The Senior Manager supports the FP&A function, leading project teams in business transformation, developing finance strategies, and providing business partnering support.
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.
Roles and Responsibilities:
- 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.
What you must have:
- 8–12 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 enterprise FP&A initiatives including budgeting, forecasting, long-range planning, financial modeling, scenario analysis, finance transformation, or performance management.
- Experience leading complex engagements, managing project teams, facilitating client workshops, and overseeing project execution, staffing, budgets, and client deliverables.
- Experience developing trusted relationships with executive stakeholders by presenting financial insights, business cases, and strategic recommendations to CFOs, finance executives, and other senior leaders.
- Experience applying FP&A technologies including planning, analytics, reporting, EPM, or ERP platforms to modernize finance processes and improve decision-making.
- Experience contributing to business development initiatives, proposal efforts, practice development, training programs, or knowledge-sharing initiatives.
Nice to have
- CPA, CFA, MBA, PMP, 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, healthcare, life sciences, or other highly regulated industries.
Who thrives here
- Outstanding 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 long-term trusted client relationships.
- Highly organized with the ability to manage multiple engagements 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 developing future leaders.
CFGI Denver, Colorado, USA Office
Denver, United States
Similar Jobs
Big Data • Information Technology • Software • Analytics • Energy
Own enterprise sales and account growth for energy-focused SaaS solutions. Build executive relationships, generate qualified pipeline, lead consultative sales pursuits, align solutions with strategic business objectives, develop presentations and ROI cases, negotiate and close opportunities, manage renewals and upsells, and maintain accurate Salesforce and sales database records.
Top Skills:
Generative AiMicrosoft AccessExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSaaSSalesforce
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Leads a team managing ADA and PWFA accommodation claims, ensuring accurate, timely, compliant claim adjudication and strong customer service. Responsibilities include coaching employees, managing performance and workloads, reviewing claim files and calls, identifying process improvements, administering concurrent disability and leave claims, mitigating risk, and communicating operational updates. The role requires disability or absence management expertise, sound judgment, knowledge of applicable regulations, and effective stakeholder collaboration.
Top Skills:
Microsoft Office Suite
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Processes long-term care reimbursement claims by interpreting policy provisions, reviewing documentation, calculating payments and overpayments, and identifying potential fraud, waste, and abuse indicators. The role obtains missing information from providers, collaborates with internal teams, and meets quality, accuracy, productivity, and timeliness standards. It is primarily virtual with a required monthly office visit.
Top Skills:
Ai-Powered ToolsComputer-Based Claims Processing SystemsExcelMicrosoft WordTlc Claims System
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
