Managing Director, Data and AI

CFGI

Managing Director leading Data and AI practice within Finance Effectiveness team at CFGI, shaping AI-enabled finance for Fortune 1000 clients.

Posted 5/8/2026full-time🇺🇸 United StatesLeadWebsite

Tech Stack

Tools & technologies

CloudERPPython

About the role

Key responsibilities & impact

Own and lead the Finance Effectiveness AI offering by guiding CFOs and finance executives through structured working sessions that align leadership on AI vision, identify and prioritize high-impact finance use cases, assess data and technology readiness, define target AI operating models for the finance function, and produce a phased, fundable AI roadmap.
Define and execute the go-to-market strategy for Data and AI within the Finance Effectiveness practice: identifying the highest-value opportunities across FP&A, R2R, O2C, P2P, and controllership, and translating them into deployable tools, frameworks, and accelerators clients can put into production quickly.
Engage directly with CFOs, Controllers, and finance executives to understand their AI readiness, surface quick wins vs. longer-term transformation opportunities, and shape investment cases tied to measurable business value within the finance function.
Lead delivery of AI-enabled finance engagements end-to-end, from initial AI Strategy Assessment through solution design and deployment, ensuring finance organizations move from ideas to execution with structure and confidence.
Build the internal backbone required to scale the Finance Effectiveness AI practice: delivery methodology, reusable assets, talent, and cross-practice partnerships, ensuring consistent, credible execution across the client portfolio.
Collaborate across CFGI service lines (e.g., ERP, accounting advisory, transaction services) to embed Finance Effectiveness AI capabilities into broader transformation programs.
Drive market momentum for the Finance Effectiveness AI practice through thought leadership, speaking engagements, proposal development, and client relationship expansion, establishing CFGI as the trusted AI partner for CFOs.

