Finance Effectiveness

About the role

The Finance Effectiveness Manager at Cfgi will own the end-to-end delivery of finance transformation engagements focused on enhancing finance strategy, optimizing processes, and enabling digital capabilities. You will serve as a key lead for workstreams that span finance operating model design, process improvement, and the implementation of enabling technologies such as ERP, EPM, and automation platforms. This role requires you to translate high-level strategic objectives into detailed, actionable plans while maintaining rigorous oversight of day-to-day execution in partnership with senior client stakeholders. You will be responsible for developing and articulating clear recommendations, roadmaps, and quantified value cases that demonstrate the impact of finance effectiveness initiatives. The position is ideal for a hands-on problem solver who thrives in a fast-paced, entrepreneurial environment and is comfortable navigating ambiguity while maintaining a sharp focus on delivery quality. You will collaborate closely with cross-functional teams to ensure that finance transformation programs are integrated, coherent, and aligned with client business priorities.

Key facts

What you'll do

• Execute the work posted for , ensuring alignment with project scope and client expectations.
• Adhere strictly to scope requirements and follow defined methodologies to maintain consistency and quality across engagements.
• Meet the practical notes and standards established by the firm to support effective project delivery.
• Conduct comprehensive current-state assessments of finance functions to uncover inefficiencies, risks, and opportunities for improvement.
• Identify and prioritize improvement opportunities, translating findings into clear, actionable recommendations for finance organization redesign.
• Design future-state operating models for finance organizations that address complexity, improve performance, and support scalable growth.
• Support the implementation of enabling technologies, including ERP systems such as SAP and Oracle, EPM platforms, automation tools, and analytics dashboards.
• Coordinate day-to-day client activities, manage project planning, resolve issues promptly, and provide timely status reporting to stakeholders.
• Lead the development of key deliverables, including finance strategies, process maps, roadmaps, and quantified value cases that inform decision-making.
• Collaborate with cross-functional teams to ensure integrated transformation programs that address finance, technology, and operational considerations.
• Mentor analysts and associates by providing constructive feedback, technical guidance, and coaching to strengthen their capabilities.
• Contribute to business development efforts by participating in proposal development, client workshops, and internal capability building initiatives.
• Facilitate executive workshops, present recommendations, and act as a primary point of contact for client stakeholders throughout the project lifecycle.
• Drive initiatives related to ERP, EPM, automation, and digital finance that enhance core finance processes such as Record-to-Report, Procure-to-Pay, Order-to-Cash, FP&A, budgeting, forecasting, and financial close.

Requirements

• Bring 5 to 9 years of relevant experience in areas such as finance transformation, consulting, business transformation, finance, strategy, operations, or corporate finance.
• Demonstrate prior experience leading finance transformation engagements, including ERP and EPM implementations, business transformation, operational improvement, or related consulting projects.
• Hold a Bachelor's degree or equivalent practical experience that provides a strong foundation in business, finance, or a related discipline.
• Possess strong written, verbal, and interpersonal communication skills to build effective relationships with both business and technical audiences.
• Show a proven ability to lead project workstreams, manage complex timelines and deliverables, and supervise consultants or cross-functional team members.
• Exhibit high-level organizational skills and the capacity to manage multiple workstreams simultaneously while navigating competing priorities under tight deadlines.
• Demonstrate strong analytical and structured problem-solving abilities to address complex finance and operational challenges.
• Be an entrepreneurial, self-motivated, and dependable professional committed to delivering exceptional client service while actively developing junior team members.
• Have experience facilitating executive-level workshops, presenting recommendations, and serving as a trusted primary point of contact for client stakeholders.
• Show evidence of leading ERP, EPM, automation, or digital finance initiatives that improve core finance processes and business operations.
• Have experience with major finance technologies such as SAP, Oracle, Workday, Anaplan, Hyperion, or Power BI, depending on project needs.
• Demonstrate experience leveraging AI, automation, analytics, process mining, or other digital finance tools to optimize finance processes and business operations.
• Have a track record of supporting proposal development, business case creation, vendor assessments, organizational design, and finance transformation roadmaps.

Nice to have

• Experience at a Big 4 firm such as Deloitte, EY, KPMG, or PwC.
• Proven background leading finance transformation initiatives, including finance operating model design, finance process improvement, finance organization redesign, finance function optimization, or shared services transformation.
• Demonstrated ability to lead project workstreams, supervise consultants, and coordinate cross-functional teams effectively.
• Experience facilitating executive workshops, presenting recommendations, and managing high-stakes client relationships.
• Demonstrated experience leading ERP, EPM, automation, or digital finance initiatives that enhance record-to-report, procure-to-pay, order-to-cash, FP&A, budgeting, forecasting, or financial close processes.
• Additional experience with ERP, EPM, planning, or finance technologies such as SAP, Oracle, OneStream, Workday, Anaplan, Hyperion, or Power BI.
• Experience leveraging AI, automation, analytics, process mining, or digital finance technologies to drive improvements in finance processes or business operations.
• Experience supporting proposal development, business cases, vendor assessments, organizational design, and finance transformation roadmaps.

Practical notes

• Engagement details are sourced externally and should be consulted for specific arrangements.
• Compensation information is not provided in the available source material.
• Hours, travel requirements, visa conditions, and application deadlines are defined in the original source and must be reviewed in the official opportunity documentation.