Senior Manager, FP&A Transformation

Location: New York, NY or Chicago, IL (Remote considered in select cases)

About the role

A leading finance and accounting consulting firm is seeking a Senior Manager to join its FP&A Transformation practice. This individual will help CFOs and finance organizations improve planning, forecasting, reporting, and decision-making capabilities while leading consulting engagements and managing client relationships. The ideal candidate brings a blend of finance expertise, transformation experience, and a strong consulting mindset.

Responsibilities

• Lead client engagements focused on FP&A transformation, finance modernization, performance improvement, strategic finance, and Office of the CFO initiatives.
• Assess and redesign budgeting, forecasting, reporting, and planning processes to improve efficiency and decision-making.
• Develop financial models, operating models, KPI frameworks, management reporting packages, and executive dashboards.
• Advise CFOs and finance leaders on forecasting accuracy, business performance, cash flow visibility, and organizational effectiveness.
• Lead project teams and manage day-to-day client relationships across multiple engagements.
• Present recommendations and insights to senior executives and key stakeholders.
• Drive implementation of enhanced FP&A processes, reporting structures, and performance management frameworks.
• Support finance technology and planning system implementations, including EPM and forecasting tools where applicable.

Qualifications

• 7-10 years of experience in FP&A, strategic finance, finance transformation, performance improvement, corporate finance, or related consulting environments.
• Prior consulting experience is required.
• Proven experience leading client engagements and managing project teams.
• Strong background in budgeting, forecasting, long-range planning, financial modeling, and management reporting.
• Experience developing KPI frameworks and translating financial data into actionable business insights.
• Demonstrated ability to improve planning, forecasting, and reporting processes within complex organizations.
• Experience partnering directly with CFOs, finance leaders, and business stakeholders.
• Strong understanding of cash flow forecasting, scenario modeling, business performance analysis, and decision support.
• Familiarity with finance technology solutions and planning tools such as Anaplan, OneStream, Adaptive Planning, Workday, or similar platforms.
• Experience leading cross-functional initiatives and change management efforts.
• Exceptional communication, presentation, and client relationship management skills.
• Strong project management capabilities with the ability to oversee multiple concurrent engagements.
• Bachelor's degree in Finance, Accounting, Economics, or related field; advanced degree preferred.