FP&A Advisory - Senior Manager

As a member of our Business Transformation team, you work as an extension of our client’s team. Your work will focus on supporting the FP&A function of our client’s finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.

 

·       The FP&A Senior Manager is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions. 

·       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. 

 

Preferred Skills: 

 

·       Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion). 

·       Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).

·       Project Management experience is a plus.

·       Experience in the financial services and or life sciences industries preferred.

 

Qualifications and Capabilities: 

 

·       Finance-focused with a minimum of eight years of experience in finance and/or accounting. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required. 

·       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 projects/teams 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.