Finance Operating Model Strategist - Manager

We are:

CFO & Enterprise Value, and we partner with Finance executives to drive value across the enterprise. As Finance leaders move into business partner roles, they need processes, technology and people to help drive efficiencies, manage costs, improve profitability, and identify new areas of opportunity. We’ve got the deep industry experience, functional proficiency, insightful analytics, and the digital technology leadership to help our clients reinvent themselves.

Whether we are improving processes, transforming the digital core, or harnessing the power of GenAI, we solve our clients’ toughest problems. Visit us here to find out more about CFO-Enterprise Value. ()

A leader who inspires clients to embrace innovation and builds teams to deliver with excellence. You’re a problem‑solver with the keen ability to diagnose a client’s unique needs. You are comfortable advising CFOs, Controllers, and other Finance leaders on winning strategies and the initiatives needed to achieve and execute business transformation objectives. You understand that Finance is the key to driving value across the enterprise, and that empowered people, optimized processes, and enabling technologies, are the keys to a successful transformation.

• Help clients modernize their finance functions by consulting with internal and external teams to set vision, strategy, goals, and key outcomes.
• Understand the client’s priorities and challenges. Use knowledge of related leading practices, to provide solutions to complex business problems.
• Manage risk, project economics, deliverable content, and ensure client buy‑in.
• Be a trusted advisor to leadership.
• Encourage innovation from team members; support their ideas and career goals.
• Create strategies and blueprints that use advanced operating models, processes, and emerging technologies to improve operations and re‑define how work gets done.
• Oversee clients’ digital transformations, help them drive efficiency, effectiveness, experience, and growth: identify needed skillsets, data, operating models, process automation, analytics, workflows, and enabling technology (i.e., Fin Tech apps, AI/ML/GenAI).
• Find modern technology and data solutions for clients and share best practices across the industry.
• Stay on top of current trends, technologies, and regulations influencing digital finance, analytics, and the CFO ecosystem.
• Help grow the practice by participating in key business development activities and cycles.
• Drive incremental sales by leading and assembling the requisite teams to respond to proposals.

• Minimum 7 years of strategy consulting experience with a focus on designing and implementing Finance operating models
• Strategic mindset with a strong aptitude for connecting Finance vision to enterprise strategy, industry trends, and client-specific priorities to craft tailored transformation roadmaps.
• Experience working with AI, GenAI, machine learning, and automation and their current applications
• Deep functional expertise in Finance, including accounting, FP&A, reporting, and data & analytics—coupled with a strong understanding of Finance’s interdependencies across the enterprise
• Experience working with major enterprise transformations driven by technology implementations (ERP, EPM), cost take‑out initiatives, and/or operating model changes
• Demonstrated ability to lead high impact engagements including complex stakeholder environments, cross‑functional teams, and executive‑level sponsorship, with accountability for business outcomes
• Experience in leading enterprise solutioning workshops and guiding senior executives through ambiguity, change resistance, and prioritization tradeoffs.
• Exceptional communication skills, with the ability to articulate transformation value propositions, business cases, and rationale to C‑level stakeholders
• Strong experience in one of the following industries:
  Banking, Insurance, Consumer Goods & Retail, Energy, Health, High‑Tech Industrial, or Utilities
• Bachelor's degree in one of the following:
  Economics, Finance, or Business Administration

• You have an MBA or other advanced degree (including accounting designations such…