The Director leads finance transformation initiatives, partnering with CFOs to enhance finance processes and technology, ensuring delivery excellence and driving client relationships.
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 actively expanding our Finance Effectiveness team and seeking motivated professionals ready to deliver impact on the core priorities of today’s finance leaders.
We are looking for a seasoned and strategic Finance Transformation Director to spearhead initiatives that modernize finance functions and enhance their strategic value. This leader will partner with CFOs and senior finance executives to drive impactful improvements across processes, technology, and organizational structure. The ideal candidate brings a blend of consulting expertise and practical delivery experience, paired with a collaborative, results-oriented approach and a deep commitment to operational excellence. This role demands a strong mix of thought leadership, executional rigor, and the ability to build trusted client relationships while leading high-performing teams.
Key Responsibilities:
· Serve as the engagement lead on end to end finance transformation programs, with a focus on strategy, operating model redesign, process optimization, and technology enablement.
· Partner with CFOs and senior finance leaders to define their finance vision, transformation roadmap, and success metrics.
· Drive diagnostic assessments and target operating model design across key finance areas (e.g., FP&A, R2R, P2P, O2C, tax, treasury).
· Oversee the design and implementation of process improvements, automation solutions, and enabling technologies (e.g., ERP, EPM, analytics, AI).
· Lead cross-functional teams across multiple workstreams, ensuring delivery excellence, stakeholder alignment, and risk management.
· Collaborate with other firm capabilities (e.g., ERP, data & analytics, change management, risk) to deliver holistic solutions.
· Contribute to practice growth through business development, proposal creation, and client relationship management, methodology development, and market events.
· Mentor and develop next-generation talent within the Finance Transformation team and more broadly across the firm where needed.
· Support leadership with shaping the practice pipeline and strategic growth inclusive of success metrics measurement.
What We’re Looking For:
· Eight plus years of experience in finance transformation, with a strong consulting background (Big 4 or top-tier firm experience preferred).
· Experience in one or more areas of finance: FP&A, controllership, shared services, finance operations, or finance technology.
· Strong understanding of digital enablers, including ERP (e.g., SAP, Oracle, Workday), EPM platforms, RPA, and data & analytics tools.
· Track record of delivering end-to-end transformation programs that drive tangible business impact.
· Proven ability to lead client relationships, manage executive stakeholders, and influence change at the C-suite level.
· Excellent communication, leadership, and team development skills.
Top Skills
AI
Data Analytics
Epm
Erp
Oracle
Rpa
SAP
Workday
Similar Jobs
Fintech • Professional Services • Software • Consulting
Lead a global team in pre-sales excellence, align strategies with sales and product teams, oversee client demonstrations, and implement performance metrics.
Top Skills:
Erp SoftwareOracle NetsuiteSaaS
Insurance
As the Director of Insurance Product Management, you will lead product management efforts, drive profitable product management, and collaborate on product development and regulatory compliance.
Automotive • Edtech • Kids + Family • Mobile • Social Impact • Transportation
The Director of Compliance & Litigation will manage compliance program requirements, provide legal advice on TNC and DOE regulations, and lead compliance audits.
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
