CFGI · 2 days ago
Enterprise Performance Management - Director
United States
Full-time
Remote
Director/Executive
10+ years expCFGI is a consulting firm specializing in business transformation, and they are seeking a Managing Director/Director for their Business Transformation team. The role involves working closely with clients to optimize finance functions, implement Enterprise Performance Management (EPM) tools, and enhance financial planning and analytics processes.
AccountingConsultingFinancial Services
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
Qualification
Required
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
Project Management experience is a requirement
Preferred
Knowledge of EPM technologies (Vena, Pigment, Planful, Workday, Anaplan, etc.) and preferably experience with numerous implementations
Successful candidate will have a proven track record of business development experience related to major mid-market and/or large enterprise EPMs
Company
CFGI
CFGI is a corporate finance and financial consulting firm that specializes in complex accounting, reporting, tax, and compliance issues.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
The Carlyle Group
2021-09-15Acquired
2018-03-01Private Equity
Leadership Team
Nicholas J. Nardone
Co-CEO
Steven M Michienzi
Chief Financial Officer
Recent News
Research and Markets
2025-09-02
Computer Weekly
2025-07-10
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