The Managing Director drives growth in CFGI's FP&A Advisory practice, influences financial decisions, and fosters strong client relationships through strategic initiatives and project leadership.
CFGI, founded in 2000, is a 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 and execution-focused Managing Director in the Greater NYC area to support the growth of our FP&A Advisory team.
Roles and Responsibilities:
· The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions.
· Drive the growth of CFGI’s FP&A Advisory practice by developing go-to-market strategies and building strong client relationships.
· 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.
· Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.
Qualifications and Capabilities:
· 12-15+ years of progressive experience in finance, preferably within a consulting or professional services environment.
· A proven track record of generating new business and expanding client relationships is required.
· Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change.
· Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice.
· Advanced understanding of the FP&A function within a finance organization.
· Extensive experience and 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 clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions.
Top Skills
Adaptive Workday
Alteryx
Anaplan
Cognos
Fusion
Onestream
Oracle
Oracle Hyperion
Planful
Power BI
SAP
Tableau
Workday
Similar Jobs
Artificial Intelligence • Big Data • Machine Learning • Software • Analytics • Business Intelligence • Consulting
This role involves managing relationships with top-tier private equity firms, promoting the AI platform Astradis, and driving enterprise sales. The candidate will report directly to the CEO and engage with PE investment professionals and operations partners.
Top Skills:
AIDataTechnology
Fintech • Financial Services
The Managing Director - Senior U.S. Economist will shape the US economic outlook, provide thought leadership, develop research themes, and lead a team while collaborating with internal stakeholders.
Big Data • Marketing Tech
The Senior Managing Director will develop and manage relationships with Fortune 500 C-suite clients, delivering strategic counsel, coordinating internal resources, and driving revenue growth through Applecart's platform.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
