Senior Manager, FP&A Transformation
Senior Manager, FP&A Transformation
Location: New York, NY or Chicago, IL (Remote considered in select cases)
Overview
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.
Key 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.
FAQs
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