Managing Director - FP&A Advisory

Join CFGI, a rapidly evolving financial consulting firm established in 2000, dedicated to empowering CFOs and their organizations. We excel in addressing intricate challenges in areas such as accounting, corporate finance, M&A, IPO readiness, and digital transformation. Our approach combines extensive technical knowledge with an entrepreneurial spirit, enabling the world's foremost companies to progress with assurance. We are on the lookout for a strategic and results-oriented Managing Director in the Greater NYC area to bolster our FP&A Advisory team.Key Responsibilities: · As a vital member of the Financial Planning and Analysis team, the FP&A Managing Director will shape clients’ financial and business strategies.· Catalyze the growth of CFGI’s FP&A Advisory practice by crafting go-to-market strategies and fostering robust client relationships.· Lead and/or assist project teams in successfully delivering a diverse array of Business Transformation initiatives that align finance with the broader business strategy and future vision of the organization.· Contribute to the development of Finance strategies by evaluating client business challenges, diagnosing root issues, and proposing solutions leveraging CFGI's resources.· Develop insights into sales and spending trends to manage financial risks and uncover opportunities.· Provide exceptional business partnering support, delivering high-quality reports and analyses to facilitate informed decision-making.· Identify and promote CFGI business development initiatives; engage in various aspects of proposal development and client engagement.

Join Modera Wealth Management as the Regional Director of Advisory Services, where you will lead our team in delivering exceptional financial advising and investment strategies. In this pivotal role, you will be responsible for overseeing regional operations, fostering client relationships, and driving business growth. Your expertise will guide a team of advisors as we work to enhance our clients' financial futures.

Role overview West Monroe Partners seeks a Managing Director, Enterprise Strategy & Execution (Outsourcing Advisory Services) for its New York office. This senior leader will play a key role in shaping and expanding the Operations Excellence (OpEx) and Enterprise Strategy & Execution (ES&E) services. The position requires close collaboration with other firm leaders to drive practice growth and client impact. The Managing Director will guide client organizations through the full lifecycle of outsourcing advisory services. Core responsibilities span outsourcing assessments, RFx processes, vendor selection, contract negotiations, transition planning, vendor governance, and optimizing service delivery models. Main responsibilities Lead teams across multiple industries, maintaining executive presence and building strong relationships with senior client stakeholders. Guide multidisciplinary teams to align client business needs with effective IT outsourcing and business process solutions. Ensure quality assurance and maintain consistent communication with client executives to deliver engagement value. Analyze business processes and technologies to recommend strategies for scalability, cost savings, and improved business process support. Oversee project management economics, including budgets, invoicing, and collections. Practice development Collaborate with local and national leaders in the OpEx practice and across West Monroe to develop and deliver outsourcing advisory offerings. Support growth initiatives related to strategy, methodologies, staffing, skills development, and new account acquisition. Engage with local offices to enhance service delivery and client satisfaction.

Join Pivotal Health as an FP&A ManagerPivotal Health stands at the forefront of healthcare technology, empowering providers to achieve fair reimbursement in a complicated landscape. As many providers encounter chronic underpayment from insurance companies despite their commitment to quality care, our platform offers the necessary tools to navigate these challenges effectively.Through our advanced AI-driven solution, we streamline reimbursement workflows, enabling providers to efficiently dispute underpaid claims and alleviate administrative burdens. Our comprehensive Independent Dispute Resolution (IDR) service is just the beginning; we are dedicated to building tools that foster clarity and confidence throughout the reimbursement process.About the RoleWe are on the lookout for an FP&A Manager who will play a pivotal role in shaping and scaling our understanding of business operations. This position sits at the nexus of finance, operations, and strategic planning, merging traditional FP&A responsibilities with opportunities for executive engagement and long-term business development.As the FP&A Manager, you will spearhead core forecasting initiatives, collaborate with cross-functional teams, and transform financial and operational data into actionable insights. You will not merely report data; you will actively influence business operations by creating models, refining planning strategies, and affecting decisions that drive growth and improve efficiency.If you thrive in environments with high ownership and ambiguity, and seek to enhance the finance function during a significant growth phase, we encourage you to apply.Key ResponsibilitiesLead Forecasting and Planning: Develop and refine forecasting models and planning frameworks to enhance our performance understanding and decision-making.Data Analysis and Insight Generation: Analyze budget vs. actuals, identify performance drivers, and provide clear insights and recommendations to leadership.Cross-Functional Partnership: Collaborate with leaders across BizOps, RevOps, People, and R&D to gain insights into key drivers and support financial visibility in daily operations.Innovative Business Solutions: Shape the financial operations through innovative models and processes that contribute to business growth and efficiency.

