Financial Planning and Analysis

• Help clients protect and enhance the value of their organizations by leveraging their system of internal controls
• Support the performance of governmental accounting advisory engagements by delivering timely and accurate accounting and financial reporting support
• Implementation of new accounting standards, including GASB 101 and GASB 103
• Bank account and other subsidiary ledger reconciliation
• Financial statement close processes
• Drafting Annual Comprehensive Financial Reports (ACFRs)
• Accounting problem solving
• Internal control and best practice evaluation

CFO Advisory, Associate

Billing Specialist

• Prepare and process client invoices in the firm's PSA/ERP billing system
• Run and distribute billing reports
• Research prior invoices and billing history as needed
• Assist partners and bill managers with billing inquiries and workflow support
• Maintain data integrity in client management systems
• Support new hire onboarding on time entry procedures and billing workflows
• Develop and maintain collaborative working relationships with colleagues and internal stakeholders
• Keep the Billing Team Lead informed of potential issues, discrepancies and deadline challenges
• Perform other duties as assigned to support the overall billing function

Billing Coordinator

IT Support

• Lead various projects and support the strategic initiatives within the team and the assurance service line.
• Provide end-to-end support to the assurance service line on audit methodology, quality control, integration of acquired firms, audit process and innovation.
• Collaborate with outstanding audit teams in a variety of commercial industries.

Professional Practices Audit Manager

• Manage audit services for clients in various commercial industries
• Develop A&A associates and lead audit teams
• Foster exceptional client relations
• Drive business development initiatives
• Maintain compliance with industry standards and regulations

Audit Manager – Tampa

• Manage the client’s tax compliance needs
• Anticipate tax and business issues
• Recognize tax planning opportunities
• Lead Tax Staff and Seniors in a dynamic environment
• Solve problems for clients in a variety of industries
• Manage workflows, deadlines, deliverables, and client communications

Tax Manager

Account Manager

• Support Private Equity Key Account Managers by coordinating internal account and pursuit meetings, capturing notes, documenting next steps, and tracking ownership and due dates to ensure follow-through
• Maintain and distribute monthly dashboards that track key account activity, including meetings, proposals, wins and losses, and services delivered, providing visibility to Transaction Advisory Services and firm leadership
• Coordinate across transaction services, valuation, tax, audit, and advisory teams to ensure information flows effectively and internal cross-service opportunities are identified and pursued
• Manage CRM data integrity for priority private equity funds and portfolio companies, including contact hierarchies, pursuit records, pipeline stages, and relationship mapping
• Develop, organize, and maintain client-ready private equity and M&A collateral, partnering with marketing to ensure materials are current, on brand, and aligned to transaction services priorities
• Create and manage dashboards and reports that summarize pipeline, revenue, and relationship penetration at the fund and portfolio company levels, highlighting white-space and cross-sell opportunities
• Support strategic client engagements and events by coordinating outreach, invitations, attendance tracking, and follow-up actions to ensure each engagement drives measurable commercial outcomes

Key Account Coordinator

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AI Agent Architect

Manager

• Work closely with Partners and Directors to manage activities of buy-side and sell-side financial and tax due diligence engagements
• Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process
• Develop relationships with client’s senior-leadership teams and target company executives
• Communicate due diligence findings in a formal report
• Supervise junior staff and provide performance review feedback

Deal Advisory Manager, Healthcare

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

• Serve as a strategic advisor to clients on state and local tax credits, incentives, and economic development programs related to facility development, relocation, and expansion
• Lead and oversee large, complex, multi-jurisdictional engagements, ensuring technical excellence, timely delivery, and high-quality client service
• Direct and manage negotiations with state and local government agencies related to: Cash and training grants, Revenue and development bonds, Land grants and infrastructure incentives, Forgivable and low-interest loan programs, Permit fee waivers and workforce development initiatives
• Provide executive-level guidance on employment growth, labor retention, and training strategies aligned with client business objectives
• Own and manage key client relationships, acting as the primary point of contact and proactively identifying additional advisory opportunities
• Drive business development efforts, including proposal development, client presentations, thought leadership, and cross-functional collaboration with Tax, Advisory, and Assurance teams
• Lead, coach, and develop high-performing teams, including Senior Associates and Managers, through mentoring, performance management, and career development planning
• Contribute to practice growth and innovation, including development of methodologies, tools, and market-facing insights related to State Credits & Incentives
• Ensure compliance with applicable professional standards, firm policies, and regulatory requirements

