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Cherry Bekaert Unveils Finance Modernization Solution for Mid-Market Growth
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Subscribe06 JUN 2025 / SERVICES UPDATES
Raleigh-based firm Cherry Bekaert has launched its Finance Modernization solution, aimed at helping CFOs and their teams modernise financial infrastructure and processes in support of sustainable growth. Designed with a finance-first philosophy, the solution offers a clear operational transformation strategy and assists in areas such as process efficiency, forecast accuracy, and cash flow management without implementing disruptive technology changes.
Cherry Bekaert, a Raleigh, N.C.-based IPA 100 firm with FY2023 net revenue of $572 million, has launched its new Finance Modernization solution—an offering aimed at equipping CFOs and their teams with the infrastructure and strategic tools needed to support sustainable growth. This latest initiative strengthens the firm’s advisory portfolio by directly addressing challenges related to outdated systems, inefficient financial operations, and evolving business complexity.
Designed with a finance-first—not tech-first—philosophy, the solution helps mid-market organizations chart a clear path for operational transformation. Cherry Bekaert works closely with CFOs and leadership teams to assess and improve core financial functions across people, processes, technology, and data. The result is a practical, end-to-end framework that enables efficient decision-making and better alignment with long-term business goals.
Roy Nicholson, business optimization partner at Cherry Bekaert Advisory LLC, explained that the approach is grounded in the day-to-day realities CFOs face. Rather than pushing disruptive technology changes, the solution focuses on empowering finance teams to operate more strategically through tailored, people-centered modernization efforts.
The Finance Modernization solution delivers an actionable roadmap, helping clients identify “quick wins” within the first 30, 60, and 90 days. Long-term strategies are also included, enabling sustainable improvements in areas such as process efficiency, forecast accuracy, and cash flow management.
By avoiding one-size-fits-all technologies, the service allows organizations to retain existing strengths while modernizing what’s outdated and scaling for future growth. The offering also addresses talent shortages and skills gaps by providing upskilling, system enhancements, and optional outsourced solutions.
Through this initiative, Cherry Bekaert aims to help businesses achieve faster financial cycles, stronger forecasting, and greater ROI—delivering practical results without unnecessary disruption.
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