Requirements

What you’ll need

Twelve plus years of experience in finance transformation, data and analytics, or AI/automation consulting.
Bachelor’s degree in a relevant field is required; prior Big4 or professional services/consulting experience is required, along with a demonstrated go-to-market track record.
Proven ability to lead AI strategy engagements with C-suite finance stakeholders: aligning leadership on AI vision, prioritizing use cases by business value, assessing readiness across data, technology, operating model, and risk, and producing actionable finance transformation roadmaps.
Deep knowledge of finance operations and where AI drives the most impact, including close automation, cash reconciliation, variance analysis, forecasting, invoice processing, and reporting.
Demonstrated experience translating AI concepts into practical, deployable finance tools, with direct involvement in building or commercializing accelerators, automation solutions, or AI-enabled workflows for finance functions.
Familiarity with modern AI tooling and platforms (e.g., LLMs, agentic frameworks, Python pipelines, cloud data platforms) and the ability to guide technical teams toward pragmatic, scalable solutions.
Strong executive presence and client development skills, comfortable leading Finance Effectiveness AI Strategy Assessments, shaping go-to-market offerings, and expanding client relationships in the same role.
Entrepreneurial mindset with a bias toward action, a passion for building, and the credibility to represent CFGI’s Finance Effectiveness AI capabilities externally at the CFO level and above.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CFGI Website LinkedIn All Job Openings 501 - 1000 employees 💸 Finance 📋 Compliance 🔒 Cybersecurity Finance
Compliance
Cybersecurity CFGI is a leading independent accounting advisory firm that supports CFOs around the globe in critical financial and accounting functions. The firm provides a comprehensive suite of solutions including technical and operational accounting, capital markets advisory, strategic finance, analytics, ESG and sustainability reporting, operational and technology transformation, risk and compliance, cybersecurity, forensic accounting, tax and valuation services, transaction advisory, and workforce transformation. CFGI serves a diverse range of industries such as business services, financial services, healthcare, and life sciences, helping companies navigate complex financial landscapes and drive business growth. Managing Director, Data and AI 🔥 1 hour ago 🏢🏡 null – Hybrid ⏰ Full Time 🔴 Lead 🤖 Artificial Intelligence Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Own and lead the Finance Effectiveness AI offering by guiding CFOs and finance executives through structured working sessions that align leadership on AI vision, identify and prioritize high-impact finance use cases, assess data and technology readiness, define target AI operating models for the finance function, and produce a phased, fundable AI roadmap.
Define and execute the go-to-market strategy for Data and AI within the Finance Effectiveness practice: identifying the highest-value opportunities across FP&A, R2R, O2C, P2P, and controllership, and translating them into deployable tools, frameworks, and accelerators clients can put into production quickly.
Engage directly with CFOs, Controllers, and finance executives to understand their AI readiness, surface quick wins vs. longer-term transformation opportunities, and shape investment cases tied to measurable business value within the finance function.
Lead delivery of AI-enabled finance engagements end-to-end, from initial AI Strategy Assessment through solution design and deployment, ensuring finance organizations move from ideas to execution with structure and confidence.
Build the internal backbone required to scale the Finance Effectiveness AI practice: delivery methodology, reusable assets, talent, and cross-practice partnerships, ensuring consistent, credible execution across the client portfolio.
Collaborate across CFGI service lines (e.g., ERP, accounting advisory, transaction services) to embed Finance Effectiveness AI capabilities into broader transformation programs.
Drive market momentum for the Finance Effectiveness AI practice through thought leadership, speaking engagements, proposal development, and client relationship expansion, establishing CFGI as the trusted AI partner for CFOs. 🎯 Requirements
Twelve plus years of experience in finance transformation, data and analytics, or AI/automation consulting.
Bachelor’s degree in a relevant field is required; prior Big4 or professional services/consulting experience is required, along with a demonstrated go-to-market track record.
Proven ability to lead AI strategy engagements with C-suite finance stakeholders: aligning leadership on AI vision, prioritizing use cases by business value, assessing readiness across data, technology, operating model, and risk, and producing actionable finance transformation roadmaps.
Deep knowledge of finance operations and where AI drives the most impact, including close automation, cash reconciliation, variance analysis, forecasting, invoice processing, and reporting.
Demonstrated experience translating AI concepts into practical, deployable finance tools, with direct involvement in building or commercializing accelerators, automation solutions, or AI-enabled workflows for finance functions.
Familiarity with modern AI tooling and platforms (e.g., LLMs, agentic frameworks, Python pipelines, cloud data platforms) and the ability to guide technical teams toward pragmatic, scalable solutions.
Strong executive presence and client development skills, comfortable leading Finance Effectiveness AI Strategy Assessments, shaping go-to-market offerings, and expanding client relationships in the same role.
Entrepreneurial mindset with a bias toward action, a passion for building, and the credibility to represent CFGI’s Finance Effectiveness AI capabilities externally at the CFO level and above. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Applied Bioinformatics Engineer, Pipelines – AI 🔥 4 hours ago Eli Lilly and Company 10,000+ employees 💊 Pharmaceuticals Website LinkedIn All Job Openings Bioinformatics Pipeline Engineer at Lilly enhancing analytical pipelines across multiple omics workflows. Collaborating with scientists and engineers to build reliable computational biology tools for research applications. 🏢🏡 Boston – Hybrid 💵 $166.5k - $266.2k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🤖 Artificial Intelligence 🦅 H1B Visa Sponsor Vice President – Strategic Initiatives, AI 🔥 5 hours ago Hearst Health 1001 - 5000 ⚕️ Healthcare Insurance ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Vice President of Strategic Initiatives driving execution at The Dallas Morning News. Leading enterprise-wide priority tracking and AI integration for organizational alignment and innovation. 🏢🏡 Dallas – Hybrid 💵 $200k / year ⏰ Full Time 🔴 Lead 🤖 Artificial Intelligence Product Line Owner, Advanced Analytics and AI 🕒 Yesterday Sanofi 10,000+ employees 💊 Pharmaceuticals 🧬 Biotechnology ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Lead AI/analytics product strategy for Sanofi’s Patient Support Services globally, overseeing product lifecycle and cross-functional collaboration to drive innovation and compliance. 🏢🏡 Cambridge – Hybrid 💵 $178.5k - $257.8k / year 💰 Post-IPO Equity on 2022-03 ⏰ Full Time 🟠 Senior 🔴 Lead 🤖 Artificial Intelligence 🦅 H1B Visa Sponsor AI Launch Specialist 🕒 Yesterday Sage Care 1 - 10 Website LinkedIn All Job Openings Implementation leader managing healthcare AI solutions and partnerships, driving successful platform launches while ensuring operational excellence and scalability. 🏢🏡 Palo Alto – Hybrid 💵 $160k - $200k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🤖 Artificial Intelligence Director, HR AI Technology Solutions 🕒 Yesterday Labcorp 10,000+ employees 💊 Pharmaceuticals 🧬 Biotechnology Website LinkedIn All Job Openings Director, HR AI Solutions & Architecture at Labcorp integrating AI in HR technology. Leading transformation and managing AI-driven strategies for workforce effectiveness. 🏢🏡 Durham – Hybrid 💵 $180k - $250k / year 💰 Post-IPO Debt on 2019-06 ⏰ Full Time 🔴 Lead 🤖 Artificial Intelligence 🦅 H1B Visa Sponsor View More Artificial Intelligence Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

finance transformationdata analyticsAI consultingAI strategyfinance operationsautomation solutionsvariance analysisforecastinginvoice processingreporting

Soft Skills

executive presenceclient developmentleadershipentrepreneurial mindsetcommunicationcollaborationstrategic thinkingproblem-solvingrelationship managementaction-oriented