CFO Advisory Services, Manager

Duties & Responsibilities

• Entering complex or ambiguous finance environments to assess challenges across people, processes, data, and systems
• Providing strategic financial leadership to clients, including providing interim services such as Head of Finance or Controller for organizations without dedicated finance leadership
• Identifying root‑cause issues and translating them into clear, pragmatic, and executable solutions
• Leading and delivering engagements across key Office of the CFO service areas, including:
• Transaction readiness and execution support (buy‑side and sell‑side)
• Finance advisory and transformation, including financial operations, process redesign, standardization, and optimization
• Management, external, and board‑level reporting improvements
• Serving as the day‑to‑day engagement lead, managing scope, timelines, and client expectations
• Working side‑by‑side with client teams to ensure solutions designed, implemented and sustained
• Coaching and developing consultants and senior associates

Requirements

• 6+ years of experience in CFO Advisory, Transaction Advisory, Management Consulting, FP&A leadership, Finance Transformation, or Public Accounting
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required
• CPA or Master’s degree (MBA, MAcc, or MS in Finance) required
• Strong foundation in accounting, finance operations, and financial reporting from previous consulting or industry experience required
• Experience supporting CFO‑level initiatives such as finance transformation, transactions, or regulatory readiness desired
• Proven ability to lead client engagements and manage multiple workstreams
• Experience developing and mentoring junior team members - hybrid