Business Transformation – FP&A Manager


Financial Planning & Analysis (“FP&A”) 






Location Agnostic* 

*Must be open to potential travel per client requirements.




·             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. 




·             Knowledge of leading Financial Planning and Analysis tools (i.e. Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion).

·             Knowledge of ERP technologies (i.e. SAP / Oracle / Workday / NetSuite / Microsoft Dynamics). 

·             Project Management experience is a plus. 

·             Experience in the financial services and/or life sciences industries preferred.




·             Finance focused with a minimum of five years’ experience in finance and/or accounting, with prior professional services experience. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required. 

·             Excellent understanding of the FP&A function within a finance organization. 

·             In depth 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 executive level clients, document requirements, and articulate the value proposition and business case for various FP&A and BT solutions.