
• Ability to navigate SEC filings and/or Annual Comprehensive Financial Report (ACFRs)
• Prior experience with internal controls including documentation and testing of controls
• Strong organizational skills; enabling one to multi-task, adapt to dynamic environments, and meet project deadlines with a focus on details
• Effective oral and written communication skills
• Ability to utilize Microsoft Office, including Excel and Power Point
• Ability to travel up to 40% as needed

• Licensed CPA SEC Registrant, State & Local Government or Not-for-Profit or experience
• Experience with SEC Filings or GFOA’s ACFR Special Review Process
• Experience with financial statement close process or proposing / reclassifying journal entries
• Ability to troubleshoot and solve account reconciliation issues
• Thrives working in a deadline-driven environment with a focus on details and accuracy
• Ability to adapt to rapidly changing environments successfully
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Team player able to move to effectively delegate work assignments as needed
• Comfortable and thriving in a hybrid work environment

Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing. Salary range: $105k to $130k. Additional benefits include annual bonus, medical, dental, vision, disability and life insurance, generous Paid Time Off, retirement plans, Paid Care Leave, and other programs dedicated to enhancing your personal and work life.

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 and local laws.