Senior Manager, CFO Advisory - Finance Operating Model
$184.9k - $217.5kWest Monroe Partners
Are you ready to make an impact?West Monroe is seeking a Senior Manager to join our growing Office of the CFO Advisory team within our Operations Excellence practice. This role is designed for a finance transformation leader who can connect process architecture, service delivery design, organizational structure, and automation into an integrated operating model for the Office of the CFO.As a Senior Manager, you will lead complex finance transformation engagements, advise CFOs and Controllers on where to invest and where to stop investing, and translate operating model decisions into executable roadmaps with measurable capacity, cost, control, and performance outcomes. You will also help shape West Monroe's finance operating model and automation offerings, develop our people, and expand client relationships.What you’ll doClient DeliveryLead end-to-end finance operating model engagements, including current-state assessment, process architecture, target operating model design, service delivery strategy, implementation planning, and value realization.Design operating models across retained finance, centers of excellence, shared services, outsourced services, and AI-enabled or agentic capacity, with clear decision rights, service levels, governance, and economics for each delivery channel.Apply a disciplined sequence of fixing process breakdowns, standardizing work, and then automating activities so that technology investments are built on sustainable processes and controls.Develop activity-based FTE baselines, cost-to-serve models, spans and layers analyses, role architectures, and post-automation capacity glidepaths that support defensible business cases and implementation plans.Lead shared services and GBS stand-ups, migrations, and transformations, including scope definition, location strategy, provider evaluation, transition planning, cutover, hypercare, and stabilization.Advise clients on BPO provider selection, commercial evaluation, contracting considerations, and governance, while distinguishing sustainable transformation value from labor arbitrage alone.Use process taxonomies, process mining outputs, performance benchmarks, and operational data to identify root causes, prioritize opportunities, and translate findings into executive-ready recommendations.Lead finance operating model work in transaction environments, including carve-outs, TSA scoping and exit sequencing, Day 1 minimum viable finance, and standalone cost modeling.Own engagement delivery across scope, budget, profitability, staffing, risk, quality, and client satisfaction while serving as a trusted advisor to CFO, Controller, and private equity stakeholders.Apply AI, automation, analytics, and data tools to accelerate analysis and improve delivery outcomes while exercising sound judgment, validating outputs, and managing control and adoption risks.Business Development and Client GrowthBuild and expand executive relationships with CFOs, Controllers, transformation leaders, and private equity operating partners.Identify and shape follow-on opportunities across finance transformation, automation, shared services, close and consolidation, EPM, ERP strategy, and value creation.Lead or support proposals, statements of work, solution design, pricing, and executive presentations that balance client value with strong engagement economics.Contribute market-facing thought leadership on finance operating models, AI-enabled service delivery, cost optimization, and the future of finance work.Practice and People LeadershipDevelop and maintain methodologies, fieldwork tools, interview guides, benchmark interpretation resources, business case models, and reusable client assets.Lead, coach, and mentor Managers, Senior Consultants, and Consultants, providing hands-on quality review and clear feedback on analyses, deliverables, and client communications.Serve as a Career Advisor and actively participate in performance management, recruiting, interviewing, onboarding, and capability development.Collaborate across Operations Excellence, Technology and Experience, Mergers and Acquisitions, Organization and People, and industry teams to deliver integrated solutions.What you'll bringRequired qualificationsBachelor's degree in finance, accounting, business, economics, industrial engineering, or a related discipline, or equivalent experience.10+ years of progressive experience in finance transformation, operating model design, shared services, GBS, or related advisory work, with substantial client-facing consulting experience.Demonstrated leadership of at least two shared services or GBS stand-ups, migrations, or major transformations, including direct ownership of transition planning, cutover, and stabilization.Deep functional experience in at least three finance domains such as Record-to-Report, Order-to-Cash, Procure-to-Pay, FP&A, Treasury, Tax, or Financial Reporting.Experience advising mid-market and private equity-backed organizations, with the ability to scale solutions to businesses with approximately $200 million to $2 billion in revenue.Strong capability in service delivery model design and costing, activity-based capacity modeling, spans and layers, role architecture, and workforce transition planning.Working knowledge of APQC or comparable process taxonomies, process mining concepts, and finance benchmarks such as cost of finance, FTE productivity, close cycle time, touchless processing, and forecast accuracy.Experience with finance automation and AI solution design, including the organizational, control, data, and adoption implications of automating work.Experience with BPO provider markets, selection processes, transition planning, and governance.Proven success leading complex engagements and executive client relationships, including scope, budget, profitability, risk management, team leadership, and quality assurance.Demonstrated contribution to business development through relationship expansion, opportunity shaping, proposals, and project origination.Exceptional written and verbal communication skills, including the ability to create concise executive-level deliverables and influence senior stakeholders.Experience using AI tools in day-to-day work to improve productivity and insight generation, paired with strong critical thinking to evaluate accuracy, bias, controls, and business relevance.Ability to work permanently in the United States without sponsorship.A commitment to inclusion and diversity, and openness to new ideas and perspectives.Ability to travel up to 50 percent based on client and engagement needs.Preferred qualificationsExperience in a leading consulting or advisory firm, or an in-house leadership role in Operating Model Transformation, Finance Transformation, Shared Services, or GBS.CPA, CMA, MBA, or another relevant advanced degree or professional credential.Experience leading finance transformation in carve-out, separation, integration, or other transaction environments.Demonstrated thought leadership or market-facing point of view on AI and automation in the finance function.Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date. Seattle or Washington, D.C.$194,100—$228,400 USDLos Angeles$203,400—$239,300 USDNew York City or San Francisco$21,600—$250,100 USDA location not listed above$184,900—$217,500 USDOther consultancies talk at you.At West Monroe, we work with you.We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.West Monroe is an Equal Employment Opportunity Employer We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit . If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to View email address on click.appcast.io review our current policy regarding use of generative artificial intelligence during the application process. Additionally, West Monroe uses the BrightHire platform to record live interviews so our team can capture notes more accurately, stay focused on the conversation, and continually improve our interview process. You can review our privacy notice for more information about this process and how recordings are used. If you have any questions, reach out to View email address on click.appcast.io you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.
