CFGI

Technical accounting, M&A, tax advisory services

FP&A Advisory

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-timeNew York, NY, USANo salary listed

About the Job

Requirements

Requires 12–15+ years of progressive finance experience, preferably in consulting or professional services.
Requires a proven track record of generating new business and expanding client relationships.
Requires executive-level communication and stakeholder engagement skills to influence senior leadership and drive change.
Requires an entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice.
Requires advanced understanding of the Financial Planning and Analysis function within a finance organization.
Requires extensive experience and understanding of three-statement financials and associated modeling.
Requires significant engagement management experience, as well as business, practice, and people development experience.
Requires the ability to concurrently manage internal firm and external client requirements.
Requires working knowledge and expertise in analytics, forecasting, and finance technologies, including process and planning analytics and core financial systems.
Requires understanding of enterprise resource planning technology, such as SAP, Oracle, or Workday.
Requires experience leading a project and project team, and the ability to lead key requirements workshops with clients.
Requires the ability to communicate clearly with clients, document requirements, and articulate the value proposition and business case for finance transformation solutions.

Responsibilities

Influence clients’ financial and business decisions as a key member of the Financial Planning and Analysis team.
Drive the growth of CFGI’s FP&A Advisory practice by developing go-to-market strategies and building strong client relationships.
Lead or support project teams delivering Business Transformation initiatives that align finance with business strategy and support the organization’s future vision.
Develop finance strategies by assessing client business challenges, needs, and gaps; diagnosing root problems; and recommending an approach using CFGI assets.
Develop and apply understanding of sales and spending trends to manage financial risk and identify opportunities.
Provide business partnering support and deliver reports and analysis used to make informed business decisions.
Identify and support CFGI business development initiatives and participate in proposal development.
Maintain an understanding of advancements in digital technology, analytics, the CFO ecosystem, and the broader marketplace.

Desired Qualifications

Transactional experience in mergers and acquisitions, divestitures, refinancing, or capital raises, including associated scenario modeling.
Experience with finance technologies such as Workday Adaptive Planning, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, or Fusion.

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.

About the Company

CFGI

Technical accounting, M&A, tax advisory services

CFGI provides financial consulting services that act as an extension of a company’s internal finance team, covering technical accounting, interim management, corporate tax, private equity services, valuation, M&A support, and robotic process automation. It embeds senior professionals to run or support finance functions, serving as technical accounting advisor, controller, or CFO, and delivering project-based expertise. Unlike firms that offer only standalone advisory, CFGI collaborates directly with internal staff across a broad range of needs, including specialized services like private equity, valuation, and RPA. Its goal is to help clients improve reporting accuracy and efficiency and to scale their finance capabilities by integrating experienced professionals into their organization.

Company size: 1,001-5,000
Company stage: Acquired
Total funding: Not listed
Headquarters: Boston, MA
Founded: 2000

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