Leads CFGI’s AI Strategy and Readiness advisory practice, owning the sale and delivery of AI and data readiness assessments, maturity evaluations, roadmaps, and business cases. Advises CFOs, CIOs, boards, audit committees, and private equity sponsors; develops assessment methodologies; originates revenue; and builds an advisory team. The role also partners with architecture and transformation leaders to convert diagnostics into follow-on engagements and represents the practice through publications and executive events.
Managing Director, AI Strategy & Readiness
MANAGING DIRECTOR · ADVISORY POD LEAD · FOUNDING TEAM
Practice: AI Services · Reports to: Head of AI Services · Location: Flexible across CFGI offices; travel as required
ABOUT CFGI AND AI SERVICES
CFGI is a leading advisory firm serving the Office of the CFO, with approximately 1,400 professionals across more than 30 offices in North America and Europe. CFGI is independent of audit and vendor relationships, advising CFOs, boards, and private equity sponsors without conflict. AI Services is CFGI's newest practice: a horizontal capability that helps clients assess AI and data readiness, stand up governance, and operationalize AI across the finance function and the enterprise. This is a founding-team seat with direct influence over how the practice is built.
THE ROLE
You are the founding leader of the practice's advisory motion. You own the assessment portfolio end to end: selling, shaping, and delivering AI and data readiness diagnostics, maturity scoring, roadmaps, and business cases for CFOs, boards, and private equity sponsors. You are the senior voice in the room on AI strategy, and you build the team underneath you.
WHAT YOU WILL DO
- Lead delivery of AI and data readiness assessments end to end: scoping, maturity scoring, findings synthesis, roadmap, and business case.
- Originate and shape opportunities with CFGI account teams across the firm's product lines; carry personal revenue and sold-work accountability.
- Own C-suite and board-level readouts; present and defend findings with CFOs, CIOs, audit committees, and sponsors.
- Design, version, and continuously improve the practice's assessment instruments and delivery method.
- Build and lead the Advisory Pod: hire, coach, and quality-assure consultant delivery as the team scales.
- Partner with the Solutions Architecture and Transformation Management Office leaders to convert diagnostic findings into delivery and program engagements.
- Represent the practice externally through publications, speaking, and client roundtables.
WHAT YOU MUST HAVE
- 12+ years in management consulting or advisory, with substantial transformation or Office of the CFO experience.
- A demonstrated record of originating, shaping, and selling advisory work, not only delivering it.
WHAT SETS YOU APART
- Personally led ten or more assessment, operating model, or strategy engagements.
- Deep working fluency in the enterprise AI landscape: large language models, agentic systems, build-versus-buy economics, adoption and change dynamics.
- C-suite workshop design and facilitation.
- Private equity deal-team or portfolio company exposure.
- Prior experience building a practice, service line, or offering from an early stage.
NICE TO HAVE
- Published eminence: white papers, conference talks, board-education content.
WHO THRIVES HERE
- Exceptional structured communication in the Pyramid Principle tradition; executive-grade written product.
HOW SUCCESS IS MEASURED, FIRST TWELVE MONTHS
- Assessment engagements sold and delivered at target margin.
- Conversion rate of assessments into follow-on delivery and program work.
- Advisory Pod hired, ramped, and delivering to quality standard.
- Assessment instruments versioned and adopted as the practice standard.
CFGI San Francisco, California, USA Office
San Francisco, United States
Similar Jobs
Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Supports client project planning and execution by gathering requirements, tracking deliverables, monitoring schedules and budgets, preparing status updates, maintaining documentation, coordinating client and internal communications, and recording milestones and action items. Works alongside an experienced Project Manager to develop project management skills and contribute to successful client outcomes.
Top Skills:
Ai-Powered SoftwareCloud SoftwareSaaS
Other • Utilities
Acquires new small-business customers through prospecting, cold calling, networking, needs analysis, solution-based selling, negotiation, and deal closing. Manages sales funnels, forecasts, customer relationships, and territory growth while recommending wireless plans, devices, data services, and accessories. This field-based role serves the Miami/Fort Lauderdale territory and requires face-to-face customer engagement.
Top Skills:
Sales Force AutomationWireless Telecommunications
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handles inbound calls and warm leads to consult customers on insurance needs, recommend Property & Casualty coverages, and convert prospects into policyholders. The role includes paid licensing and sales training, customer service, lead conversion, and brand representation. Employees must work a designated weekday and weekend schedule, maintain a compliant home office with wired high-speed internet, and obtain a Property & Casualty license after hire.
Top Skills:
High-Speed Wired InternetPc
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
