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.
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 five years’ experience in finance and/or accounting, with prior professional services experience. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required.
- Exceptional understanding of the FP&A function within a finance organization.
- In-depth 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 executive level clients, document requirements, and articulate the value proposition and business case for various FP&A and BT solutions.
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