FP&A Advisory – Manager
As a member of our Business Transformation team, you work as an extension of our client’s team. Your work will focus on supporting the FP&A function of our client’s finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.
Roles and Responsibilities:
- The FP&A Manager is a key member of the Business Transformation team and will help influence clients’ financial and business decisions.
- 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.
- Thought capital and disseminate information around current and emerging trends.
- Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.
What you must have:
- 5–8 years of experience in FP&A, finance transformation, corporate finance, consulting, and/or corporate finance.
- Experience leading FP&A, budgeting, forecasting, financial modeling, or finance transformation engagements within a consulting, professional services, or corporate FP&A environment.
What sets you apart:
- Experience leading FP&A initiatives including budgeting, forecasting, long-range planning, financial modeling, scenario analysis, or finance transformation.
- Experience leading project workstreams, managing project teams, facilitating client workshops, and serving as a primary point of contact for client stakeholders.
- Experience advising executive stakeholders by translating financial data into actionable business recommendations and presenting findings to senior leadership.
- Experience applying FP&A technologies including planning, reporting, analytics, or ERP platforms to improve finance processes and decision-making.
Nice to have:
- CPA, CFA, PMP, MBA, or other relevant professional certification.
- Experience with FP&A platforms such as Anaplan, Adaptive Planning, Planful, OneStream, Oracle Hyperion, Cognos, or similar planning technologies.
- Experience with ERP technologies including SAP, Oracle, Workday, NetSuite, Microsoft Dynamics, or similar ERP platforms.
- Experience supporting mergers and acquisitions, divestitures, refinancing, capital raises, or scenario modeling.
- Experience within financial services, life sciences, healthcare, or other highly regulated industries.
Who thrives here:
- Excellent interpersonal, written, and verbal communication skills with the ability to build credibility across all levels of an organization.
- Proactive in identifying client needs and developing trusted client relationships.
- Highly organized with the ability to manage multiple workstreams and competing priorities.
- Strong analytical and structured problem-solving abilities.
- Entrepreneurial, self-motivated, adaptable, and dependable.
- High energy with a commitment to delivering exceptional client service while mentoring and developing junior team members.
