Finance Effectiveness - Managing Director at CFGI

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, ConsultingIndustries

Requirements

15+ years of progressive experience in finance transformation, finance operating model design, shared services, or performance improvement – preferably within a consulting or professional services environment
Strong understanding of finance processes, systems (e.g., SAP, Oracle, Workday, Anaplan), and organizational design
Proven ability to lead complex programs and deliver measurable improvements in finance efficiency, effectiveness, and business partnership
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

Responsibilities

Lead end-to-end client engagements across key finance transformation areas, including operating model design, process optimization (FP&A, R2R, O2C, P2P), finance technology enablement, and performance management
Guide CFOs and finance executives in setting transformation agendas, building business cases, and executing initiatives aligned with enterprise strategy
Oversee the design and implementation of target-state finance functions – including organizational structure, shared services, centers of excellence, and enabling technologies such as ERP and EPM platforms
Build and lead a high-performing team of transformation professionals with expertise across functional finance, systems, and program delivery
Collaborate with peers across service lines (e.g., accounting advisory, transactions, digital enablement) to deliver integrated solutions
Contribute to the growth of the practice through go-to-market strategy, client development, thought leadership, and recruiting

Skills

Key technologies and capabilities for this role

FP&AR2RO2CP2PERPEPMOperating Model DesignProcess OptimizationFinance TransformationPerformance Management

Questions & Answers

Common questions about this position

What experience level is required for the Managing Director role?

Candidates need 15+ years of progressive experience in finance transformation, finance operating model design, shared services, or performance improvement, preferably in a consulting or professional services environment.

What technical knowledge is needed for this position?

A strong understanding of finance processes, systems such as SAP, Oracle, Workday, Anaplan, and organizational design is required.

What are the key responsibilities of this role?

The role involves leading client engagements in finance transformation areas like operating model design, process optimization (FP&A, R2R, O2C, P2P), technology enablement, building and leading teams, and contributing to practice growth.

What is the compensation for this Managing Director position?

This information is not specified in the job description.

Is this role remote or office-based?

This information is not specified in the job description.

CFGI

Financial consulting and interim management services

About CFGI

CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, M&A support, and interim management for positions like Controller or CFO. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.

Boston, MassachusettsHeadquarters

2000Year Founded

BUYOUTCompany Stage

Robotics & Automation, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Professional Development Budget

Flexible Work Hours

Remote Work Options

Wellness Program

Mental Health Support

Paid Sick Leave

Paid Vacation

Paid Holidays

401(k) Company Match

Employee Referral Bonus

Employee Discounts

Company Social Events

Risks

Emerging APAC firms may challenge CFGI's market share despite FloQast partnership.

Integration of PAS Financial Advisory AG may face cultural and operational challenges.

SecurityScorecard partnership could pose cybersecurity risks if not properly managed.

Differentiation

Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.

CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.

CFGI's independence from auditor restrictions allows tailored solutions for complex scenarios.

Upsides

CFGI's partnership with FloQast enhances financial solutions in North America and Europe.

Acquisition of PAS Financial Advisory AG strengthens CFGI's presence in the DACH region.

Growing demand for ESG consulting aligns with CFGI's expertise in compliance and reporting.

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