FP&A Advisory - Managing Director
CFGI, founded in 2000, 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, commercial, and execution-focused Managing Director to support the continued growth of our FP&A Advisory team. The Managing Director is a senior leader responsible for building executive client relationships, originating and expanding business, overseeing complex client engagements, developing our people, and helping shape CFGI's FP&A Advisory go-to-market strategy and capabilities.
What you might expect:
- Drive the growth of CFGI's FP&A Advisory practice by developing go-to-market strategies, cultivating executive relationships, originating new opportunities, and expanding existing client accounts.
- Serve as a trusted advisor to CFOs, CEOs, Boards, Private Equity sponsors, and other senior executives on complex FP&A, strategic finance, performance management, and finance-transformation matters.
- Diagnose clients' financial, operational, organizational, technology, and data challenges and develop practical solutions aligned with broader business strategy.
- Lead major business-transformation initiatives that align finance capabilities with a client's strategic objectives and future-state vision.
- Advise clients on forecasting, budgeting, long-range planning, scenario analysis, management reporting, business partnering, resource allocation, financial risk, and strategic decision support.
- Oversee complex financial and transaction modeling supporting M&A, divestitures, integrations, refinancing, capital raises, restructuring, growth initiatives, and enterprise transformation.
- Help clients design and implement modern FP&A operating models incorporating automation, EPM, ERP, advanced analytics, business intelligence, data modernization, and emerging AI capabilities.
- Provide executive oversight across major engagements, ensuring quality delivery, strong economics, effective staffing, risk management, and exceptional client service.
- Lead executive workshops, steering committees, strategic planning sessions, and other high-stakes stakeholder discussions.
- Identify opportunities to expand CFGI's relationship across the broader CFO organization and coordinate cross-practice solutions where appropriate.
- Lead and support proposal development, pursuit strategy, pricing, solution development, and other critical business-development activities.
- Develop and maintain an understanding of innovations across FP&A, digital finance, analytics, AI, automation, finance technology, and the broader CFO ecosystem.
- Recruit, mentor, coach, and develop Directors, Senior Managers, Managers, and Consultants while helping build a high-performing and entrepreneurial FP&A Advisory practice.
- Contribute to CFGI's market positioning through thought leadership, solution development, external relationships, and the continued evolution of the FP&A Advisory value proposition.
What you must have:
- 12+ years of progressive experience in Financial Planning & Analysis, finance transformation, corporate finance, financial consulting, and/or related finance leadership roles.
- Demonstrated experience generating new business, expanding client relationships, and developing revenue opportunities within consulting, advisory, professional services, or a comparable client-service environment.
What sets you apart:
- Significant consulting or professional-services leadership experience, ideally complemented by corporate FP&A, strategic finance, CFO organization, or operating-company experience.
- Extensive experience advising CFOs and executive leadership teams on complex FP&A, financial modeling, performance management, strategic planning, or finance-transformation initiatives.
- Significant engagement leadership experience, including responsibility for major client relationships, project teams, engagement economics, delivery quality, and executive stakeholder management.
- Experience developing go-to-market strategies, leading pursuits and proposals, originating advisory engagements, and expanding strategic accounts.
- Experience leading finance modernization involving EPM, ERP, advanced analytics, reporting, automation, data, or broader digital-finance technologies.
Nice to have:
- Transactional experience involving M&A, divestitures, integrations, carve-outs, refinancing, capital raises, restructuring, or associated scenario modeling.
- Experience working with Private Equity sponsors and portfolio companies, particularly in value-creation, post-close transformation, rapid-growth, or high-change environments.
- Experience with finance platforms and technologies such as Workday Adaptive Planning, Anaplan, Planful, OneStream, Cognos, Oracle Hyperion, Oracle Fusion, SAP, NetSuite, Tableau, Alteryx, Power BI, or similar solutions.
- Experience applying Generative AI, advanced analytics, intelligent automation, or emerging technology to transform FP&A and finance operating models.
- MBA, CPA, CFA, PMP, or another relevant professional credential.
Who thrives here:
- Executive-level communicator with the ability to build trusted relationships and influence senior leadership.
- Entrepreneurial and commercially oriented, with a passion for developing clients, people, capabilities, and new areas of business.
- Strategic thinker who remains comfortable engaging deeply in execution when client situations require it.
- Strong people leader with a track record of developing high-performing consulting teams.
- Able to balance client commitments, business development, practice leadership, talent development, and internal firm priorities.
- Passionate about exceptional client service and building a differentiated, high-impact consulting practice.
