CFGI · 5 days ago
Financial Planning & Analysis - Manager
United States
Full-time
Remote
Senior Level
5+ years expCFGI is a consulting firm that focuses on business transformation. The FP&A Manager will support clients' finance organizations by leading financial modeling, budgeting, forecasting, and high-impact initiatives such as M&A integration and restructuring.
AccountingConsultingFinancial Services
Responsibilities
Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision
Help develop finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets
Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities
Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions
Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process
Thought capital and disseminate information around current and emerging trends
Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace
Qualification
Required
Finance-focused with a minimum of five years' experience in finance and/or accounting, with prior professional services experience
Exceptional understanding of the FP&A function within a finance organization
In-depth understanding of three statement financials and associated modelling
Significant engagement management experience as well as business, practice, and people development
Ability to concurrently manage internal firm and external client requirements
Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus
Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial)
Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus
ERP technology understanding (SAP / Oracle / Workday, etc.)
Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients
Demonstrated ability to clearly communicate with executive level clients, document requirements, and articulate the value proposition and business case for various FP&A and BT solutions
Preferred
Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion)
Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics)
Project Management experience is a plus
Experience in the financial services and/or life sciences industries preferred
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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