As a member of our Business Transformation team, you will work as an extension of our client’s team. Your work will focus on supporting the strategic and operational function of our client’s finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.

The FP&A Managing Director is a key member of the Business Transformation: Strategic Finance and Analytics team and will help influence clients’ financial and business decisions. In the beginning, FP&A work is not expected to require 100% of the executive’s time for project management or billable work as they will be asked to do other tasks including: interviewing and recruiting new finance team members to work under their direction, business development activity including getting to know the partners at CFGI within this vertical, and identifying additional revenue streams within our existing clients. 

 Roles and 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. 

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

 

Preferred Skills: 

 

·            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.

 

 

·       Finance focused with a minimum of ten years’ experience in finance and/or accounting. Client service experience in top professional services firms (i.e., Big 4) is required. 

·       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. 

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