FP&A Advisory - Managing Director (United States)

FP&A Advisory - Managing Director

CFGI, founded in 2000, 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, commercial, and execution-focused Managing Director to support the continued growth of our FP&A Advisory team. The Managing Director is a senior leader responsible for building executive client relationships, originating and expanding business, overseeing complex client engagements, developing our people, and helping shape CFGI's FP&A Advisory go-to-market strategy and capabilities.

What you might expect:

• Drive the growth of CFGI's FP&A Advisory practice by developing go-to-market strategies, cultivating executive relationships, originating new opportunities, and expanding existing client accounts.


• Serve as a trusted advisor to CFOs, CEOs, Boards, Private Equity sponsors, and other senior executives on complex FP&A, strategic finance, performance management, and finance-transformation matters.


• Diagnose clients' financial, operational, organizational, technology, and data challenges and develop practical solutions aligned with broader business strategy.


• Lead major business-transformation initiatives that align finance capabilities with a client's strategic objectives and future-state vision.


• Advise clients on forecasting, budgeting, long-range planning, scenario analysis, management reporting, business partnering, resource allocation, financial risk, and strategic decision support.


• Oversee complex financial and transaction modeling supporting M&A, divestitures, integrations, refinancing, capital raises, restructuring, growth initiatives, and enterprise transformation.


• Help clients design and implement modern FP&A operating models incorporating automation, EPM, ERP, advanced analytics, business intelligence, data modernization, and emerging AI capabilities.


• Provide executive oversight across major engagements, ensuring quality delivery, strong economics, effective staffing, risk management, and exceptional client service.


• Lead executive workshops, steering committees, strategic planning sessions, and other high-stakes stakeholder discussions.


• Identify opportunities to expand CFGI's relationship across the broader CFO organization and coordinate cross-practice solutions where appropriate.


• Lead and support proposal development, pursuit strategy, pricing, solution development, and other critical business-development activities.


• Develop and maintain an understanding of innovations across FP&A, digital finance, analytics, AI, automation, finance technology, and the broader CFO ecosystem.


• Recruit, mentor, coach, and develop Directors, Senior Managers, Managers, and Consultants while helping build a high-performing and entrepreneurial FP&A Advisory practice.


• Contribute to CFGI's market positioning through thought leadership, solution development, external relationships, and the continued evolution of the FP&A Advisory value proposition.

What you must have:

• 12+ years of progressive experience in Financial Planning & Analysis, finance transformation, corporate finance, financial consulting, and/or related finance leadership roles.


• Demonstrated experience generating new business, expanding client relationships, and developing revenue opportunities within consulting, advisory, professional services, or a comparable client-service environment.

What sets you apart:

• Significant consulting or professional-services leadership experience, ideally complemented by corporate FP&A, strategic finance, CFO organization, or operating-company experience.


• Extensive experience advising CFOs and executive leadership teams on complex FP&A, financial modeling, performance management, strategic planning, or finance-transformation initiatives.


• Significant engagement leadership experience, including responsibility for major client relationships, project teams, engagement economics, delivery quality, and executive stakeholder management.


• Experience developing go-to-market strategies, leading pursuits and proposals, originating advisory engagements, and expanding strategic accounts.


• Experience leading finance modernization involving EPM, ERP, advanced analytics, reporting, automation, data, or broader digital-finance technologies.

Nice to have:

• Transactional experience involving M&A, divestitures, integrations, carve-outs, refinancing, capital raises, restructuring, or associated scenario modeling.


• Experience working with Private Equity sponsors and portfolio companies, particularly in value-creation, post-close transformation, rapid-growth, or high-change environments.


• Experience with finance platforms and technologies such as Workday Adaptive Planning, Anaplan, Planful, OneStream, Cognos, Oracle Hyperion, Oracle Fusion, SAP, NetSuite, Tableau, Alteryx, Power BI, or similar solutions.


• Experience applying Generative AI, advanced analytics, intelligent automation, or emerging technology to transform FP&A and finance operating models.


• MBA, CPA, CFA, PMP, or another relevant professional credential.

Who thrives here:

• Executive-level communicator with the ability to build trusted relationships and influence senior leadership.


• Entrepreneurial and commercially oriented, with a passion for developing clients, people, capabilities, and new areas of business.


• Strategic thinker who remains comfortable engaging deeply in execution when client situations require it.


• Strong people leader with a track record of developing high-performing consulting teams.


• Able to balance client commitments, business development, practice leadership, talent development, and internal firm priorities.


• Passionate about exceptional client service and building a differentiated, high-impact consulting practice.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.