Financial Planning and Analysis

• Lead firm-wide FP&A activities including budgeting, forecasting, financial modeling, and KPI tracking
• Partner closely with service line leaders to evaluate financial performance, identify risks, and uncover strategic opportunities
• Oversee month-end and quarterly financial reporting to ensure accuracy, timeliness, and clarity for executive stakeholders
• Support mergers and acquisitions, including valuation modeling, deal structuring, and financial due diligence
• Drive proactive analysis of profitability, utilization, leverage, and other core professional services metrics
• Enhance dashboards, management reporting, and analytics capabilities across the Finance function
• Lead, coach, and develop a high-performing finance team, including managers and individual contributors
• Collaborate cross-functionally with People & Culture, IT, Marketing, and Operations to support firm-wide initiatives
• Monitor billing and collections activity and approve invoices and expenses where required

Director of Finance

Collections

• Manage an assigned portfolio of routine AR accounts, performing timely outreach on past-due balances.
• Document all client interactions, follow-up actions, and commitments in the collections system.
• Generate and send client statements, reminder notices, and follow-up emails using approved templates.
• Review customer payments for basic discrepancies and coordinate with Billing/Finance to correct errors.
• Support account research including payment history reviews, invoice copies, portal status checks, and statement reconciliations.
• Monitor aging reports and follow prescribed cadence-based workflow activities.
• Escalate unresolved issues, disputes, and complex discrepancies to the Senior Collections Coordinator or Collections Manager.
• Assist in preparing weekly portfolio updates for team meetings.
• Submit invoices or documentation through client portals and maintain required artifacts.
• Coordinate with Engagement Teams to obtain missing information, PO numbers, billing clarifications, or approvals.
• Maintain organized, audit-ready documentation in line with internal controls and retention guidelines.
• Identify minor process inefficiencies and recommend practical improvements.
• Perform other duties as assigned.

Collections Coordinator

Affiliate Manager

• Provide senior leadership and oversight for advisory engagements, ensuring high-quality client service and professional standards.
• Serve as a trusted advisor to clients, fostering long-term relationships and supporting their business objectives.
• Contribute to business development efforts, including identifying opportunities, supporting proposals, and expanding client relationships.
• Collaborate with leaders across Advisory, Tax, Audit, and other service lines to deliver integrated client solutions.
• Support firm initiatives related to growth, innovation, talent development, and operational excellence.
• Mentor and develop professionals, reinforcing a collaborative and high-performance culture.
• Represent the firm in internal and external forums, as appropriate.

Advisory Partner

• Provides leadership to team including coaching, mentoring and professional development or oversight to a department
• Responsible for providing performance feedback on a regular basis
• Manage assigned AR portfolio: perform timely outreach, document contacts, and drive resolution for past-due balances
• Investigate and resolve discrepancies (payment misapplication, short-pays, credits, write-off requests) and coordinate corrections with Billing/Finance
• Conduct complex account reconciliations; compile supporting documentation for client and internal review
• Monitor and action portfolio KPIs (aging buckets, DSO drivers, promise-to-pay adherence); escalate exceptions per playbook thresholds
• Prepare and maintain weekly collection status updates for team huddles and stakeholder reviews
• Support month-end cash forecasting and variance explanation for assigned accounts
• Track and follow formal dispute/issue resolution workflow; partner with engagement leaders to obtain approvals and next steps
• Generate client statements, dunning communications, and settlement proposals using approved templates
• Maintain accurate, audit-ready account notes and artifacts in collections systems and document repositories
• Collaborate cross-functionally to resolve root causes (billing set-ups, PO requirements, tax/exemption issues, invoice formatting, portal submissions)
• Assist with onboarding and peer training on collections procedures, systems, and reporting standards
• Recommend incremental process improvements to simplify workflows and improve cycle time and data quality
• Uphold compliance with internal controls, audit requirements, and records retention policies
• Perform other duties as assigned

Senior Collections Coordinator

Strategy

• Be responsible for translating strategy priorities into well-defined strategic initiatives that balance short-term impact with setting the business up for scalable, long-term success
• You will be part of a team whose mandate is to help the organization activate its strategy in a way that is aligned across the organization and encourages collaboration and cross-functional engagement.
• Some examples of initiatives you might lead include:
• Establishment of a new function, capability, or set of operating best practices to support our strategy
• Creation of internal programs that drive mindset and behavior change in alignment with our strategy
• Development of client-facing solutions or experiences to build lasting relationships and serve the needs of our target clients
• Deployment of a new digital tool that changes the way our teams do their work in service of improving efficiency and client service outcomes
• Development and execution of an acquisition integration strategy and plan, balancing business needs with employee experience
• Design and leadership of an annual strategic planning process that drives alignment of activities with strategy, and encourages collaboration and accountability

