CFGI

Enterprise Performance Management - Director

CFGI

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Lead

About the role

  • Lead as Managing Director/Director on CFGI's Business Transformation team, collaborating with CEOs, CFOs, controllers, and treasurers to optimize finance functions and improve contribution to the business.
  • Help clients align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions.
  • Seek to optimize Enterprise Performance Management (EPM) including vendor selection, implementation, and optimization of existing solutions.
  • The EPM Tool Director will be a strategic thinker with a solid understanding of EPM tools and processes; proven track record of implementing these tools in mid-market and large-scale enterprise environments, partnering with vendors, and demonstrating the value of EPM solutions to clients.
  • This is an expanding area of our practice with high growth potential.
  • Roles and Responsibilities:
  • Building, developing, and managing teams to meet the strategic goals of the EPM team as well as the national Business Transformation practice; work closely with FP&A leadership teams to accomplish these goals.
  • Act as a subject matter expert in EPM, providing insights and recommendations to our clients.
  • Lead client engagements including, but not limited to, the assessment, selection and/or implementation of EPM Tools.
  • Enhance our current EPM selection and implementation methodology where needed.
  • Establish strong relationships with EPM vendors and establish partnerships while ensuring the best possible terms and service levels.
  • Work closely with other practice offerings across the organization to articulate the value proposition of EPM solutions to clients and assist in selling work related to EPM.
  • Maintain an understanding of advancements in EPM technology and innovations which are happening across the CFO ecosystem and broader marketplace.
  • Preferred Skills:
  • Knowledge of EPM technologies (Vena, Pigment, Planful, Workday, Anaplan, etc.) and preferably experience with numerous implementations.
  • Project Management experience is a requirement.
  • Successful candidate will have a proven track record of business development experience related to major mid-market and/or large enterprise EPMs.
  • Qualifications and Capabilities:
  • Motivated, Technology-focused individual with a minimum of ten years of experience in finance, IT, and strategic business consulting.
  • Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.
  • Demonstrate the ability to manage clients in the mid-market with experience in multiple industries.
  • Promote the expansion of services to existing clients and integrating other solution sets within CFGI lines of service.
  • Ability to exceed client expectations in a sophisticated consulting or accounting firm environment.
  • Develop and maintain strong relationships with centers of influence and professionals outside the firm and inside the firm.
  • Manage the fundamentals of practice oversight (i.e. realization, utilization, and resource leverage and client portfolio management).
  • Identify talent, hire, mentor, coach, and ensure the continuous professional development of staff is being met.

Requirements

  • Motivated, Technology-focused individual with a minimum of ten years of experience in finance, IT, and strategic business consulting.
  • Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.
  • Demonstrate the ability to manage clients in the mid-market with experience in multiple industries.
  • Promote the expansion of services to existing clients and integrating other solution sets within CFGI lines of service.
  • Ability to exceed client expectations in a sophisticated consulting or accounting firm environment.
  • Develop and maintain strong relationships with centers of influence and professionals outside the firm and inside the firm.
  • Manage the fundamentals of practice oversight (i.e. realization, utilization, and resource leverage and client portfolio management).
  • Identify talent, hire, mentor, coach, and ensure the continuous professional development of staff is being met.
  • Knowledge of EPM technologies (Vena, Pigment, Planful, Workday, Anaplan, etc.) and preferably experience with numerous implementations.
  • Project Management experience is a requirement.
  • Successful candidate will have a proven track record of business development experience related to major mid-market and/or large enterprise EPMs.