Managing Director

CFGI, founded in 2000, is a is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are seeking a strategic and execution-focused Managing Director in the Greater NYC area to support the growth of our FP&A Advisory team.

Roles and 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. 

·       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. 

·       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.