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 us.fitly.work 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 us.fitly.work 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.
$120k - $215k
...Accounting & Reporting Advisory practice is... ...its Strategic Finance & FP&A team within the CFO Services group.... ...position for a senior professional who... ...eager to bring that operating experience into... ...- Senior Manager / Manager Impact... ...state operating models, business processes...SeniorInterim roleLocal areaImmediate startFlexible hours- ...alternative application process. Senior Manager/Director Finance, CFO Advisory Services Full Time Dallas, TX, US... ...navigate complex transactions, optimize operations, and drive value. Our... ...transformation, financial reporting and modeling, technical accounting, audit readiness...SeniorFull timeInterim roleWork at officeRemote work
$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$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$87k - $195k
...Accounting & Reporting Advisory practice is... ...its Strategic Finance & FP&A team within the CFO Services group.... ...equivalent to a Manager-level role, typically... ...position for a senior professional who... ...to bring that operating experience into... ...based financial modeling, long-range planning...SuggestedInterim roleWork at officeLocal areaFlexible hours- ...consulting and transaction advisory firm dedicated to... ...The Director, CFO Advisory Services... ...healthcare finance leader who enjoys... ...forecasting, compliance, operational improvement, and... ...Health’s CFO service model and delivery... ...finance executive, or senior healthcare...Full time
$124k - $280k
...Deals - Capital Markets Accounting Advisory Services - Senior Manager The Opportunity As a Deals - Capital... ...Utilizing skills in accounting modeling and financial structuring to maximize... ...and inclusive teams to drive operational excellence Crafting and conveying...Senior$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
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$150k - $225k
...PEPI - CFO Services - Director... ...in our clients' operations. Our job is to support... ...Performance Measurement & Management Business... ...with senior management; ability... ...proficiency in financial modeling and financial... ...Controllership, Finance and Accounting Advisory Services...Part timeFlexible hours- ...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
- Solidion Technology, Inc. is seeking a Senior Accounting Manager to own the full close‑to‑filing cycle, including month‑end closing, book‑keeping oversight, and SEC reporting with the CFO. You will supervise the Dayton bookkeeper remotely and drive audit readiness for...SeniorRemote work
- OverviewBaker Tilly is a leading advisory, tax and assurance... ...:As a Director in our Finance & Accounting Managed Services and Shared... ...service delivery models. You will serve as a trusted... ...advisor to CFOs and senior finance leaders, driving operational excellence, cost...Full timeLocal areaWorldwide
- ...US and Latin America, operating globally for over 100 years... ..., credit and risk management products and services relevant to the financing and strategic development... ...ambition for every future! Senior Manager, U.S.... ..., processes, operating models, client-facing activities...SeniorLocal areaFlexible hours
$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$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$100k - $125k
...Associate Director, CFO Services, who will operate within our CFO... ...operational accounting, cash management, and payroll... ...family members Support financing and financial... ...with internal wealth advisory personnel, and external... ...skill or training. Seniority level Seniority...Full timeTemporary workWork at officeLocal area- Baker Tilly Advisory Group, LP is seeking a Senior Manager to join the Transaction Advisory Service team within our Financial Advisory Services. You will perform due diligence, financial analysis and quality of earnings work for complex transactions, collaborating with...Senior
- BDO USA is seeking a Transaction Advisory Services Senior Manager in the Dallas area to lead financial, accounting, and operational due diligence engagements for middle-market clients. You will work with C-level executives and cross-functional teams to deliver high-quality...Senior
- EY is seeking a Senior Manager in Customer Tax Operations and Reporting within the Financial Services Organization. The role focuses on FATCA, CRS, and... ...data verification, entity classification, and advisory on economic substance laws. You will lead complex engagements...Senior
- GA Group in Dallas/Houston seeks experienced finance leaders for its CFO Advisory Practice. Roles are interim, project-based, and advisory, serving middle-market and PE-backed companies. Engagements may place you as Vice President of Finance or Controller, stabilizing...Interim role
- ...your goals.EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (... ...largest and fastest growing accounting and advisory firms in the industryYou will have the... ...short- and long-term financial goals. Operating within a culture where we hold each...SeniorFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...Partners provides Outsourced CFO and Controller level... ...matters most to investment managers who want more than just another... ...background in back-office operations. Title and level of seniority are based on a candidate’s... ...'s degree in Accounting/Finance ~ CPA is a plus ~...Work experience placement
$141.2k - $278.3k
...Summary Our Operational Finance Transformation... ...operational performance, manage financial and... ...transformation, operating model design, technology... ...to work with CFO and CAO... ...services, or an industry advisory or strategy function... ...level employees to senior leaders, we...Local areaShift work$70k - $90k
...makes us different is our people. Operating as trusted partners to our... ...Description Provide outsourced CFO support to hedge funds and private equity clients, managing financial operations, reporting... .... Deliver financial analysis, model creation, and process...SeniorFull timeWork at officeLocal areaWorldwide- ...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
$100k - $160k
Overview A&M CFO Services work with private... ...in our clients’ operations. We support PE... ...- CFO Services - Senior Associate CFO Services... ...Performance Measurement & Management Business... ...Develop financial models (three‑statement forecast... ...in accounting, finance, economics, or a...SeniorPart timeFlexible hours- PEPI - CFO Services - Manager A&M CFO Services work with private... ...involvement in our clients' operations. Our job is to... ...Understanding accounting and finance process flows and how... ...various financial models, provide valuable... ...improvement initiatives to senior management and board...
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