Senior Tax Credits & Incentives Manager – State

• Act as a strategic, trusted advisor and main point of contact for assigned Private Equity funds and portfolio companies
• Build and maintain long-term, trusted relationships with C-suite executives, deal teams, and operating partners
• Develop and execute value-added, client-facing activities
• Understand client objectives and proactively identify opportunities for audit, tax, and advisory services
• Develop and execute account plans aligned with client priorities
• Drive cross-service collaboration (Audit, Tax, & Advisory) to deliver integrated solutions
• Identify and pursue white space opportunities for service expansion across portfolio companies
• Ensure seamless delivery of services by coordinating with engagement teams and subject matter experts
• Monitor independence and compliance requirements to mitigate risk across multi-entity relationships
• Track and report on account performance, pipeline, and revenue metrics
• Represent Cherry Bekaert at industry events, conferences, and networking forums
• Participate in client and prospect roadshows across markets

Key Account Leader – Private Equity Services

Security Engineer

• Lead Assessors support the delivery of consulting and attestation services
• As a Lead Assessor you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations
• Manage project resourcing, including working with Partners, Directors, Senior Managers, and other Managers on project resourcing
• Lead and drive internal growth efforts by building relationships across the firm, as well as participate in sales calls
• Being the lead project manager regarding project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality
• Understanding and communicating project status updates to clients and to internal stakeholders on engagement financials, client satisfaction, etc.
• Identify areas to improve project delivery (process improvement)
• Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm’s methodology/standards and participation in report drafting
• Maintain a strong client focus by understanding the client’s business needs while developing productive working relationships with client personnel to accomplish project objectives
• Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail
• Engage with our marketing and sales efforts to build marketing media, perform presentations, etc.
• Work with (lead, teach, support, and communicate) other folks in our practice on CMMC and other standards, as well as offshore resources to deliver projects where practical and where available
• Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc.

Cybersecurity CMMC Lead Assessor

Compliance

• Manage the development, maintenance, and continuous improvement of the firm’s cybersecurity governance, risk, and compliance (GRC) program
• Maintain and operationalize security policies, standards, procedures, and control frameworks aligned to industry standards (e.g., NIST CSF, NIST 800-53, ISO 27001, SOC 2, CMMC)
• Perform security risk assessments, including technology, vendor, and business process risk, and document findings, risk ratings, and recommended mitigations
• Track identified risks, exceptions, and remediation activities through a centralized risk register and support risk acceptance workflows
• Drive and support internal and external audits, client risk assessments, and due diligence requests (e.g., SOC reports, questionnaires, client security reviews)
• Partner with IT and Security teams to map technical controls to compliance requirements and validate control effectiveness
• Manage and assist with third-party risk management activities, including vendor security reviews and ongoing risk monitoring
• Contribute to incident governance activities, including post-incident reviews, risk tracking, and lessons learned documentation
• Oversee and support compliance tooling and evidence collection (e.g., GRC platforms, audit management tools)
• Help define metrics and reporting related to risk posture, compliance status, and control maturity for leadership
• Stay current on relevant regulatory, legal, and cybersecurity requirements impacting the firm and communicating changes to stakeholders
• Collaborate cross-functionally to promote security awareness, risk-informed decision making, and consistent governance practices
• Drive and support special projects related to SOC maturity, control improvements, M&A integration, and new technology risk assessments

CBH