Senior Manager, CFO Advisory - Finance Operating Model

Are you ready to make an impact?

West Monroe is seeking a Senior Manager to join our growing Office of the CFO Advisory team within our Operations Excellence practice. This role is designed for a finance transformation leader who can connect process architecture, service delivery design, organizational structure, and automation into an integrated operating model for the Office of the CFO.

As a Senior Manager, you will lead complex finance transformation engagements, advise CFOs and Controllers on where to invest and where to stop investing, and translate operating model decisions into executable roadmaps with measurable capacity, cost, control, and performance outcomes. You will also help shape West Monroe's finance operating model and automation offerings, develop our people, and expand client relationships.

• Lead end-to-end finance operating model engagements, including current-state assessment, process architecture, target operating model design, service delivery strategy, implementation planning, and value realization.
• Design operating models across retained finance, centers of excellence, shared services, outsourced services, and AI-enabled or agentic capacity, with clear decision rights, service levels, governance, and economics for each delivery channel.
• Apply a disciplined sequence of fixing process breakdowns, standardizing work, and then automating activities so that technology investments are built on sustainable processes and controls.
• Develop activity-based FTE baselines, cost-to-serve models, spans and layers analyses, role architectures, and post-automation capacity glide paths that support defensible business cases and implementation plans.
• Lead shared services and GBS stand‑ups, migrations, and transformations, including scope definition, location strategy, provider evaluation, transition planning, cutover, hyper‑care, and stabilization.
• Advise clients on BPO provider selection, commercial evaluation, contracting considerations, and governance, while distinguishing sustainable transformation value from labor arbitrage alone.
• Use process taxonomies, process mining outputs, performance benchmarks, and operational data to identify root causes, prioritize opportunities, and translate findings into executive‑ready recommendations.
• Lead finance operating model work in transaction environments, including carve‑outs, TSA scoping and exit sequencing, Day 1 minimum‑viable finance, and standalone cost modeling.
• Own engagement delivery across scope, budget, profitability, staffing, risk, quality, and client satisfaction while serving as a trusted advisor to CFO, Controller, and private equity stakeholders.
• Apply AI, automation, analytics, and data tools to accelerate analysis and improve delivery outcomes while exercising sound judgment, validating outputs, and managing control and adoption risks.

• Build and expand executive relationships with CFOs, Controllers, transformation leaders, and private equity operating partners.
• Identify and shape follow‑on opportunities across finance transformation, automation, shared services, close and consolidation, EPM, ERP strategy, and value creation.
• Lead or support proposals, statements of work, solution design, pricing, and executive presentations that balance client value with strong engagement economics.
• Contribute market‑facing thought leadership on finance operating models, AI‑enabled service delivery, cost optimization, and the future of finance work.

• Develop and maintain methodologies, fieldwork tools, interview guides, benchmark interpretation resources, business case models, and reusable client assets.
• Lead, coach, and mentor Managers, Senior Consultants, and Consultants, providing hands‑on quality review and clear feedback on analyses, deliverables, and client communications.
• Serve as a Career Advisor and actively participate in performance management, recruiting, interviewing, onboarding, and capability development.
• Collaborate across Operations Excellence, Technology and Experience, Mergers and Acquisitions, Organization and People, and industry teams to…