Cfgi
Finance Effectiveness - Consultant
United States · Senior
Sponsorship not specifiedDetected 377 days ago
Data AnalysisData VisualizationAccountingForecastingBudgetingSAPM&AFP&AProcess ImprovementERPHRISResearchCommunicationProblem SolvingPublic SpeakingAdaptability
About the role
- We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation.
- We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world's leading companies move forward with confidence.
- This is a delivery-focused role ideal for individuals looking to gain experience in process improvement, data analysis, and finance modernization.
Responsibilities
- Support project delivery by performing research, gathering data, and analyzing current-state processes.
- Develop client-ready deliverables such as process maps, assessment summaries, and presentation materials.
- Help document future-state designs, business requirements, and action plans for implementation.
- Collaborate with internal teams to ensure consistent and high-quality execution.
- Experience supporting finance transformation initiatives such as finance operating model design, finance process improvement, finance organization redesign, or finance function optimization.
- Experience facilitating client workshops, presenting recommendations, and partnering with cross-functional stakeholders to drive business decisions.
Requirements
- 2-5 years of experience in finance transformation, consulting, business transformation, finance, strategy, operations, and/or corporate finance.
- Experience at a consulting or professional services firm delivering finance transformation, ERP/EPM, business transformation, or operational improvement engagements.
- What you must have:
Nice to have
- Experience with ERP, EPM, planning, or finance technologies (e.g., SAP, Oracle, OneStream, Workday, Anaplan, Hyperion, Power BI).
- Experience with core finance processes such as Record-to-Report (RTR), Procure-to-Pay (P2P), Order-to-Cash (O2C), Financial Planning & Analysis (FP&A), budgeting, forecasting, or financial close optimization.
- Experience leveraging AI, automation, analytics, process mining, or digital finance technologies to improve finance processes or business operations.
- Who thrives here:
- Strong analytical and structured problem-solving abilities.
- Entrepreneurial, self-motivated, adaptable, and dependable.
- High energy with a passion for improving finance organizations and delivering exceptional client service.
Benefits
- CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations.
Company info
- We are actively expanding our Finance Effectiveness team and seeking early-career professionals with a passion for transformation and a desire to grow.
- We are seeking a motivated and detail-oriented Finance Effectiveness Consultant to support key initiatives across our finance transformation projects.
This listing is sourced directly from Cfgi's careers page and normalized into a canonical job model.