Managing Director - Strategic Finance Transformation (Consulting)

Neos Talent; Boston (MA); Hybrid; USD 225,000 - 275,000; Full time

Job summary

Confidential Search – High-Growth Advisory Firm in Boston seeks a Managing Director to lead the OCFO advisory practice, driving finance transformation initiatives for Fortune 1000 clients.

You will shape operating models, redesign key finance processes, and deploy ERP/EPM and analytics solutions while mentoring teams and growing client relationships in a hybrid, high-growth environment.

Qualifications

• 15 years of experience in finance transformation, finance operating model design, shared services or performance improvement.
• Background in Big 4 or top-tier advisory firms is expected.
• Exposure to finance technology enablement (ERP, EPM, automation, analytics).
• Strong stakeholder management with ability to influence at CFO/Controller level.

Responsibilities

• Lead end-to-end finance transformation workstreams across strategy, operating model design, and execution.
• Partner with CFOs and finance leadership to define target operating models, governance, and performance metrics.
• Redesign core finance processes across R2R, O2C, and P2P.
• Support deployment of ERP, EPM, automation, AI, and analytics solutions.
• Drive delivery across multi-workstream programs with quality and timelines.

Skills

Stakeholder management

Finance transformation

Strategy execution

Business development

Tools

ERP systems

EPM

Automation tools

Analytics platforms

Job description

Managing Director – Finance Strategy & Transformation

Boston | Full Time | Hybrid

Confidential Search – High-Growth Advisory Firm

up to $250k base (plus equity, overtime and bonus)

A high-growth consulting firm is seeking a Managing Director to join and grow its expanding Office of the CFO (OCFO) advisory practice.

We are seeking a strategic and execution-focused Managing Director to lead and grow the practice within the Finance Strategy and Transformation team. This leader will work at the forefront of finance transformation, helping CFOs modernize their finance organizations by driving improvements across operating models, processes, technology, and talent. This is a unique opportunity to shape the future of the finance function for Fortune 1000 clients, delivering sustainable improvements in performance, efficiency, and insight.

What You’ll Do

• Lead end-to-end finance transformation workstreams across strategy, operating model design, and execution
• Partner with CFOs and finance leadership to define target operating models, governance, and performance metrics
• Redesign core finance processes across Record-to-Report, Order-to-Cash, and Procure-to-Pay (R2R, O2C, P2P)
• Support deployment of ERP, EPM, automation, AI, and analytics solutions
• Drive delivery across multi-workstream programs, ensuring quality, timelines, and measurable outcomes
• Act as a trusted advisor to senior stakeholders on finance strategy and performance improvement
• Contribute to business development, proposals, and client relationship growth
• Mentor and develop junior team members

What We’re Looking For

• Background in Big 4 or top-tier advisory firm
• 15 years’ experience in finance transformation, finance operating model design, shared services, or performance improvement
• Knowledge and a network in the Boston market
• Exposure to finance technology enablement (ERP, EPM, automation, analytics)
• Strong stakeholder management with the ability to influence at CFO / Controller level
• Commercial mindset with interest in client growth and practice development

Why This Role

• High-growth platform with strong deal flow and immediate client exposure
• Opportunity to work on complex, high-impact transformation engagements
• Remote-first model with flexible working
• Clear progression path toward Director and leadership roles
• Competitive compensation with bonus + equity upside