Financial Planning & Analysis - 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:

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The FP&A Manager is a key member of the Business Transformation team and will help influence clients’ financial and business decisions.

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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.

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Help develop finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.

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Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.

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Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.

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Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process.

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Thought capital and disseminate information around current and emerging trends.

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Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.

Preferred Skills:

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Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion).

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Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).

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Project Management experience is a plus.

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Experience in the financial services and/or life sciences industries preferred.

Qualifications and Capabilities:

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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.

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Exceptional understanding of the FP&A function within a finance organization.

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In-depth understanding of three statement financials and associated modelling.

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Significant engagement management experience as well as business, practice, and people development.

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Ability to concurrently manage internal firm and external client requirements.

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Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus.

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Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial).

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Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus.

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ERP technology understanding (SAP / Oracle / Workday, etc.).

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Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients.

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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.