Lead finance transformation projects, advising CFOs on operational improvements, managing client relationships, and mentoring team members.
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 looking for a Senior Manager in the Finance Transformation practice to play a critical role in leading project teams and advising CFOs on how to evolve their finance organizations. This leader will help clients modernize their operating models, streamline processes, and adopt digital tools to unlock efficiency, insight, and agility. This role combines delivery ownership with client relationship development and offers a path to leadership within a high-impact consulting practice.
Key Responsibilities:
· Lead workstreams or medium-to-large engagements focused on finance operating model design, process optimization, and digital enablement across all finance areas.
· Serve as a trusted advisor to finance executives, helping define transformation roadmaps and deliver business outcomes.
· Oversee day-to-day client delivery, including project planning, stakeholder management, and quality assurance.
· Support design and implementation of digital enablers such as ERP (SAP, Oracle, Workday), EPM tools, automation, and analytics solutions.
· Manage and mentor consultants and managers, fostering skill development and strong team performance.
· Collaborate across firm capabilities (e.g., digital, risk, change management) to deliver integrated, cross-functional transformation initiatives.
· Participate in business development efforts, including proposal creation, solution design, and client presentations.
· Contribute to internal thought leadership, methodologies, and practice development initiatives.
What We’re Looking For:
· Eight plus years of experience in finance transformation or consulting, with prior experience in a professional services firm strongly preferred.
· Deep understanding of finance operations, shared services, or finance process redesign.
· Working knowledge of enabling technologies such as ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and reporting solutions.
· Demonstrated success leading client delivery teams and managing project workstreams.
· Strong analytical, communication, and stakeholder management skills.
Top Skills
Analytics Solutions
Automation Tools
Epm Tools
Erp (Sap
Oracle
Workday)
Similar Jobs
Fintech • Machine Learning • Payments • Software • Financial Services
The Senior Manager, Technical Writer will create strategic technical documentation for Capital One's tools, ensuring clear communication for users and stakeholders. Responsibilities include crafting user manuals, API documentation, and collaborating with technical teams to ensure documentation effectiveness.
Top Skills:
ConfluenceGitGitbookHugoMarkdown
HR Tech • Information Technology • Professional Services • Sales • Software
Manage the implementation and configuration of US Payroll and Benefits systems for clients, ensuring a smooth onboarding experience and effective guidance throughout the process.
Top Skills:
APIsAsanaBenefits Administration SolutionsIntegrationsSaaSSlackUs Payroll SystemsZendesk
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Oversee execution of complex AI-enablement programs by collaborating with stakeholders, defining requirements, and ensuring successful delivery while balancing innovation with responsible AI use.
Top Skills:
AIPythonSQL
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



