Lead and refine transaction support strategies, manage practice growth, oversee project delivery, and engage with executives to secure business opportunities.
Summary:
CFGI is actively seeking a seasoned Transaction Support leader with a strong track in service delivery, practice growth, and business development. This pivotal role involves leading the refinement of our transaction transformation support approach, shaping our go-to-market strategy, identifying market opportunities, and growing our differentiating team of professionals. This leader will utilize their network of professional connections and identify opportunities in the market to grow this practice for CFGI.
Key Responsibilities:
· Work closely with the firm leadership team on defining the mid-term and long-term strategy for the transaction support and transformation practice.
· Support the evolution of our service delivery approach in the areas of IPO Readiness, Private Equity 1st 100 Days, M&A transactions such as carve-outs and integrations, Life Sciences Commercialization, etc.
· Oversee the finance assessment, planning and definition of transformation roadmap for transactions support projects.
· Provide support on strengthening our brand as trusted business transformation advisors in the transaction finance transformation support space.
· Identify gaps in existing transaction support team from competency and hiring perspectives, define plan for hiring and skills development to address those gaps.
· Partner with other CFGI groups on go-to-market strategy, account planning, opportunity identification, proposals and project deliveries.
· Lead responses to RFPs, tailor proposals, lead orals, and deliver presentations to potential clients to secure new business and grow existing accounts.
· Bring their own network of professional contacts that can grow our targets both on logos and numbers.
· Stay updated on recent transactions and planned transactions in the market that can impact our plans, targets and delivery strategies.
· Provide leadership oversight over the planning, delivery, and closure of transaction support projects.
· Lead the assignment of resources on the projects to achieve required alignment of skills, skills development plans and target utilization targets.
· Provide leadership oversight over the planning, delivery, and closure of transaction transformation support projects.
· Monitor and follow up with project leads on project budgets, billing, and collections.
· Manage the performance evaluation processes and ensure fair practices are in place, while aligning results to overall performance targets.
Qualifications:
· Bachelor’s degree in Finance, Accounting, Business Administration or a related field, a Master’s degree is highly preferred.
· At least 15 years of experience in transaction support and finance transformation.
· At least ten years of experience interacting with CFOs, Controllers and M&A leadership in public companies.
· Demonstrated a track record in transaction support and transformation, as well as driving business growth in a consulting environment.
· Deep understanding of impact of different types of M&A activities on financial operations, processes and technology landscape and best practices.
· Strong people agenda and ability to oversee ongoing projects simultaneously.
· Excellent communication, interpersonal and negotiation skills, with a demonstrated ability to engage effectively with executives.
· Sharp analytical and strategic thinking capabilities, dedicated to delivering effective solutions and adding value to clients.
· Passionate about client service.
· Willingness to travel as necessary to meet with potential and existing clients and attend firm wide events.
Top Skills
Accounting
Business Administration
Finance
Similar Jobs
Marketing Tech • Retail • Design
The Sr. Business Manager oversees budgeting processes, financial reporting, model creation for forecasting, and collaboration with budget owners to drive financial strategies within the supply chain.
Top Skills:
Bi ToolsExcelPowerPoint
Insurance
The P&C Senior Actuarial Assistant executes projects supporting pricing insurance business using actuarial standards and collaborates with analytics management to develop pricing strategies.
Top Skills:
Actuarial SciencePredictive ModelingProgramming LanguagesStatistical Techniques
Other
Oversee the Bank’s compliance testing program for consumer protection; manage a team, ensure compliance, and enhance testing methodology while collaborating with various stakeholders.
Top Skills:
ArcherMicrosoft Office Suite
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
