FP&A Advisory - Managing Director
CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence.
We are seeking a strategic, commercial, and execution-focused Managing Director to support the continued growth of our FP&A Advisory team. The Managing Director is a senior leader responsible for building executive client relationships, originating and expanding business, overseeing complex client engagements, developing our people, and helping shape CFGI's FP&A Advisory go-to-market strategy and capabilities.
What you might expect:
Drive the growth of CFGI's FP&A Advisory practice by developing go-to-market strategies, cultivating executive relationships, originating new opportunities, and expanding existing client accounts.
Serve as a trusted advisor to CFOs, CEOs, Boards, Private Equity sponsors, and other senior executives on complex FP&A, strategic finance, performance management, and finance-transformation matters.
Diagnose clients' financial, operational, organizational, technology, and data challenges and develop practical solutions aligned with broader business strategy.
Lead major business-transformation initiatives that align finance capabilities with a client's strategic objectives and future-state vision.
Advise clients on forecasting, budgeting, long-range planning, scenario analysis, management reporting, business partnering, resource allocation, financial risk, and strategic decision support.
Oversee complex financial and transaction modeling supporting M&A, divestitures, integrations, refinancing, capital raises, restructuring, growth initiatives, and enterprise transformation.
Help clients design and implement modern FP&A operating models incorporating automation, EPM, ERP, advanced analytics, business intelligence, data modernization, and emerging AI capabilities.
Provide executive oversight across major engagements, ensuring quality delivery, strong economics, effective staffing, risk management, and exceptional client service.
Lead executive workshops, steering committees, strategic planning sessions, and other high-stakes stakeholder discussions.
Identify opportunities to expand CFGI's relationship across the broader CFO organization and coordinate cross-practice solutions where appropriate.
Lead and support proposal development, pursuit strategy, pricing, solution development, and other critical business-development activities.
Develop and maintain an understanding of innovations across FP&A, digital finance, analytics, AI, automation, finance technology, and the broader CFO ecosystem.
Recruit, mentor, coach, and develop Directors, Senior Managers, Managers, and Consultants w