Financial Planning & Analysis – Senior Manager

Confirmed live in the last 24 hours



501-1,000 employees

Financial consulting and business transformation services

Financial Services


United States

Required Skills
SAP Products
Business Strategy
Data Analysis
  • Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion)
  • Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics)
  • Project Management experience is a plus
  • Experience in the financial services and or life sciences industries preferred
  • 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 projects/teams 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
  • Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy
  • 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

CFGI specializes in financial consulting services, offering accounting advisory, risk management, cybersecurity, and valuation, with a focus on robotic process automation for finance and accounting operations. The company also provides business transformation solutions.

Company Stage


Total Funding



Boston, Massachusetts



Growth & Insights

6 month growth


1 year growth


2 year growth