Job Description

Hybrid

As a member of our business transformation team, you will work as an extension of our client’s team to advise on and lead their transformation initiatives. Your work will serve in a functional role on high impact transformation initiatives within the CFO organization. You will serve as a liaison with key leadership in the finance group helping them to identify improvement needs and fully execute. Typical activities may include business process optimization, technology enhancements, workforce structuring, training initiatives, and coordinating with outside advisory partners (audit, legal, etc.). Your work will focus on high impact initiatives, including process improvement, automation, close acceleration, IPO Readiness, restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.

The Director will be responsible for developing business, overseeing projects, engagement management, demonstrating the technical skills where needed while running executions, and training staff for the technology service offerings.

Roles and Responsibilities:

· Building, developing, and managing teams to meet the strategic goals of the Technology team and the as well as the national Business Transformation practice. He/she will work closely with a Technology leadership teams to accomplish these goals.

· Enhance our current Technology assessment, selection and implementation methodology where needed.

· Partner directly with the office of the CFO/CTO/CIO to design and define the business, operating, and technology models of the future and successfully guide the transformation needed to realize this vision.

· Design a functional IT strategy to maximize business impact by providing objective analysis, advice, and guidance to support executive decision-making.

· Drive change management through business partnering and breakdown the technology impact to resonate with the functional capabilities of each process owner.

· Prioritize the portfolio of investments and initiatives that can produce our client’s desired business outcomes.

· Work to optimize client’s current IT environment, improve IT service quality, speed delivery, and reduce cost.

· Provide comprehensive assessments of current infrastructure, enterprise software, and integration capabilities via automated tools, cloud computing, and software-as-a-service solutions to reduce complexity, optimize agility, and manage costs more effectively.

· Optimize enterprise software to help clients realize their enterprise application and implementation partner strategies.

· Assist in the development of Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.

· Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.

Preferred Skills:

· Knowledge of Mid-Market ERP technologies (i.e., NetSuite / Microsoft Dynamics / Sage Intacct) and preferably experience with numerous implementations.

· Project Management experience is a requirement.

· Experience in the life sciences, SaaS, manufacturing, healthcare, and/or ecommerce industries is preferred.

· Successful candidate will have a proven track record of business development experience related to major mid-market ERP’s such as NetSuite, Sage Intacct, and/or Dynamics.

Qualifications and Capabilities:

· Motivated, Technology-focused individual with a minimum of ten years of experience in finance, IT, and strategic business consulting.

· Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.

· Demonstrate the ability to manage clients in the mid-market with experience in multiple industries.

· Promote the expansion of services to existing clients and integrating other solution sets within CFGI lines of service.

· Ability to exceed client expectations in a sophisticated consulting or accounting firm environment.

· Develop and maintain strong relationships with centers of influence and professionals outside the firm and inside the firm.

· Manage the fundamentals of practice oversight (i.e. realization, utilization, and resource leverage and client portfolio management).

· Identify talent, hire, mentor, coach, and ensure the continuous professional development of staff is being met.

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