Full-Time

Technology – Microsoft Dynamics Senior Manager

Confirmed live in the last 24 hours

CFGI

CFGI

1,001-5,000 employees

Financial consulting and interim management services

Consulting
Financial Services

Senior

United States

Hybrid position in the United States.

Category
IT Consulting
Consulting
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • Recognized Microsoft Dynamics certified professional.
  • Demonstrated success managing client-facing technology implementations.
  • Ability to simplify and communicate technology concepts to non-technical business users.
  • Serve as a SME in Microsoft Dynamics to promote the product within the firm.
  • Experience working both independently and in a team-oriented, collaborative environment.
  • Strong conceptual, analytical, and problem-solving skills.
  • Exceptional organization, project and time management skills.
  • Ability to work under pressure, meet deadlines, and work on multiple projects simultaneously.
  • Ability to communicate effectively throughout all levels within the team and leadership.
  • Must be a reliable and dependable team player who can effectively interact with staff at all levels of the firm.
  • Prior consulting experience within a Professional Services setting.
  • Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, Project. Smartsheet required.
  • Bachelor’s degree, preferably in Management Information Systems, Accounting, or Business.
  • Microsoft Dynamics product expertise is required, including experience with configuration and integration. Microsoft Dynamics F&O product expertise preferred.
  • Five plus years of experience in a business analyst or process automation position.
  • Five plus years implementing Financials software, ideally with a software or consulting/partner firm.
  • Background in advisory, operational accounting, and/or financial consulting preferred.
Responsibilities
  • Participate in defining needs for new and existing Microsoft Dynamics solutions.
  • Identify existing inefficiencies, potential improvement opportunities, and critical differentiating business requirements.
  • Provide advisory on accounting considerations around business process and system requirements.
  • Envision and develop representations of recommended future state options for evaluation by clients.
  • Identify gaps between requirements and standard system functionality and propose solutions to meet those gaps (i.e., customizations or process changes).
  • Manage and perform systems configuration tasks (but not coding/development) for process workstreams, as directed.
  • Provide on-going support during project implementations and post-go-to-live support.
  • Guide and perform data conversions using best in class methodologies.
  • Facilitate and lead testing preparation and execution.
  • Facilitate and lead trainings on the product.
  • Ability to work with and/or lead a team of consultants towards the shared goals of the project.
  • Work with leadership and other team members to develop best practices and tools for project execution and management.

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

42%

1 year growth

42%

2 year growth

42%
Simplify Jobs

Simplify's Take

What believers are saying

  • The backing of major investors like CVC and Carlyle provides CFGI with substantial financial resources for growth and innovation.
  • Partnerships with companies like SecurityScorecard enable CFGI to offer advanced cybersecurity evaluations, adding value to their service portfolio.
  • The firm's diverse service offerings, from technical consulting to private equity services, provide employees with varied career development opportunities.

What critics are saying

  • The competitive landscape in financial consulting is intense, requiring CFGI to continuously innovate to maintain its edge.
  • Integration challenges from acquisitions, such as PAS Financial Advisory AG, could disrupt operations and affect service quality.

What makes CFGI unique

  • CFGI's ability to serve as an extension of a company's finance team, offering roles from technical advisor to interim CFO, sets it apart from traditional consulting firms.
  • Their expertise in niche areas like Robotic Process Automation (RPA) and valuation provides specialized services that many competitors lack.
  • The recent acquisition of PAS Financial Advisory AG enhances CFGI's global reach and strengthens its position in the European market.

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