Full-Time

Financial Planning & Analysis – Senior Manager

Confirmed live in the last 24 hours

CFGI

CFGI

1,001-5,000 employees

Financial consulting and interim management services

Robotics & Automation
Financial Services

Senior, Expert

United States

Hybrid position in the United States.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Power BI
SAP Products
Tableau
Business Strategy
Oracle
Data Analysis
Financial Modeling
Requirements
  • Finance-focused with a minimum of eight years of experience in finance and/or accounting.
  • 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.
Responsibilities
  • 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.
Desired Qualifications
  • 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.

CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, M&A support, and interim management for positions like Controller or CFO. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.

Company Stage

Acquired

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

2000

Growth & Insights
Headcount

6 month growth

11%

1 year growth

11%

2 year growth

11%
Simplify Jobs

Simplify's Take

What believers are saying

  • CFGI's partnership with FloQast enhances financial solutions in North America and Europe.
  • Acquisition of PAS Financial Advisory AG strengthens CFGI's presence in the DACH region.
  • Growing demand for ESG consulting aligns with CFGI's expertise in compliance and reporting.

What critics are saying

  • Emerging APAC firms may challenge CFGI's market share despite FloQast partnership.
  • Integration of PAS Financial Advisory AG may face cultural and operational challenges.
  • SecurityScorecard partnership could pose cybersecurity risks if not properly managed.

What makes CFGI unique

  • Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.
  • CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.
  • CFGI's independence from auditor restrictions allows tailored solutions for complex scenarios.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Professional Development Budget

Flexible Work Hours

Remote Work Options

Wellness Program

Mental Health Support

Paid Sick Leave

Paid Vacation

Paid Holidays

401(k) Company Match

Employee Referral Bonus

Employee Discounts

Company Social Events