Why Choose Rogo?At Rogo, we are pioneering Wall Street's first authentic AI analyst. Our mission is to empower finance professionals at leading investment banks, private equity firms, and investment funds with AI that offers unmatched speed, precision, and insights. We are not merely enhancing financial workflows; we are revolutionizing them from the ground up.This is an extraordinary chance to become part of a transformative company at a pivotal moment. With a rapidly expanding client base, proven product-market fit, and support from top-tier investors, we are scaling rapidly and establishing a new category within enterprise AI.Our team is intelligent, driven, and deeply passionate about our mission. We operate with urgency, take ownership of intricate challenges, and maintain an unwavering focus on our users. If you thrive in an energetic environment, seek excellence, and aspire to help shape the future of finance, we encourage you to join us.Key ResponsibilitiesAs the Advisory Director at Rogo, you will oversee our major partnerships and assist the largest financial institutions in the world in formulating and executing their AI strategies. This role will report directly to our founders and collaborate closely with team members to align goals and objectives.Developing and implementing strategies to collaborate with our enterprise partners: training their teams, establishing joint operations, and ensuring alignment.Managing the entire partnership lifecycle, from initiation to expansion and renewal of collaborations.Being the voice of the customer—identifying both explicit and implicit business needs across our partner enterprises.Utilizing your extensive knowledge of financial services workflows to create joint solutions with our clients and clearly communicate Rogo’s advantages.Collaborating with Rogo's engineering, product, and go-to-market teams to deliver these solutions.Determining how to track and evaluate our joint success by establishing key performance indicators and reports.Cultivating strong, lasting relationships with key stakeholders in our partner organizations and ensuring their needs are addressed.Securing multi-million dollar contracts and guiding Generative AI strategy for the world's foremost financial services firms.Ensuring exceptional user experiences through hands-on collaboration with users.

At CrossCountry Consulting, we aspire to create a distinct advisory firm, firmly rooted in our Core Values. Our focus is on nurturing a positive environment not only for our clients but also for our team members. We believe that collaboration, enthusiasm, generosity, and perseverance are fundamental to our success. Our advisory solutions encompass accounting and risk management, technology-driven transformation, and transaction advisory services. We partner with our clients to tackle contemporary challenges and deliver both immediate and long-term value.Our dedication to our employees has garnered us numerous accolades, including recognition as one of Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover insights into our unique culture by clicking here.We are currently on the lookout for an Associate Director to spearhead the growth of our Accounting Advisory practice in the New York and New Jersey markets. In this pivotal role, you will provide a variety of accounting advisory services, including support for initial public offerings, guidance on complex accounting policies under US GAAP and/or IFRS, assistance with financial restatements, financial reporting, and navigating complex transactions. You will also contribute to enhancing internal control processes and fostering continuous improvement within finance and accounting functions. If you have a passion for providing advisory expertise to local clients, this is a remarkable opportunity to join our dynamic, collaborative, and entrepreneurial team at CrossCountry Consulting.

The Manager of FP&A & Analytics Transformation plays a pivotal role in NBCUniversal's finance transformation project, known as Project Keystone. This position serves as a vital link between the Corporate HQ FP&A team and various business units across NBCUniversal, focusing on FP&A and analytics transformation. As a technology enabler, you will collaborate with cross-functional teams to enhance planning and analytics capabilities using SAP Analytics Cloud (SAC). You will become an SAC super user, developing dynamic dashboards for FP&A teams and providing training on system usage and reporting capabilities. By aligning with FP&A team members, you will ensure that critical business inputs are integrated into future designs. Your contributions will drive the advancement of FP&A processes, emphasizing simplification and automation as guiding principles.Key Responsibilities:Lead training sessions and workshops on SAC dashboard creation, initially participating as a trainee before advancing to facilitator.Engage in SAC planning solution design and build workshops, offering insights and recommendations on process and design. Provide ongoing support and troubleshoot issues post-launch.Develop reporting and dashboards in SAC for Corporate FP&A and various teams/business units.Continuously improve FP&A processes by adopting new features and technologies as they emerge.Manage the Corporate BPC system instance as the business user administrator.Undertake additional responsibilities and projects as assigned.

Join Portage Point Partners as the Director of Accounting Advisory & Controllership Transformation (AACT), where you will lead transformative initiatives in accounting practices across multiple sectors. Your expertise will guide organizations through complex financial landscapes, enhancing their operational efficiency and compliance. This leadership role requires a strategic thinker with a passion for innovation in financial advisory.

