Business Transformation- Director/Managing Director (West Coast)


·         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.

·         Create strategies and blueprints that define end-to-end finance processes (e.g., Procure to Pay, Order to Cash, Record to Report) and harness the power of robotic process automation to accelerate transaction processing.

·         Identify and support business development initiatives; participate in and lead all aspects of the proposal development process.

·         Develop 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.


Who you are:


·         Finance focused with a minimum of 10 years’ experience combined in finance + strategic consulting.

·         Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.

·         Significant engagement management experience as well as business, practice, and people development.

·         Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial)

·         Experience with Finance technologies such as Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion, etc.

·         Solid understanding of ERP technology (SAP / Oracle / Workday) and data analytics.

·         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.