The Finance Transformation Manager leads finance projects, improves finance processes, enables technology, and supports change for clients' financial transformations.
Finance Effectiveness - Manager
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 actively expanding our Finance Effectiveness team and seeking professionals ready to deliver measurable impact on the most pressing priorities of modern finance organizations.
We are seeking a results-driven Finance Transformation Manager to lead workstreams and oversee day-to-day execution on finance transformation projects. This role is ideal for a hands-on problem solver with experience improving finance processes, enabling technology, and supporting change. The Manager will work closely with senior leaders and clients to translate strategic objectives into actionable plans and ensure high-quality delivery across initiatives.
Key Responsibilities:
- Manage project workstreams related to finance strategy, process improvement, or digital enablement across different Finance areas.
- Conduct current-state assessments, identify improvement opportunities, and help design future-state operating models for finance organizations.
- Support implementation of enabling technologies including ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and analytics dashboards.
- Coordinate day-to-day client activities, project planning, issue resolution, and status reporting.
- Lead the development of key deliverables, including recommendations, roadmaps, and value cases.
- Collaborate with cross-functional teams to support integrated transformation programs.
- Mentor analysts and associates, providing guidance, feedback, and technical knowledge development.
- Assist in business development efforts, such as contributing to proposals, client workshops, and internal capability building.
What you must have:
- 5–9 years of experience in finance transformation, consulting, business transformation, finance, strategy, operations, and/or corporate finance.
- Experience leading finance transformation, ERP/EPM, business transformation, operational improvement, or related consulting engagements
What sets you apart:
- Experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC).
- Experience leading finance transformation initiatives such as finance operating model design, finance process improvement, finance organization redesign, finance function optimization, or shared services transformation.
- Experience leading project workstreams, managing project timelines and deliverables, and supervising consultants or cross-functional teams.
- Experience facilitating executive workshops, presenting recommendations, and serving as a primary point of contact for client stakeholders throughout project delivery.
- Experience leading ERP, EPM, automation, or digital finance initiatives that improve core finance processes such as Record-to-Report (RTR), Procure-to-Pay (P2P), Order-to-Cash (O2C), FP&A, budgeting, forecasting, or financial close.
Nice to have:
- CPA, CFA, PMP, or other relevant professional certification.
- Experience with ERP, EPM, planning, or finance technologies (e.g., SAP, Oracle, OneStream, Workday, Anaplan, Hyperion, Power BI).
- Experience leveraging AI, automation, analytics, process mining, or digital finance technologies to improve finance processes or business operations.
- Experience supporting proposal development, business cases, vendor assessments, organizational design, or finance transformation roadmaps.
Who thrives here:
- Excellent interpersonal, written, and verbal communication skills with the ability to build relationships across business and technical teams.
- Proactive in identifying client needs and driving collaborative solutions.
- Highly organized with the ability to lead multiple workstreams and manage competing priorities.
- Strong analytical and structured problem-solving abilities.
- Entrepreneurial, self-motivated, adaptable, and dependable.
- High energy with a commitment to delivering exceptional client service while developing junior team members.
CFGI San Francisco, California, USA Office
San Francisco, United States
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