Managing Director

CFGI; New York (NY); On-site; USD 180,000 - 250,000; Full time

Job summary

CFGI in the Greater NYC area is seeking a strategic Managing Director for the FP&A Advisory practice. You will influence client financial decisions, drive go-to-market growth, and lead cross-functional teams on business transformation initiatives.

You will build relationships, manage engagements, and expand CFGI’s footprint in finance excellence. The role requires extensive FP&A expertise, M&A exposure, and deep knowledge of finance technologies to deliver high-impact outcomes for top clients in

Qualifications

• 12-15+ years of finance experience, ideally in consulting or professional services.
• Proven track record of generating new business and expanding client relationships.
• Executive-level communication and stakeholder engagement with senior leaders.
• Entrepreneurial mindset and commitment to building a high-impact consulting practice.
• Advanced understanding of the FP&A function within a finance organization.
• Experience with three-statement financials and modelling.
• Engagement management experience and ability to develop people and teams.
• Ability to balance internal firm and client needs concurrently.
• Transactional experience (M&A, divestitures, refinancing, capital raises) a plus.
• Experience with analytics, forecasting, and finance technologies.

Responsibilities

• Influence clients’ financial and business decisions as a key FP&A MD.
• Drive growth of CFGI’s FP&A Advisory practice with go-to-market strategies and client relationships.
• Lead or support project teams delivering business transformation aligning finance with strategy.
• Diagnose client challenges, propose finance-focused solutions leveraging CFGI assets.
• Develop understanding of sales and spending trends to manage financial risk and opportunities.
• Provide business partnering and deliver quality reports and analyses for decisions.
• Support CFGI business development and participate in proposal development.
• Stay current on technology innovations in digital analytics and CFO ecosystem.

Skills

Executive-level communication

Stakeholder engagement

Client relationships

Business development

Project leadership

FP&A knowledge

Financial modelling

M&A / capital raises

Analytics and forecasting

ERP knowledge

Clear client communication

Tools

Adaptive

Planful

OneStream

Anaplan

Cognos

Oracle Hyperion

Tableau

Alteryx

Power BI

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, 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.