Financial Planning & Analysis - Director

As a member of our Business Transformation team, you work as an extension of our client's team. Your work will focus on supporting the FP&A function of our client's finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.

Roles and Responsibilities:

1. The FP&A Director is a key member of the Financial Planning and Analysis team and will help influence clients' financial and business decisions.
2. Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision.
3. Help develop finance strategies by assessing a client's business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.
4. Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.
5. Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.
6. Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process.
7. Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.

Preferred Skills:

1. Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion).
2. Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).
3. Project Management experience is a plus.

Qualifications and Capabilities:

1. Finance-focused with a minimum of twelve years of experience in finance and/or accounting. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required.
2. Advanced understanding of the FP&A function within a finance organization.
3. Extensive experience and understanding of three statement financials and associated modelling.
4. Significant engagement management experience as well as business, practice, and people development.
5. Ability to concurrently manage internal firm and external client requirements.
6. Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus.
7. Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial).
8. Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus.
9. ERP technology understanding (SAP / Oracle / Workday, etc.).
10. Experience leading projects/teams and the ability to lead key requirement workshops with clients.
11. Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions.