FP&A Advisory - Managing Director

About the role

CFGI, founded in 2000, is a 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, 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.