Finance Effectiveness - Manager

CFGI; United States; On-site; USD 100,000 - 130,000; Full time

Job summary

CFGI is looking for a Finance Transformation Manager to lead finance transformation projects. The ideal candidate has over six years of experience in finance transformation and strong project management skills.

Key responsibilities include managing project workstreams, conducting assessments, and supporting technology implementation. Ideal candidates will have a strong understanding of finance processes and experience with ERP systems. A Bachelor's degree in a relevant field is required, with CPA, CFA, or PMP as a plus.

Qualifications

• Six plus years of experience in finance transformation or process improvement.
• Strong understanding of finance processes such as planning, reporting, payables.
• Experience in digital finance tools and project management.

Responsibilities

• Manage project workstreams related to finance strategy and digital enablement.
• Conduct assessments and identify improvement opportunities.
• Support the implementation of enabling technologies and coordinate client activities.

Skills

Finance transformation

Process improvement

Project management

Stakeholder engagement

Communication

Education

Bachelor’s degree in Finance, Accounting, or Business

CPA, CFA, or PMP

Tools

ERP systems (SAP, Oracle, Workday)

Automation platforms (e.g., RPA)

Data visualization software

Job description

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 actively expanding our Finance Effectiveness team and seeking professionals ready to deliver measurable impact on the most pressing priorities of modern finance organizations.

We are seeking a results-driven Finance Transformation Manager to lead workstreams and oversee day-to-day execution on finance transformation projects. This role is ideal for a hands-on problem solver with experience improving finance processes, enabling technology, and supporting change. The Manager will work closely with senior leaders and clients to translate strategic objectives into actionable plans and ensure high-quality delivery across initiatives.

Key Responsibilities

• Manage project workstreams related to finance strategy, process improvement, or digital enablement across different Finance areas.
• Conduct current-state assessments, identify improvement opportunities, and help design future-state operating models for finance organizations.
• Support implementation of enabling technologies including ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and analytics dashboards.
• Coordinate day-to-day client activities, project planning, issue resolution, and status reporting.
• Lead the development of key deliverables, including recommendations, roadmaps, and value cases.
• Collaborate with cross-functional teams to support integrated transformation programs.
• Mentor analysts and associates, providing guidance, feedback, and technical knowledge development.
• Assist in business development efforts, such as contributing to proposals, client workshops, and internal capability building.

What We’re Looking For

• Six plus years of experience in finance transformation, process improvement, or systems implementation—ideally within a consulting or professional services environment.
• Strong understanding of finance processes and operations (e.g., planning, close, reporting, payables, receivables).
• Exposure to digital finance tools such as ERP systems, automation platforms (e.g., RPA), or data visualization software.
• Strong project management, communication, and stakeholder engagement skills.
• Bachelor’s degree in Finance, Accounting, Business, or a related discipline; CPA, CFA, or PMP is a plus.