CFGI is seeking a strategic and execution-focused Managing Director to support the growth of our FP&A Advisory team in the Greater NYC area.

Requirements

12-15+ years of progressive experience in finance
Proven track record of generating new business and expanding client relationships
Executive-level communication and stakeholder engagement skills
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

Benefits

CFGI is seeking a strategic and execution-focused Managing Director to support the growth of our FP&A Advisory team in the Greater NYC area.

12-15+ years of progressive experience in finance
Proven track record of generating new business and expanding client relationships
Executive-level communication and stakeholder engagement skills
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