CFGI, founded in 2000, 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.
Qualifications and Capabilities
- 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, divestitures, 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.