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CFGI · 2 days ago

Managing Director

New York, NY

Full-time

Onsite

Lead/Staff, Director/Executive

12+ years exp

CFGI is a dynamic and fast-growing financial consulting firm that serves as a trusted partner to CFOs. They are seeking a strategic and execution-focused Managing Director to support the growth of their FP&A Advisory team, influencing clients' financial decisions and driving business transformation initiatives.

AccountingConsultingFinancial Services

Work & Life Balance

Responsibilities

The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions

Drive the growth of CFGI’s FP&A Advisory practice by developing go-to-market strategies and building strong client relationships

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

Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace

Qualification

FP&A function expertiseThree statement financialsBusiness development experienceExecutive-level communicationTransactional experienceFinance technologies expertiseERP technology understandingEntrepreneurial mindsetStakeholder engagement skillsProject management experience

Required

12-15+ years of progressive experience in finance, preferably within a consulting or professional services environment

A proven track record of generating new business and expanding client relationships is required

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

Advanced understanding of the FP&A function within a finance organization

Extensive experience and 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

Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial)

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 clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions

Preferred

Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus

Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus