Senior Partner, Office of the CFO jobs in United States
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West Monroe · 1 day ago

Senior Partner, Office of the CFO

West Monroe is a global business and technology consulting firm passionate about creating measurable value for clients. They are seeking a Senior Partner to lead their Financial Management discipline, providing strategic leadership, business development, and client delivery to optimize financial operations for the Office of the CFO.

Business DevelopmentConsultingInformation ServicesInformation TechnologyService Industry

Responsibilities

Drive opportunity origination at new and existing clients, qualify leads, and collaborate on pursuits for new work, building deep relationships with CFOs and other executive stakeholders
Partner with industry and multidisciplinary teams to identify sales opportunities based on Financial Management offerings, including operational architecture, financial insights, technology enablement, and organizational effectiveness
Initiate and lead business development meetings with prospective clients, understanding their needs and translating goals into actionable engagements
Develop detailed proposals showcasing quantifiable value creation, including work plans, pricing estimates, and risk assessments
Attend networking events and actively build and leverage a professional network in the Consumer & Industrial Products, High Tech & Software, Private Equity, and middle-market sectors
Lead practice and multidisciplinary teams to deliver transformational solutions for the Office of the CFO, addressing challenges such as scalability, operational inefficiencies, and technology modernization
Provide expertise in back-office applications (ERP, EPM, AR/AP Automation, etc.) strategy, selection, implementation PMO, and change management to ensure clients have scalable, integrated architectures that align with their business goals
Guide clients in evaluating and selecting back-office systems, ensuring alignment with organizational needs and investment theses, while helping them avoid unnecessary customizations
Oversee back-office implementation PMO activities, including governance, risk management, and stakeholder alignment, while ensuring seamless collaboration across teams
Deliver tailored solutions for financial process optimization, including record to report, procure to pay, budgeting and forecasting, and financial insights and analytics
Manage client relationships and resolve risks or conflicts professionally to achieve desired outcomes
Serve as a role model to project teams, inspiring collaboration, innovation, and exceptional client service
Collaborate with practice and office leadership to define the culture, strategic direction, and growth strategy for the Financial Management discipline
Lead the development and enhancement of Financial Management offerings, methodologies, and delivery approaches, with a focus on ERP strategy, technology enablement, and financial transformation roadmaps
Drive operational activities such as pipeline management, staffing, financial planning, and recruiting to ensure the practice’s sustained growth
Mentor and coach consultants, fostering a growth mindset and actively participating in career advisory and performance management processes
Promote inclusion and diversity within the practice, encouraging openness to new ideas and perspectives

Qualification

Financial ManagementERP StrategyBusiness DevelopmentConsulting ExpertiseFinancial Process OptimizationChange ManagementLeadership SkillsActive Professional NetworkCommunication SkillsMentoring

Required

Bachelor's degree in finance, accounting, business administration, or equivalent experience required
15+ years of experience in financial management, consulting, or related fields, with a proven track record of delivering transformational solutions for the Office of the CFO
5+ years of direct experience as a management consultant, providing advisory services for clients in areas such as operational architecture, financial insights, technology enablement, and organizational effectiveness
Deep experience in ERP strategy, system selection, implementation PMO, and change management, with a focus on aligning solutions to business objectives
Expertise in financial process optimization (record to report, procure to pay, budgeting and forecasting), financial analytics, and technology modernization
Demonstrated success in managing multidisciplinary teams, mentoring consultants, and driving business growth through entrepreneurial leadership
Experience in farming leads, managing the sales process (pursuit strategy, client development cycle, proposal creation), and building long-term client relationships
Exceptional written and verbal communication skills, including the ability to create impactful executive-ready deliverables and present insights effectively to C-suite stakeholders
An active professional network in industries such as private equity, banking, insurance, healthcare, and consumer and industrial products
A passion for fostering a culture of inclusion, diversity, and collaboration while driving business impact
Ability to travel as required based on client and practice demands

Preferred

Advanced degrees (MBA, CPA, CFA) are preferred

Benefits

Employees (and their families) are covered by medical, dental, vision, and basic life insurance.
Employees are able to enroll in our company’s 401k plan.
Employees can purchase shares from our employee stock ownership program.
Employees are eligible to receive annual bonuses.
Employees will also receive unlimited flexible time off.
Employees will receive ten paid holidays throughout the calendar year.
Eligibility for ten weeks of paid parental leave will also be available upon hire date.

Company

West Monroe

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West Monroe offers digital transformation, analytics, cloud, cyber security, business advisory, and management consulting services.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
MSD Partners
2021-10-15Series Unknown
2020-01-07Acquired

Leadership Team

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Gil Mermelstein
Chief Executive Officer
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Kevin McCarty
Co-Founder & Executive Chairman of West Monroe
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Company data provided by crunchbase