About the role
Position Overview
We are seeking an experienced finance professional to lead complex advisory engagements for private equity-backed portfolio companies. This role operates at the intersection of strategic FP&A, accounting stabilization, and systems transformation.
You will frequently step in as an interim finance leader (e.g., Interim VP of Finance or Director of FP&A) during critical post-acquisition transition periods. The ideal candidate does not strictly need to be a CPA but must possess a strong foundational understanding of accounting mechanics, the month-end close process, and general ledger architecture to effectively bridge the gap between historical accounting data and forward-looking operational finance.
Key Responsibilities
Interim Finance Leadership & Post-Acquisition Integration
Act as the interim finance leader for PE-backed portfolio companies immediately following an acquisition or carve-out.
Assess and stabilize the target company’s existing finance and accounting functions, identifying immediate resource, process, and data gaps.
Serve as the primary liaison between the portfolio company’s operations team and the private equity sponsor.
Strategic Finance & FP&A Architecture
Design and implement driver-based financial models, rolling 13-week cash flow forecasts, and annual operating plans (AOP).
Develop automated, institutional-grade executive reporting packages and KPI dashboards for Board of Directors and PE sponsor reviews.
Establish unit-level economics, cost-to-serve models, and margin analysis to support operational decision-making.
Accounting Operations & Systems Transformation
Lead data hygiene initiatives to clean up messy historical accounting data, ensuring the general ledger can support advanced FP&A reporting.
Drive systems transformation projects, including migrating legacy accounting software to scalable ERPs (e.g., NetSuite, Intacct) and implementing BI tools.
Optimize and accelerate the month-end close process, moving clients from cash to accrual accounting where necessary.
Qualifications & Requirements
Experience: 7+ years of progressive experience in corporate finance, FP&A, or financial advisory, with direct experience operating within or advising private equity-backed companies.
Accounting Acumen: A strong working knowledge of GAAP, general ledger mechanics, and the accounting close process. While a CPA is not required, the ability to navigate a trial balance and resolve accounting operational bottlenecks is mandatory.
Systems Transformation: Proven experience participating in or leading finance systems implementations, data migrations, or reporting automation (e.g., ERP rollouts, Power BI/Tableau integrations).
Technical Skills: Advanced financial modeling capabilities (Excel) and high proficiency in extracting and manipulating large datasets.
Leadership: Demonstrated ability to manage client engagements, lead cross-functional teams, and communicate complex financial concepts directly to C-suite executives and private equity investors.
Agility: Comfort operating in ambiguous, fast-paced, and unstructured post-transaction environments.
What you can expect from us:
Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
The opportunity to innovate and do work that motivates and engages you
A collaborative environment focused on enabling you to further your career growth and continuous professional development
Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
Flexibility to do impactful work and the time to enjoy your life outside of work
Opportunities to connect and learn from professionals from different backgrounds and with different cultures
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.
Pay Range:
Pay From: $138,700 to $212,400About 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
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. 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 and follow us on LinkedIn, Instagram, Twitter and Facebook.
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Originally posted on Himalayas