The Finance Transformation Manager leads finance projects, improves finance processes, enables technology, and supports change for clients' financial transformations.
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 professionals ready to deliver measurable impact on the most pressing priorities of modern finance organizations.
We are seeking a results-driven Finance Transformation Manager to lead workstreams and oversee day-to-day execution on finance transformation projects. This role is ideal for a hands-on problem solver with experience improving finance processes, enabling technology, and supporting change. The Manager will work closely with senior leaders and clients to translate strategic objectives into actionable plans and ensure high-quality delivery across initiatives.
Key Responsibilities:
· Manage project workstreams related to finance strategy, process improvement, or digital enablement across different Finance areas.
· Conduct current-state assessments, identify improvement opportunities, and help design future-state operating models for finance organizations.
· Support implementation of enabling technologies including ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and analytics dashboards.
· Coordinate day-to-day client activities, project planning, issue resolution, and status reporting.
· Lead the development of key deliverables, including recommendations, roadmaps, and value cases.
· Collaborate with cross-functional teams to support integrated transformation programs.
· Mentor analysts and associates, providing guidance, feedback, and technical knowledge development.
· Assist in business development efforts, such as contributing to proposals, client workshops, and internal capability building.
What We’re Looking For:
· Six plus years of experience in finance transformation, process improvement, or systems implementation—ideally within a consulting or professional services environment.
· Strong understanding of finance processes and operations (e.g., planning, close, reporting, payables, receivables).
· Exposure to digital finance tools such as ERP systems, automation platforms (e.g., RPA), or data visualization software.
· Strong project management, communication, and stakeholder engagement skills.
· Bachelor’s degree in Finance, Accounting, Business, or a related discipline; CPA, CFA, or PMP is a plus.
Top Skills
Erp,Sap,Oracle,Workday,Epm,Automation Tools,Data Visualization Software
Similar Jobs
Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
The Customer Success Manager will lead customer engagement, drive product adoption, and enhance customer relationships for success with Dropbox. Responsibilities include managing deployments, addressing customer needs, and collaborating with internal teams for improved satisfaction and growth.
Top Skills:
Api ProductsB2B SaasCrm SystemsE-Signature ApiGenerative Ai
Artificial Intelligence • Marketing Tech • Software
Lead the Behavioral team to develop systems that translate customer activity into marketing triggers. Drive technical initiatives, manage a team, and ensure operational excellence in scalable backend services.
Top Skills:
Asynchronous ProcessingBehavioral AnalyticsDecisioning EnginesEvent StreamingGoogle Cloud PlatformPub/Sub Systems
Artificial Intelligence • Cloud • Information Technology • Security • Software • Cybersecurity • Data Privacy
The Customer Advocacy Manager will enhance Snyk's advocacy program by building relationships with customers, managing content creation, and driving advocacy initiatives. This role involves partnering across teams and utilizing AI and tools to streamline processes while ensuring a positive customer experience.
Top Skills:
AISales Reference Management Tools
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
