Business Transformation – Generalist Senior Manager





Senior Manager  



Location Agnostic* 

*Must be open to potential travel per client requirements 



·        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.  

·        Assist in the development of 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 including 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.



·        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. 



·        Motivated, Finance individual focused with a minimum of 8 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. 

·        ERP technology understanding (SAP / Oracle / Workday). 

·        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.