CFGI

Capital Markets Senior Manager

CFGI

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Senior

Tech Stack

Cyber SecurityERPOraclePMP

About the role

  • Lead and coordinate complex transaction and finance transformation projects focusing on capital markets initiatives.
  • Coordinate CFGI services across projects including IPOs, acquisitions, divestitures, carve-outs, finance organization transformations, and technology implementations; overseeing technical accounting, SEC reporting, internal controls, finance transformation, and cybersecurity efforts.
  • Work closely with CFGI partners and client leaders to develop and execute project plans, advise on the stand-up and delivery of PMOs, and ensure projects are completed on time and within budget.
  • Effective communication, stakeholder management, and organizational skills will be imperative to your success in this role.
  • What you might expect: Advise clients on best practices for planning and executing capital markets and finance transformation projects.
  • Assist in developing and maintaining detailed project plans for complex transactions and client initiatives.
  • Lead discussions with client stakeholders across multiple workstreams to ensure alignment and progress toward deliverables.
  • Oversee the preparation of executive reporting materials and status updates for senior leadership.
  • Advise and assist clients on the stand-up, structure, and delivery of a project management office (PMO).
  • Identify and address project risks, issues, and scope changes, escalating as needed to leadership.
  • Lead and mentor junior team members within the PMO and in your home market.
  • Foster trusted relationships with stakeholders, acting as a strategic advisor and business partner.
  • Maintain a professional and positive attitude in dynamic, fast-paced environments.

Requirements

  • Bachelor’s Degree in Finance or Accounting.
  • Minimum of five years’ experience in audit or financial advisory services.
  • Prior experience in a project management role within a professional services or consulting environment.
  • Exceptional communication, facilitation, and stakeholder management skills.
  • Ability to think strategically while executing tactically in complex environments.
  • Proven ability to successfully lead projects to completion within scope, timeline, and budget.
  • Preferred: Active CPA license (or equivalent, e.g., Chartered Accountant) and/or Project Management certification (CAPM, PMP).
  • Strong understanding of project management methodologies (Agile, Waterfall, Scrum, etc.).
  • Knowledge of capital markets transactions and public company requirements, compliance, and operations.
  • Familiarity with financial systems and ERP technologies (e.g., SAP, Oracle, Workday, NetSuite, Microsoft Dynamics).
  • Ability to work independently and manage multiple projects with changing priorities and deadlines.
  • Proven experience leading multi-disciplinary teams across several workstreams.
  • Proficiency with project management tools (e.g., Smartsheet, Monday.com, ClickUp).