Burson Global Careers seeks a Senior Account Executive or Account Director with expertise in Financial and Crisis Advisory. This position is based in New York, NY. Role overview This role centers on guiding clients through financial or reputational challenges. The Senior Account Executive or Account Director leads strategic advisory projects, offering tailored recommendations and steady support during complex situations. What you will do Lead advisory projects for clients facing financial or reputational issues Develop and sustain strong client relationships, acting as a trusted advisor in critical moments Provide guidance and recommendations that reflect each client’s specific needs Approach complex financial scenarios with a practical, solutions-focused mindset Requirements Background in financial advisory or crisis communications Demonstrated leadership and ability to build relationships Clear and persuasive communication skills Comfort managing multiple priorities and adapting to change This position suits a proactive professional who understands the nuances of financial advisory and can support clients through sensitive, high-stakes situations.

Join Our Team as an Advisory Manager!Modera Wealth Management is excited to announce an opening for an Advisory Manager based in one of our dynamic office locations, including Charlotte, NC; Atlanta, GA; Boston, MA; Westwood, NY; Wayne, NJ; New York, NY; Annapolis, MD; or McLean, VA.Why Choose Modera Wealth Management?At Modera Wealth Management, we pride ourselves on being an independent, fee-only firm dedicated to making a meaningful impact in our clients' lives through thorough financial planning and strategic investment management. We have a proven history of fostering career growth, offering opportunities from entry-level positions all the way to ownership.Since our inception in 1983, we have focused on delivering personalized service that combines professional excellence with a friendly approach. Our commitment to this vision has enabled us to grow to over 200 employees across 19 offices along the East Coast, managing more than $15 billion in assets for over 6,000 clients, including individuals, families, and businesses.Position Overview:We are actively seeking an experienced Advisory Manager to lead a team of financial planning associates, ensuring they provide exceptional support to our advisors. The role involves a blend of direct client engagement and team management, with responsibilities including performance monitoring and adherence to our firm's compliance and planning standards.Key Responsibilities:Oversee the workflow of Planning Associates to ensure timely and accurate financial planning deliverables for advisors.Maintain quality control over planning outputs; implement best practices and review protocols as established by the Planning Associate Team Lead.Provide mentorship and coaching to Planning Associates, fostering their professional development.Address daily personnel matters such as scheduling, workload distribution, and performance issues in collaboration with the Planning Associate Team Leader.Effectively communicate departmental goals and guide teams in achieving them.Conduct regular one-on-one meetings with direct reports to support their growth and ensure alignment with team objectives.Track progress toward team and individual SMART goals, providing guidance and adjustments as necessary.Conduct annual performance reviews and participate in ongoing evaluations of team member development.Collaborate with HR and the Planning Associate Team Leader to facilitate career advancement opportunities.

About Teads Teads is an omnichannel advertising platform focused on delivering measurable results for both brand and performance advertisers. The company connects quality media, creative content, and context-driven targeting through predictive AI technology. Teads partners directly with more than 10,000 publishers and 20,000 advertisers worldwide. Headquartered in New York City, the team includes around 1,700 professionals across over 30 countries. Learn more at www.teads.com. Role Overview: FP&A and Investor Relations Manager Teads is looking for an experienced FP&A Manager to support sales-related finance business partnering and play an active role in Investor Relations. This position helps shape how Teads communicates financial performance both inside the company and to external stakeholders. The role works closely with senior leadership and contributes to the ongoing development of the finance infrastructure. This manager will partner with Sales leadership to link operational performance, financial results, and strategic planning, helping to refine and strengthen Teads’ financial narrative as the company grows. Location Based in New York City.

Elevate Your Career At MorganFranklin Consulting, we provide exceptional opportunities for professional growth and advancement. Our vibrant, entrepreneurial environment is designed to support you at every stage of your career journey. Take on new challenges and deliver substantial value to some of the world’s leading Fortune 100 brands, innovative growth companies revolutionizing their sectors, and mid-market firms seeking guidance through pivotal moments in their business lifecycle. Collaborate closely with business leaders to tackle intricate client challenges and make a genuine impact. Join a diverse organization that values collaboration and fosters continuous learning. The Team - Accounting Advisory Our Accounting Advisory team consists of a powerful blend of seasoned professionals with public accounting backgrounds and business consultants who possess deep expertise across various industries. We adopt a comprehensive approach to assist clients in navigating the IPO process, providing M&A lifecycle support, and utilizing our Technical Accounting Solution Center to address critical financial reporting and technical accounting issues. Your Contributions Assist both fast-growing companies and established enterprises (publicly traded and privately held) with diverse projects, including IPO preparation, transaction support, carve-outs and/or spin-offs, audit readiness, and the adoption of new accounting standards. Collaborate with clients and team members on technical accounting matters, offering research-backed guidance, creating technical accounting documentation, and presenting recommendations for viable solutions. Develop and present technical concepts, project work plans, delivery strategies, milestones, and outcomes to client stakeholders. Monitor team progress to ensure adherence to work programs and professional standards. Educate internal and external audiences on best practices in Accounting Advisory. Identify, design, and implement innovative business solutions to enhance the firm’s methodologies and approaches. Establish yourself as a trusted advisor. Manage client relationships with a focus on identifying and pursuing new business opportunities. Actively engage in career development initiatives and the technical training of team members.

