The Role
The Managing Director will lead finance transformation initiatives for clients, focusing on operating models, process optimization, and finance technology improvements while building a high-performing team and collaborating across service lines.
Summary Generated by Built In
CFGI, founded in 2000, is a 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 building our Finance Effectiveness team and seeking sharp, motivated professionals ready to drive impact on core topics that are at the heart of the CFO agenda.
We are seeking a strategic and execution-focused Managing Director to lead and grow our practice within the Finance Effectiveness team. This leader will work at the forefront of finance transformation, helping CFOs modernize their finance organizations by driving improvements across operating models, processes, technology, and talent. This is a unique opportunity to shape the future of the finance function for Fortune 1000 clients, delivering sustainable improvements in performance, efficiency, and insight.
Key Responsibilities:
· Lead end-to-end client engagements across key finance transformation areas, including operating model design, process optimization (FP&A, R2R, O2C, P2P), finance technology enablement, and performance management.
· Guide CFOs and finance executives in setting transformation agendas, building business cases, and executing initiatives aligned with enterprise strategy.
· Oversee the design and implementation of target-state finance functions – including organizational structure, shared services, centers of excellence, and enabling technologies such as ERP and EPM platforms.
· Build and lead a high-performing team of transformation professionals with expertise across functional finance, systems, and program delivery.
· Collaborate with peers across service lines (e.g., accounting advisory, transactions, digital enablement) to deliver integrated solutions.
· Contribute to the growth of the practice through go-to-market strategy, client development, thought leadership, and recruiting.
What We're Looking For:
· 15+ years of progressive experience in finance transformation, finance operating model design, shared services, or performance improvement – preferably within a consulting or professional services environment.
· Strong understanding of finance processes, systems (e.g., SAP, Oracle, Workday, Anaplan), and organizational design.
· Proven ability to lead complex programs and deliver measurable improvements in finance efficiency, effectiveness, and business partnership.
· Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change.
· Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice.
Top Skills
Anaplan
Epm
Erp
Oracle
SAP
Workday
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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)
