The Role
Lead finance transformation projects, advising CFOs on operational improvements, managing client relationships, and mentoring team members.
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 looking for a Senior Manager in the Finance Transformation practice to play a critical role in leading project teams and advising CFOs on how to evolve their finance organizations. This leader will help clients modernize their operating models, streamline processes, and adopt digital tools to unlock efficiency, insight, and agility. This role combines delivery ownership with client relationship development and offers a path to leadership within a high-impact consulting practice.
Key Responsibilities:
· Lead workstreams or medium-to-large engagements focused on finance operating model design, process optimization, and digital enablement across all finance areas.
· Serve as a trusted advisor to finance executives, helping define transformation roadmaps and deliver business outcomes.
· Oversee day-to-day client delivery, including project planning, stakeholder management, and quality assurance.
· Support design and implementation of digital enablers such as ERP (SAP, Oracle, Workday), EPM tools, automation, and analytics solutions.
· Manage and mentor consultants and managers, fostering skill development and strong team performance.
· Collaborate across firm capabilities (e.g., digital, risk, change management) to deliver integrated, cross-functional transformation initiatives.
· Participate in business development efforts, including proposal creation, solution design, and client presentations.
· Contribute to internal thought leadership, methodologies, and practice development initiatives.
What We’re Looking For:
· Eight plus years of experience in finance transformation or consulting, with prior experience in a professional services firm strongly preferred.
· Deep understanding of finance operations, shared services, or finance process redesign.
· Working knowledge of enabling technologies such as ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and reporting solutions.
· Demonstrated success leading client delivery teams and managing project workstreams.
· Strong analytical, communication, and stakeholder management skills.
Skills Required
- Eight plus years of experience in finance transformation or consulting
- Deep understanding of finance operations
- Working knowledge of enabling technologies
- Demonstrated success leading client delivery teams
- Strong analytical, communication, and stakeholder management skills
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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)
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