Senior Manager, CFO Strategic Advisory

You will join a consulting team focused on modernizing finance organizations and their supporting systems. In this role, you will support Geller clients across the engagement lifecycle, from planning and execution through delivery of high-quality client‑ready materials. You will lead and participate in client and internal meetings; manage project budgets, invoicing, and engagement governance; and contribute to business development. Engagements may include accounting oversight, succession planning, forecasting, interim/outsourced controller support, and special projects to address finance process and systems challenges.

Excellent technical accounting skills are a requirement to provide subject matter expertise in the delivery of our services. The practice also delivers finance technology strategy and transformation, including ERP evaluations, general ledger optimization, and process redesign. You will help lead projects to modernize general ledger architecture, close and reporting, controls, and data flows through scalable, technology‑enabled solutions—conducting digital environment assessments; developing roadmaps and requirements;

supporting vendor/platform selection; leading system migrations; redesigning operating models; and driving automation and large‑scale transformation efforts.

This role includes significant practice development. You will support proposals and onboarding, develop marketing collateral, and build repeatable deliverables and engagement frameworks.

The ideal candidate is a detail‑oriented leader who delivers excellent client service, communicates clearly, manages multiple priorities to meet deadlines, keeps engagement leadership informed, escalates issues appropriately, and mentors junior staff on technical skills and firm protocols. Enthusiasm about building and scaling advisory practice and the impact that you can bring to shaping its deliverables, direction and development is a must.

• Project Executive/Practice Leader in their client service delivery efforts, including advance preparation of documents to facilitate knowledge transfer and transparency on engagement status and challenges.
• Own project governance, including scope definition, workplans, milestones, dependencies, and risk management.
• Manage cross functional teams, internal resources, and third‑party vendors.
• Monitor project budgets, delivery timelines, and quality of outputs.
• Identify risks early, exercise sound judgment in escalation, and drive resolution to maintain delivery momentum.

• Serve as primary engagement lead; manage executive communications and expectations.
• Translate complex financial and technical concepts into clear, structured client‑ready deliverables.
• Facilitate workshops, design sessions, and status reviews with finance, operations, and technology stakeholders.

• Mentor and develop consultants and senior consultants in the practice’s offerings and delivery.
• Drive adoption of delivery standards, frameworks, and best practices.
• Support business development (solution design, scoping, and proposals).
• Help evolve the practice’s advisory and finance transformation offerings.
• Maintain a culture of transparency and information sharing, including establishing and maintaining systems for client and practice data collection to support business continuity.

• Support the Project Executive/Practice Leader in delivering recurring strategic financial guidance, including: oversee in‑house, client, and outsourced accounting teams.
• Prepare board/executive updates on results, risks, and progress.
• Provide backup support for the Project Executive’s recurring deliverables.

• Under the Project Executive’s direction, own day‑to‑day project execution, including: deliver financial, accounting, and compliance projects for nonprofits, SaaS/emerging tech, high‑growth middle‑market, and PE‑backed companies.
• Lead consulting project planning and delivery (process improvement, operational assessments, compliance, and financial reporting).
• Review and support outsourced accounting, including: GL and financial…