$184.9k - $217.5k
...?West Monroe is seeking a Senior Manager to lead cost optimization... ...engagements within our growing CFO Advisory team in our Operations Excellence practice. This role is designed for a finance transformation leader who... ...rigor, operating model expertise, analytical depth...SeniorTemporary workLocal areaImmediate startFlexible hoursShift work$179.85k - $340.97k
## Senior Manager - Advisory Consulting & Operating ModelApplylocations: USA TX Frisco: USA TX Dallas... ...transform how their finance and accounting functions... ...design modern operating models, streamline processes, and... ...engagements, including outsourced CFO/Controllership, Record‐to...SeniorLocal areaWorldwide$184.9k - $217.5k
...you ready to make an impact?West Monroe is seeking a Senior Manager to lead close, consolidation, reconciliation, and reporting automation engagements within our growing CFO Advisory team. This role is for a finance transformation leader who combines auditor-grade accounting...SeniorLocal areaImmediate startFlexible hours$132.8k - $212.4k
As a CFO Advisory Senior Manager, you will: Support the performance of engagements by managing and delivering timely and accurate accounting and... ...Compliance with Laws and Regulations, Process Improvement and Finance Modernization, and Best Practice and High-Performance...SeniorWork experience placementWork at officeLocal area- Strategic Finance & FP&A Team MemberAt... ...Accounting & Reporting Advisory practice is... ...within the CFO Services group.... ...position for a senior professional who... ...to bring that operating experience into... ...based financial modeling, long-range planning, and management reporting...SeniorInterim roleWork at office
$184.9k - $217.5k
...West Monroe is seeking a Senior Manager to lead EPM and FP&A advisory and solution architecture within our growing CFO Advisory team. This role... ...perspective and can help finance executives select, design... ...integrations, controls, and operating model decisions.What you’ll...SeniorLocal areaImmediate startFlexible hours- ...strategy, consulting, technology, operations, Song and Industry X with our... ...'s Enterprise Operating Model practice. We partner with Boards... ...both in spades, and as a manager you’re a natural at appreciating... ...teams.The Work:Engage with senior clients on their biggest business...SeniorFull timeWork experience placementLive inWork at officeLocal area
$124k - $280k
...Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob... ...Advisory Services - Senior Manager, you will provide... ...Utilizing skills in accounting modeling and financial structuring... ...inclusive teams to drive operational excellence- Crafting and conveying...SeniorFull timeH1b$110.7k - $226.13k
...Services practice as a Tax Manager, Equity Operations, where you will... ...including operating models, governance, processes... ...degree in business, finance, accounting, human resources... ...stock administration advisory servicesExperience in... ...-level employees to senior leaders, we believe...Local areaVisa sponsorship$149.28k - $237.36k
...achieve. Together.SummaryJoin a high-impact finance leadership role at the center of operational excellence and transformation. The Senior Manager, Finance Transformation, Expense &... ...Support development of scalable operating models, including shared services, centralized...SeniorFull timeWork at officeRemote workRelocationVisa sponsorshipRelocation package$40 per hour
...Consulting Interns to join our Office of the CFO Advisory Practice . As a CFO Advisory... ...automation, organization redesign, and operating model refinements. Primary Responsibilities... ...a team Ability to stay organized and manage priorities in a dynamic environment Demonstrated...Work experience placementInternshipH1bWork at officeLocal areaImmediate start$40 per hour
...to join our Office of the CFO Advisory Practice . As a CFO Advisory... ...organization redesign, and operating model refinements. Primary... ...between business strategy, finance strategy and IT strategy Developing... ..., including key project management activities and core...Work experience placementInternshipH1bWork at officeLocal area- ...Monroe is seeking Consulting Interns to join our Office of the CFO Advisory Practice. As a CFO Advisory Consulting Intern, you will use... ...enhancements, AI and automation, organization redesign, and operating model refinements in a collaborative, hybrid work environment. #J...InternshipWork at office
$124k - $280k
...SummaryA career in our Financial Operations practice, within Finance Consulting services, will... ...team effectiveness.Model and reinforce professional... ...external reporting. As a Senior Associate, you will mentor... ...analytics reporting, and data management Familiarity with Data...SeniorFull timeH1b$71k - $117.1k
