The Role
The Finance Transformation Manager leads finance projects, improves finance processes, enables technology, and supports change for clients' financial transformations.
Summary Generated by Built In
CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Finance Effectiveness team and seeking professionals ready to deliver measurable impact on the most pressing priorities of modern finance organizations.
We are seeking a results-driven Finance Transformation Manager to lead workstreams and oversee day-to-day execution on finance transformation projects. This role is ideal for a hands-on problem solver with experience improving finance processes, enabling technology, and supporting change. The Manager will work closely with senior leaders and clients to translate strategic objectives into actionable plans and ensure high-quality delivery across initiatives.
Key Responsibilities:
· Manage project workstreams related to finance strategy, process improvement, or digital enablement across different Finance areas.
· Conduct current-state assessments, identify improvement opportunities, and help design future-state operating models for finance organizations.
· Support implementation of enabling technologies including ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and analytics dashboards.
· Coordinate day-to-day client activities, project planning, issue resolution, and status reporting.
· Lead the development of key deliverables, including recommendations, roadmaps, and value cases.
· Collaborate with cross-functional teams to support integrated transformation programs.
· Mentor analysts and associates, providing guidance, feedback, and technical knowledge development.
· Assist in business development efforts, such as contributing to proposals, client workshops, and internal capability building.
What We’re Looking For:
· Six plus years of experience in finance transformation, process improvement, or systems implementation—ideally within a consulting or professional services environment.
· Strong understanding of finance processes and operations (e.g., planning, close, reporting, payables, receivables).
· Exposure to digital finance tools such as ERP systems, automation platforms (e.g., RPA), or data visualization software.
· Strong project management, communication, and stakeholder engagement skills.
· Bachelor’s degree in Finance, Accounting, Business, or a related discipline; CPA, CFA, or PMP is a plus.
Skills Required
- Six plus years of experience in finance transformation, process improvement, or systems implementation
- Strong understanding of finance processes and operations
- Exposure to digital finance tools
- Strong project management, communication, and stakeholder engagement skills
- Bachelor's degree in Finance, Accounting, Business, or a related discipline
- CPA, CFA, or PMP is a plus
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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)
