Berkowitz Pollack Brant Advisors + CPAs

Senior Manager, Business Transformation

Berkowitz Pollack Brant Advisors + CPAs

full-time

Posted on:

Origin:  • 🇺🇸 United States • Florida, New York

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Job Level

Senior

About the role

  • Lead the design and execution of business transformation initiatives across the firm, ensuring alignment with strategic priorities and regulatory standards
  • Develop and oversee comprehensive change management strategies, including stakeholder engagement, communication, training, and adoption plans
  • Partner with firm leadership to streamline processes, adopt new technologies, and enhance collaboration across service lines
  • Guide practice leaders and staff through organizational change, anticipate resistance, and embed sustainable practices
  • Serve as a solutions architect—analyze current-state processes, recommend improvements, and ensure successful implementation of enabling technologies
  • Translate complex technical concepts into business-friendly solutions to improve financial performance, operational efficiency, and client outcomes
  • Manage and mentor associates and senior associates within the Business Transformation function
  • Establish and track success metrics to measure adoption, ROI, and long-term sustainability
  • Act as a trusted advisor on industry best practices, emerging technologies, and change management trends relevant to public accounting

Requirements

  • Bachelor’s degree in accounting, Business Administration, Information Systems, or related field required
  • CPA, MBA, or master’s degree in accounting, Taxation, or Business preferred
  • 8+ years of progressive experience in business transformation, consulting, or solutions architecture within professional services or public accounting
  • Proven track record leading organizational change initiatives, preferably in a multi-office or partnership environment
  • Experience working at the intersection of business and technology, translating accounting and operational needs into scalable solutions
  • Strong leadership and supervisory experience; ability to coach and develop high-performing teams
  • Exceptional communication, stakeholder management, and executive presentation skills
  • Advanced proficiency in Microsoft Office Suite; familiarity with business transformation platforms, data analytics tools, and workflow automation software is a plus