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Senior Manager, CFO Strategic Advisory

Geller · New York, NY · 4 wk ago
Sales$145k–$175k/yrFull-time

About the role

You will join a consulting team focused on modernizing finance organizations and their supporting systems. In this role, you will support Geller clients across the engagement lifecycle, from planning and execution through delivery of high-quality client-ready materials.

Responsibilities

Engagements may include accounting oversight, succession planning, forecasting, interim/outsourced controller support, and special projects to address finance process and systems challenges. You will help lead projects to modernize general ledger architecture, close and reporting, controls, and data flows through scalable, technology-enabled solutions.

  • Conducting digital environment assessments
  • Developing roadmaps and requirements
  • Supporting vendor/platform selection
  • Leading system migrations
  • Redesigning operating models
  • Driving automation and large-scale transformation efforts

Project & Program Management Support

You will support Project Executive/Practice Leader in their client service delivery efforts, including advance preparation of documents to facilitate knowledge transfer and transparency on engagement status and challenges.

  • Own project governance, including scope definition, workplans, milestones, dependencies, and risk management
  • Manage cross functional teams, internal resources, and third-party vendors
  • Monitor project budgets, delivery timelines, and quality of outputs
  • Identify risks early, exercise sound judgment in escalation, and drive resolution to maintain delivery momentum

Client & Stakeholder Leadership

You will serve as primary engagement lead; manage executive communications and expectations.

  • Translate complex financial and technical concepts into clear, structured, client ready deliverables
  • Facilitate workshops, design sessions, and status reviews with finance, operations, and technology stakeholders

Team Leadership & Practice Growth

You will mentor and develop consultants and senior consultants in the practice’s offerings and delivery.

  • Drive adoption of delivery standards, frameworks, and best practices
  • Support business development (solution design, scoping, and proposals)
  • Help evolve the practice’s advisory and finance transformation offerings
  • Maintain a culture of transparency and information sharing, including establishing of and maintaining systems for client and practice data collection to support business continuity

CFO Strategic Services

You will support the Project Executive/Practice Leader in delivering recurring strategic financial guidance, including:

  • Oversee in-house, client, and outsourced accounting teams
  • Prepare board/executive updates on results, risks, and progress
  • Provide backup support for the Project Executive’s recurring deliverables

Advisory Services

Under the Project Executive’s direction, you will own day-to-day project execution, including:

  • Deliver financial, accounting, and compliance projects for nonprofits, SaaS/emerging tech, high-growth middle-market, and PE-backed companies
  • Lead consulting project planning and delivery (process improvement, operational assessments, compliance, and financial reporting)
  • Review and support outsourced accounting, including GL and financial statement preparation, month-end and year-end close support, account and bank reconciliations, audit readiness and prep

Digital Transformation

You will lead end-to-end digital finance transformations (ERP and related Finance platforms, strategy, enablement, implementation, and program management).

  • Lead functional delivery across GL, close, reporting, controls, and data architecture
  • Advocate for the client to drive transformation, including support system selection and vendor/platform evaluation
  • Modernize close, automate reconciliations, and improve reporting

Requirements

We are looking for people who have:

  • 7+ years working experience, with at least 3 in a supervisory capacity
  • Communicate effectively up/down the team; use judgment on client interactions
  • Manage multiple engagements; monitor time budgets and consistently meet deadlines
  • Write and present clear, client-ready deliverables and updates
  • Advanced computer skills; curiosity to learn new finance/accounting software
  • Strong attention to detail and analytical skills
  • Able to travel occasionally and work onsite in NY 3 days/week (or as client needs require)

Skills

Hands on experience with one or more of the following platforms:

  • ERP/GL: NetSuite, Sage Intacct, QuickBooks Enterprise, Financial Edge NXT, Dynamics 365 Finance, Workday Financial Management, Campfire, Rillet
  • Close/controls: BlackLine, FloQast, Trintech, DataRails or similar
  • P2P/spend: Bill.com, Tipalti, Ramp, Expensify, Stripe, PayPal
  • CRM: Salesforce, HubSpot, Dynamics CRM, Raiser’s Edge
  • Treasury/ bank account integrations

Qualifications

Credentials (Preferred):

  • CPA or equivalent finance credential preferred
  • ERP platform certifications (Sage Intacct, QuickBooks, NetSuite, Dynamics, Workday)
  • Public Accounting/Audit experience
  • In-house accounting /FP&A role at a nonprofit, SaaS or portfolio company

Benefits

The total compensation package includes medical, dental, vision, financial, and other benefits as well as the potential for an annual bonus consideration.

Pay

The Base Salary Range For This Position Is $145,000 - $175,000. Base pay offered may vary depending on job-related knowledge, skills, and experience.

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