The Role
As a Managing Director/Director on our Business Transformation team, you will work as an extension of our client’s team. You will work alongside CEOs, CFOs, controllers, and treasurers to optimize their finance functions and improve their contribution to the business. Our team helps clients optimize and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions.
We are seeking an experienced and driven Enterprise Performance Management (EPM) Tool leader to help our clients navigate the complex world of EPM including vendor selection, implementation, and optimization of existing solutions. The EPM Tool Director will be a strategic thinker with a solid understanding of EPM tools and processes. The ideal candidate will have a proven track record of successfully implementing these tools in mid-market and large-scale enterprise environments, partnering with vendors, and demonstrating the value of EPM solutions to clients. Further, this is an expanding area of our practice with high growth potential.
Roles and Responsibilities:
· Building, developing, and managing teams to meet the strategic goals of the EPM team as well as the national Business Transformation practice. He/she will work closely with FP&A leadership teams to accomplish these goals.
· Act as a subject matter expert in EPM, providing insights and recommendations to our clients.
· Lead client engagements including, but not limited to, the assessment, selection and/or implementation of EPM Tools.
· Enhance our current EPM selection and implementation methodology where needed.
· Establish strong relationships with EPM vendors and establish partnerships while ensuring the best possible terms and service levels.
· Work closely with other practice offerings across the organization to articulate the value proposition of EPM solutions to clients and assist in selling work related to EPM.
· Maintain an understanding of advancements in EPM technology and innovations which are happening across the CFO ecosystem and broader marketplace.
Preferred Skills:
· Knowledge of EPM technologies (Vena, Pigment, Planful, Workday, Anaplan, etc.) and preferably experience with numerous implementations.
· Project Management experience is a requirement.
· Successful candidate will have a proven track record of business development experience related to major mid-market and/or large enterprise EPMs.
Qualifications and Capabilities:
· Motivated, Technology-focused individual with a minimum of ten years of experience in finance, IT, and strategic business consulting.
· Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.
· Demonstrate the ability to manage clients in the mid-market with experience in multiple industries.
· Promote the expansion of services to existing clients and integrating other solution sets within CFGI lines of service.
· Ability to exceed client expectations in a sophisticated consulting or accounting firm environment.
· Develop and maintain strong relationships with centers of influence and professionals outside the firm and inside the firm.
· Manage the fundamentals of practice oversight (i.e. realization, utilization, and resource leverage and client portfolio management).
· Identify talent, hire, mentor, coach, and ensure the continuous professional development of staff is being met.
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The Company
What We Do
CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include: » Technical Consulting » Interim Management » Corporate Tax » Private Equity Services » Valuation » Robotic Process Automation (RPA)
