Finance Effectiveness - Senior Manager at CFGI

United States

CFGI Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Consulting, FinanceIndustries

Requirements

  • Eight plus years of experience in finance transformation or consulting, with prior experience in a professional services firm strongly preferred
  • Deep understanding of finance operations, shared services, or finance process redesign
  • Working knowledge of enabling technologies such as ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and reporting solutions
  • Demonstrated success leading client delivery teams and managing project workstreams
  • Strong analytical, communication, and stakeholder management skills

Responsibilities

  • Lead workstreams or medium-to-large engagements focused on finance operating model design, process optimization, and digital enablement across all finance areas
  • Serve as a trusted advisor to finance executives, helping define transformation roadmaps and deliver business outcomes
  • Oversee day-to-day client delivery, including project planning, stakeholder management, and quality assurance
  • Support design and implementation of digital enablers such as ERP (SAP, Oracle, Workday), EPM tools, automation, and analytics solutions
  • Manage and mentor consultants and managers, fostering skill development and strong team performance
  • Collaborate across firm capabilities (e.g., digital, risk, change management) to deliver integrated, cross-functional transformation initiatives
  • Participate in business development efforts, including proposal creation, solution design, and client presentations
  • Contribute to internal thought leadership, methodologies, and practice development initiatives

Skills

ERP
SAP
Oracle
Workday
EPM
Automation
Analytics
Process Optimization
Operating Model Design
Stakeholder Management
Project Planning
Digital Transformation

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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