Manager/Sr. Manager, CFO Advisory (FP&A)

Role Overview

The Manager/Sr. Manager, CFO Advisory (FP&A) will lead strategic FP&A engagements, develop and deliver performance visibility solutions, and collaborate with broader finance transformation teams. The role is well-suited for a professional services individual with industry FP&A experience eager to bring that operating experience into a consulting environment.

What You Will Do

The Manager/Sr. Manager, CFO Advisory (FP&A) will lead strategic FP&A engagements, develop and deliver performance visibility solutions, and collaborate with broader finance transformation teams. The role involves designing and optimizing end-to-end budgeting, forecasting, and long-range planning processes, building and reviewing driver-based financial models, and developing management reporting packages.

Why It Might Be a Fit

The ideal candidate will have professional services experience combined with meaningful in-house FP&A or finance leadership experience, deep functional expertise in financial planning and analysis, and demonstrated experience with private equity-backed businesses.

Requirements

• Professional services experience (audit, advisory, or transaction services) combined with meaningful in-house FP&A or finance leadership experience
• Deep functional expertise in financial planning and analysis, including budgeting, forecasting, long-range planning, management reporting, and business partnering
• Demonstrated experience with private equity-backed businesses, including an understanding of sponsor priorities, reporting expectations, and value creation dynamics
• Exposure to M&A transactions — buy-side or sell-side due diligence, post-acquisition integration, or carve-out experience strongly preferred
• Working knowledge of core corporate finance processes: Order-to-Cash (OTC), Procure-to-Pay (PTP), and Record-to-Report (RTR), in addition to FP&A
• Familiarity with finance-focused ERP systems (NetSuite, SAP, Oracle, Sage Intacct) and CPM/EPM planning tools
• Proficiency or working knowledge of data / workflow automation (e.g., Alteryx, PowerQuery, PowerAutomate) and visualization platforms (e.g., PowerBI, Tableau) to support scalable financial reporting and analytics solutions
• Strong financial modeling skills with the ability to build and review driver-based models, scenario analysis, and management reporting frameworks
• Ability to communicate complex financial concepts clearly to C-suite stakeholders and private equity sponsors
• Entrepreneurial mindset with a track record of building relationships and developing business in a professional services or advisory environment
• Strong organizational skills with the ability to manage multiple client engagements simultaneously
• Excellent verbal and written communication skills; comfort presenting at the board, C-suite, and sponsor level
• Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis

Benefits

• Competitive compensation
• Benefits
• Wellness options
• Flexible work schedules
• Discretionary time off policy
• Ongoing training
• Mentorship
• Employee resource groups
• Clear performance feedback

Tagged as: Financial Modeling, Forecasting, Power BI, Tableau