FP&A Advisory - Managing Director

CFGI; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

A financial consulting firm based in New York is looking for a Managing Director to lead the FP&A Advisory team. Ideal candidates should possess 12-15+ years of finance experience, with a strong understanding of financial planning and analysis. Responsibilities include driving growth strategies, managing project teams, developing client relationships, and offering financial insights. The role demands exceptional communication skills and a passion for transformative finance solutions. This position offers an opportunity to impact numerous client organizations positively.

Qualifications

• 12-15+ years of progressive experience in finance, preferably in consulting.
• A proven track record of new business generation.
• Executive-level communication and engagement abilities.
• Entrepreneurial mindset and client service passion.
• Advanced understanding of FP&A within finance organizations.
• Experience in three statement financials and associated modelling.
• Significant engagement management and people development experience.

Responsibilities

• Drive growth of FP&A Advisory practice with client strategies.
• Lead project teams for successful delivery of business transformation.
• Develop finance strategies by diagnosing client business needs.
• Identify financial risks and opportunities for clients.
• Deliver quality reports and analyses for informed decisions.
• Support CFGI business development initiatives.

Skills

Business Development

Executive Communication

Financial Analysis

Stakeholder Engagement

Business Transformation

Project Management

Client Relationship Management

Analytical Skills

Consulting Expertise

Finance Technology

Tools

Adaptive Workday

Planful

OneStream

Anaplan

Cognos

Oracle Hyperion

Tableau

Alteryx

Power BI

SAP

Oracle

Workday

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 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, divestitures, 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.