The FP&A Manager supports finance by managing budgeting, forecasting, and advising on business decisions, with a focus on business transformation initiatives.
As a member of our Business Transformation team, you work as an extension of our client’s team. Your work will focus on supporting the FP&A function of our client’s finance organization, including modelling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.
Roles and Responsibilities:
· The FP&A Manager is a key member of the Business Transformation team and will help influence clients’ financial and business decisions.
· Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision.
· Help develop finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.
· Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.
· Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.
· Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process.
· Thought capital and disseminate information around current and emerging trends.
· Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.
Preferred Skills:
· Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion).
· Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).
· Project Management experience is a plus.
Qualifications and Capabilities:
· Finance-focused with a minimum of five years’ experience in finance and/or accounting, with prior professional services experience. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred.
· Exceptional understanding of the FP&A function within a finance organization.
· In-depth understanding of three statement financials and associated modelling.
· Significant engagement management experience as well as business, practice, and people development.
· Ability to concurrently manage internal firm and external client requirements.
· Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus.
· Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial).
· Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus.
· ERP technology understanding (SAP / Oracle / Workday, etc.).
· Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients.
· Demonstrated ability to clearly communicate with executive level clients, document requirements, and articulate the value proposition and business case for various FP&A and BT solutions.
Top Skills
Adaptive Workday
Alteryx
Anaplan
Cognos
Fusion
Hyperion
Microsoft Dynamics
NetSuite
Obiee
Onestream
Oracle
Planful
Power BI
SAP
Tableau
Workday
Similar Jobs
Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Lead the training lifecycle of AI agents, manage training schedules, curate knowledge bases, and facilitate cross-functional collaboration in a marketing transformation role.
Top Skills:
AIData ProcessingDeep LearningJIRAMachine LearningMonday.ComNlp
Artificial Intelligence • Fintech • Greentech • Sales • Software • Travel • Hospitality
The Marketing Campaigns Manager will execute and optimize automated marketing campaigns using Customer.io, manage data integration between platforms, and enhance customer journeys through analysis and collaboration with various teams.
Top Skills:
6SenseCustomer.IoDemandbaseGotowebinarHubspotMarketoOn24RollworksSalesforceZoom
Fintech • Payments • Financial Services
The Account Manager will build and maintain strong client relationships, identify upsell and cross-sell opportunities, and enhance client satisfaction through effective communication and strategies.
Top Skills:
ExcelGoogle Sheets
What you need to know about the London Tech Scene
London isn't just a hub for established businesses; it's also a nursery for innovation. Boasting one of the most recognized fintech ecosystems in Europe, attracting billions in investments each year, London's success has made it a go-to destination for startups looking to make their mark. Top U.K. companies like Hoptin, Moneybox and Marshmallow have already made the city their base — yet fintech is just the beginning. From healthtech to renewable energy to cybersecurity and beyond, the city's startups are breaking new ground across a range of industries.