Strategic Initiatives Lead

• Consistently grow the practice through expansion of services to existing clients, cross selling with other advisory practices, and obtaining new clients.
• Serve as the face of the Firm to the local market team and the local marketplace.
• Execute the Firm and Audit Service Line vision, strategy, and goals for the Louisville audit practice, as well as support other leaders in their execution of the strategic plan.
• Lead Market execution of Firm strategy and goals through reinforcement of Firm Vision Model and champion of Firm’s shared values.
• Ensure proper communication flow to the market related to Firm initiatives.
• Develop professionals within the practice and build a talent pipeline with the requisite technical expertise.
• Drive consistency, collaboration and communication among Service Line, Market Leaders, Shared Service Leaders, Advisory and Industry Leaders as well as with other stakeholders.

Audit Partner, Market Leader

Risk

• Lead the development and execution of go-to-market strategies across key industries and geographies, particularly in the tristate area.
• Identify emerging client needs and align RAS offerings to meet them.
• Serve as a trusted advisor to clients, delivering high-impact risk solutions.
• Drive expansion within existing accounts and lead pursuits for new business opportunities.
• Champion the evolution of RAS offerings, including Internal Audit, Risk Management, ESG, Regulatory Compliance, and Risk Analytics.
• Partner with RAS leadership to align resources, develop talent, and ensure high-quality delivery.

Risk Advisory Services Partner

• help develop the vision, strategies, and action plans to grow Cherry Bekaert’s TCIA Practice
• manage and execute cost segregation, fixed asset review, and oversee IRC Section 179D projects for our clients
• separate the cost components of a building into their proper asset classifications and recovery period for the purposes of accelerating depreciation
• report to the leader of the TCIA practice and other Partners
• work with new clients and core tax and audit partners to articulate the value of Cost Segregation, QPP, 179D Analysis
• perform site inspections of client properties for IRS audit substantiation purposes
• costing of architectural, site, mechanical and electrical construction utilizing historical cost databases and industry accepted techniques
• analyze construction general ledgers, contractor payment applications, and other cost/financial documentation

Tax Credits & Incentives Advisory Director – Cost Segregation

• Provide strategic leadership to teams and oversee a department within the Collections function
• Develop and execute collection strategies that align with organizational goals and financial targets
• Use data-driven insights to forecast trends, identify risks, and recommend strategic improvements
• Lead change initiatives that enhance efficiency, compliance, and overall performance
• Establish and monitor KPIs, service levels, and productivity standards for the department
• Ensure adherence to internal policies, regulatory requirements, and industry best practices
• Partner with Finance, Billing, Legal, Client Service, and other departments to resolve complex issues
• Conduct performance evaluations, identify skill gaps, and implement training or development plans

Collections Lead

IT Support

• Manage client relationships and deliver assurance services
• Lead audit engagements and supervise staff
• Provide training and development to team members
• Involved in business development and client service initiatives
• Conduct performance evaluations and provide feedback

Audit Manager

Manager

• Plan, organize, conduct, manage, and oversee projects and services in business valuation analysis, industry research, and related investigative services
• Understand and manage firm risk on projects and proposals
• Supervise, train, and mentor more junior professionals on valuation of financial instruments and related services
• Assess the performance of staff as part of engagement and year-end reviews
• Work closely with audit teams and regulators
• Work closely with Partners and staff on client management, practice development, and business development processes
• Participate in conducting presentations and seminars

Valuation Senior Manager

• Provide tax equity investment consulting services for clients
• Lead and grow a small team in the renewable energy practice
• Understand post-OB3 credit regime including various tax credits
• Assist in building market presence through webinars and published articles

Senior Manager, Energy Credits

• Provide tax consulting and advisory services to Cherry Bekaert professionals and their clients
• Work closely with fellow NTO specialists to ensure comprehensive technical soundness on tax consulting and advisory advice
• Working with HR Consulting to ensure federal tax and ERISA compliance
• Participating in national C&B professional groups
• Researching and writing technical tax memoranda
• Developing thought leadership and other external marketing materials
• Developing and delivering internal staff training for tax issues
• Assisting with internal and external webinars and presentations
• Assisting with firm-wide quality control procedures

Tax Senior Manager – Compensation, Benefits, Employment Taxes

• Assist with preparing federal and state tax returns for exempt organizations
• Support the delivery of tax compliance and consulting services
• Conduct foundational tax research
• Collaborate with Tax Seniors and Managers
• Build strong client service skills
• Develop analytical, organizational, and communication abilities

Exempt Organizations Tax Associate

• Assist with preparing federal and state tax returns for exempt organizations
• Support the delivery of tax compliance and consulting services
• Conduct foundational tax research
• Collaborate with Tax Seniors and Managers
• Build strong client service skills