People Advisory Services - Global Payroll Operate - Senior AnalystLocation: Chicago Other locations:... ...our clients effectively manage their global payroll needs... ...tools, governance models, and client specific operational... ...or other related finance /HR activitiesExcellent...SeniorSummer holidayLocal areaWorldwideFlexible hours- GA Group seeks experienced finance leaders for its CFO Advisory Practice in Dallas or Houston. The role spans interim and project-based leadership in... ...Engagements may place you as VP of Finance/Controller or similar senior roles, stabilizing finance during transitions, improving...Interim role
$223.7k - $307.8k
...of our caring communityThe Regional VP, Operations & Finance is accountable for the regional P&L.... ...finance and growth teams. As the Regional CFO, this leader will develop and provide... ...financial planning and projections, risk management and operational metrics and reporting....Full timeTemporary workApprenticeshipRemote workRelocation- ...strategy, consulting, technology, operations, Song and Industry X with our... ...'s Enterprise Operating Model practice. We partner with Boards... ...both in spades, and as a manager you’re a natural at appreciating... ...teams.The Work:Engage with senior clients on their biggest business...Full timeWork experience placementLive inWork at officeLocal area
$134.48k - $269.88k
...We are seeking an experienced Senior Manager to lead delivery, drive... ...ll do The Senior Manager will operate at the center of our engagements... ...the value of the outsourced model through strong execution and... ...Accounting, Controls & Reporting Advisory, and Specialized Assurance &...SeniorWork at officeLocal areaVisa sponsorship$175k - $250k
Senior Director: Operations & Manufacturing Position Open to All U.S. Locations. About... ...Essential Requirements Previous advisory experience from a top‑tier... ...check financial and operational models. Proven leadership experience in managing teams, multiple stakeholders,...SeniorFlexible hours$190k
...through leading-edge management consulting... ...collaborative model across the firm... ...The Corporate Finance & Strategy Practice... ...that allow senior management to effectively... ...to join our CFO Excellence team... ...finance operating models for peak... ...effectiveness, CFO advisory, FP&A, process...Work at officeLocal area- ...Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will... ...a plus \n Experience in holistic tax advisory services beyond tax filing \n Must be... ...-paced environment independently while managing multiple priorities. \n Proficient...SeniorLocal area
$115.7k - $119.5k
...solutions through leading-edge management consulting along with... ...in a uniquely collaborative model across the firm and throughout... ...to thrive.What You'll DoAs a Senior Analyst (SA) in a Client Focused... ...on the Organization Design & Operating Model topic, you will work in...SeniorWork at officeLocal area- ...Office of the CFO /Office of the... ...across Transaction Advisory Services (TAS),... ...(PI), Interim Management (IM),... ...members provide operational accounting, technical... ...in accounting, finance, audit, operations... ...closely with senior leaders. If you... ...carveouts, operating model transformations...Interim roleWork at officeRelocation
$160k - $210k
...Client Accounting Services Senior Manager Remote | East Coast CPA & Advisory Firm If you’re a CAS... ...more proactive advisory model. The idea is pretty... ...development, workflows and operating structure necessary to... ..., including outsourced CFO and controller advisory,...SeniorRemote work- Humana seeks a Regional Vice President, Operations & Finance for the South Central region (TX, OK and AR). This executive owns the regional... ...the annual budget, forecasting, CMS bid processes and risk management while leading a small finance/ops team. Travel up to 20% is...
- West Monroe is seeking Consulting Interns to join our Office of the CFO Advisory Practice in Dallas. As a CFO Advisory Consulting Intern, you will transform clients’ accounting, budgeting, planning, and financial reporting processes through process improvements and AI-...InternshipWork at office
- ...Officer to refine the company’s finance and accounting infrastructure and implement operational KPIs. This role partners closely... ...growth and a potential exit. The CFO will lead the finance function,... ...budgeting and financial reporting, manage audits, and oversee ERP...
- ...Senior Vice President, Operating Model, Product & Client Job Description About Citco Citco is a global... ...at a fund administrator, fund manager or comparable environment. Proven... ...Bachelor’s Degree in Accounting, Finance, Economics or a related field; professional...SeniorPermanent employmentFull timeTemporary workWork at officeWorldwide
- ...provide tax, accounting, advisory, and consulting services... ...accomplished and dedicated Senior Client Accounting Services Manager who will play a pivotal... ...department, overseeing day-to-day operations and ensuring efficient... ...’s degree in Accounting, Finance, or a related field; CPA...SeniorWork at officeFlexible hours
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