FP&A Advisory - Manager
FP&A Advisory – 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.
Roles and Responsibilities: The FP&A Manager is a key member of the Business Transformation 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. Thought capital and disseminate information around current and emerging trends. Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.
What you must have: 5–8 years of experience in FP&A, finance transformation, corporate finance, consulting, and/or corporate finance. Experience leading FP&A, budgeting, forecasting, financial modeling, or finance transformation engagements within a consulting, professional services, or corporate FP&A environment.
What sets you apart: Experience leading FP&A initiatives including budgeting, forecasting, long-range planning, financial modeling, scenario analysis, or finance transformation. Experience leading project workstreams, managing project teams, facilitating client workshops, and serving as a primary point of contact for client stakeholders. Experience advising executive stakeholders by translating financial data into actionable business recommendations and presenting findings to senior leadership. Experience applying FP&A technologies including planning, reporting, analytics, or ERP platforms to improve finance processes and decision-making.
Nice to have: CPA, CFA, PMP, MBA, or other relevant professional certification. Experience with FP&A platforms such as Anaplan, Adaptive Planning, Planful, OneStream, Oracle Hyperion, Cognos, or similar planning technologies. Experience with ERP technologies including SAP, Oracle, Workday, NetSuite, Microsoft Dynamics, or similar ERP platforms. Experience supporting mergers and acquisitions, divestitures, refinancing, capital raises, or scenario modeling. Experience within financial services, life sciences, healthcare, or other highly regulated industries.
Who thrives here: Excellent interpersonal, written, and verbal communication skills with the ability to build credibility across all levels of an organization. Proactive in identifying client needs and developing trusted client relationships. Highly organized with the ability to manage multiple workstreams and competing priorities. Strong analytical and structured problem-solving abilities. Entrepreneurial, self-motivated, adaptable, and dependable. High energy with a commitment to delivering exceptional client service while mentoring and developing junior team members.