CFO Advisory, Senior Manager - Finance Transformation

As a result of continued growth within our CFO Advisory practice, an opportunity has been created for a Finance Transformation Senior Manager to join our national practice.

Position Overview The Finance Transformation, Accounting Advisory Senior Manager plays a critical role in helping organizations modernize their finance functions and improve operational effectiveness. This individual will lead client engagements, manage teams, and deliver finance transformation solutions that align finance operations with business objectives.

Working closely with middle-market CFOs and finance leaders, the Senior Manager will help clients enhance finance processes, leverage technology, improve reporting and analytics, and drive sustainable business performance. The role combines client delivery, project leadership, business development, and people management responsibilities while maintaining a hands-on approach to engagement execution.

Key Responsibilities Client Delivery & Project Leadership Lead and manage finance transformation and accounting advisory engagements from planning through execution and delivery.

Serve as a trusted advisor to CFOs, Controllers, and finance leadership teams on finance process improvement initiatives.

Drive transformation efforts across key finance functions, including:

Lead-to-Cash Source-to-Pay Record-to-Report Financial Planning & Analysis (FP&A)
Other functions within the Office of the CFOAssess current-state finance operations and identify opportunities to improve efficiency, effectiveness, scalability, and business insights.

Design and implement practical solutions involving people, process, technology, and organizational change.

Manage engagement budgets, project timelines, staffing plans, and overall project performance.

Support finance work streams associated with mergers, acquisitions, carve-outs, and post-close integration initiatives, including Day 1 readiness, finance organization design, process harmonization, financial reporting alignment, and operating model transformation.

Collaborate with technology, risk, tax, audit, and other advisory teams to deliver integrated solutions for clients.

Monitor project risks, resolve issues, and ensure successful client outcomes.

Client Relationship Management Build and maintain strong relationships with client executives and key stakeholders.

Act as a primary day-to-day client contact throughout engagement delivery.

Identify opportunities to expand existing client relationships through additional services and solutions.

Support executive presentations, steering committee meetings, and client communications throughout transformation initiatives.

Business Development & Practice Growth Actively participate in business development activities, including opportunity identification, proposal development, client presentations, and pursuit support.

Partner with advisory, audit, and tax professionals to identify and pursue cross-selling opportunities.

Contribute to thought leadership, solution development, and marketing initiatives that support growth of the CFO Advisory practice.

Support efforts to develop and maintain a pipeline of finance transformation opportunities.

Maintain an individual business development and sales goal aligned with practice objectives.

Team Leadership & Talent Development Lead, coach, and mentor consultants, senior associates, and managers across engagement teams.

Provide ongoing performance feedback, training, and career development support.

Foster a collaborative, high-performing team environment focused on quality and client service.

Assist with recruiting, onboarding, and talent development initiatives.

Support resource planning and team staffing across multiple engagements.

Qualifications & Skills Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.

CPA, MBA, or other relevant professional certification preferred.
10+ years of experience in public accounting, consulting, finance transformation, accounting advisory, or a combination of consulting and industry finance leadership experience.

Proven experience leading complex client engagements and managing project teams.

Experience working with Private Equity-backed portfolio companies is preferred.

Experience supporting mergers, acquisitions, carve-outs, separation planning, and post-close finance integration activities is preferred.

Experience advising private equity sponsors and portfolio company management teams through acquisition, integration, and value creation…