Financial Planning & Analysis Advisory Managing Director

Job overview

The Financial Planning & Analysis Advisory Managing Director role is onsite in New York, NY; compensation is not specified. CFGI is a financial consulting firm serving CFOs and their organizations across accounting, corporate finance, mergers and acquisitions, IPO readiness, and digital transformation. The managing director helps grow CFGI’s FP&A Advisory practice while leading client work that aligns finance with business strategy. The role develops client relationships and finance transformation solutions, helping clients assess challenges, manage financial risk, and make informed business decisions.

What you'll do

• Develop go-to-market strategies and client relationships
• lead or support finance transformation project teams
• assess client challenges and recommend approaches
• analyze sales and spending trends to manage financial risk and identify opportunities
• provide business partnering, reports, and analysis
• support business development and proposal development
• maintain awareness of technology and market developments
• lead projects, teams, and client workshops.

What we're looking for

Skills & competencies

managing director

fp&a advisory

new york ny

cfgi

financial planning and analysis

finance consulting

business transformation

client relationships

financial modeling

forecasting

finance technology

business development

Work arrangement

• Weekend coverage required

Why this role

The posting seeks 12–15+ years of progressive finance experience, preferably in consulting or professional services, and a track record of generating business and expanding client relationships. Experience with financial modeling, analytics, forecasting, finance technologies, and ERP systems is relevant.

About the employer

CFGI is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.