CFGI

Managing Director

CFGI

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Job Level

Lead

Tech Stack

CognosERPOracleTableau

About the role

  • 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.

Requirements

  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planning and analysisthree statement financialsfinancial modelinganalyticsforecastingbusiness transformationscenario modelingbusiness developmentclient relationship managementengagement management
Soft skills
executive-level communicationstakeholder engagementinfluencing senior leadershipentrepreneurial mindsetclient serviceteam leadershiprequirement documentationarticulating value propositiondriving changebuilding client relationships