The Managing Director will lead CFGI's FP&A Advisory team, developing strategies, managing client relationships, and delivering financial insights and solutions. Key responsibilities include business transformation projects and stakeholder engagement.
CFGI, founded in 2000, is a 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 seeking a strategic and execution-focused Managing Director to support the growth of our FP&A Advisory team.
Roles and Responsibilities:
· The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions.
· Drive the growth of CFGI’s FP&A Advisory practice by developing go-to-market strategies and building strong client relationships.
· 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.
Qualifications and Capabilities:
· 12-15+ years of progressive experience in finance, preferably within a consulting or professional services environment.
· A proven track record of generating new business and expanding client relationships is required.
· Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change.
· Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice.
· 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 a project, leading a project team 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.
Top Skills
Adaptive Workday
Alteryx
Anaplan
Cognos
Fusion
Onestream
Oracle
Oracle Hyperion
Planful
Power BI
SAP
Tableau
Workday
Similar Jobs
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Managing Director in Investment Banking at Wipfli leads M&A transactions, develops financial models, mentors associates, and supports deal execution.
Top Skills:
Business AnalysisFinancial ModelingInvestment BankingM&A TransactionsValuation
Financial Services
The Managing Director will drive business development, cultivate high-level relationships, lead strategic initiatives, and ensure client engagement aligned with their goals.
Software
The Managing Director will drive enterprise SaaS sales to accounting and consulting firms, develop leads, engage clients, meet sales goals, and support client success initiatives.
Top Skills:
AICRMSaaS
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