At CrossCountry Consulting, our mission is to establish a distinctive advisory firm that prioritizes our Core Values. We are committed to providing an exceptional experience not only for our clients but also for our team members. We believe that collaboration, enthusiasm, generosity, and perseverance are the cornerstones of our success. Our advisory services encompass operational accounting, risk management, technology-driven transformation, and transaction support, enabling us to partner effectively with clients to address current challenges and unlock future value.Our dedication to our employees has been recognized through numerous accolades, including being named one of Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover insights from our employees about our unique culture by clicking here.Joining our rapidly expanding Accounting Advisory practice means you will act as a trusted advisor to a diverse array of clients across various industries, stages, and sizes. This includes early-stage startups, growth-oriented companies, middle-market firms, and large, complex organizations. You will gain significant exposure to Private Equity-backed portfolio companies, leveraging your practical experience and insights to deliver customized integrated solutions that address immediate challenges while laying the groundwork for sustained future success. As an Associate Director, you will oversee client delivery, lead teams, mentor junior staff, and contribute to business development efforts.

Role Overview The Finance Manager, FP&A & Corporate Development, serves as a key partner to teams across Artsy. This position offers broad exposure throughout the company, working closely with colleagues at all levels, including executive leadership. The role deepens understanding of both the business and the art industry, while building expertise in financial planning and analysis. What You Will Do Develop the annual budget and maintain updated business forecasts Prepare and compile financial reports for internal stakeholders Work with teams across the company, including sales and leadership, to support financial decision-making Contribute to Corporate Development projects by modeling scenarios and presenting data-driven insights Help create clear, persuasive business narratives for strategic initiatives Impact This role supports Artsy and Artnet's growth and profitability by identifying business drivers and collaborating with leaders from different departments. The Finance Manager also plays a part in Corporate Development, helping shape the company’s future through analysis and communication. Location Based in New York.

At CrossCountry Consulting, we strive to differentiate ourselves as a premier advisory firm dedicated to fostering a unique culture grounded in our Core Values. We prioritize delivering exceptional experiences not only for our clients but also for our employees. Our belief in collaboration, enthusiasm, generosity, and perseverance drives our success and shapes our approach to advisory solutions encompassing accounting and risk, technology-driven transformation, and transaction support. We work closely with clients to address current challenges while creating sustainable value for the future.Our commitment to our team has garnered recognition through various accolades, including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture distinctive by visiting here.Joining our rapidly expanding Accounting Advisory practice means you will become a trusted advisor to our clients. You will leverage your practical experience, unique insights, and specialized knowledge to offer customized integrated solutions that tackle today's issues while laying the groundwork for future accomplishments. Supported by seasoned leaders and a dedicated coach, you will engage with a collaborative team that encourages contributions beyond just client deliverables.

Role Overview Anaplan is hiring a Principal Product Manager to drive the strategy and development of applications in the Financial Planning & Analysis (FP&A) domain. This position is based in New York City. What You Will Do Lead the product direction for FP&A applications, setting vision and priorities. Work closely with teams across engineering, design, and business functions to shape and deliver solutions that improve financial planning and analysis. Champion new ideas and approaches to strengthen Anaplan's FP&A offerings. Collaboration This role partners with cross-functional groups to ensure products meet customer needs and advance Anaplan's capabilities in the FP&A space.

At Centri Business Consulting, we pride ourselves on delivering exceptional advisory consulting services to our clients. Our commitment to reliability and responsiveness enables us to meet diverse reporting requirements effectively. Specializing in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax advisory services, we cater to companies across various sizes and industries. Whether handling complex technical accounting transactions or executing monthly financial reporting, our team brings specialized expertise and diverse skill sets to ensure timely and accurate project completion.We are One Firm, One Team, and One Culture. At Centri, we focus on fostering the best version of our professionals. You’re not just a number; you’re part of the Centri Family.Career Advancement:At Centri, your role is more than just a job; it's a career path. We promote based on talent, not tenure, empowering our team members to take charge of their growth and career trajectory.The Manager position is primarily responsible for overseeing the Financial Reporting and Technical Accounting functions, ensuring compliance and excellence in service delivery.

At Centri Business Consulting, we pride ourselves on delivering exceptional advisory consulting services tailored to our clients' unique needs. Our team is dedicated to providing the expertise required for comprehensive reporting solutions. We excel in areas such as financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax advisory to organizations across diverse industries. Whether dealing with complex technical accounting transactions or routine financial reporting, our professionals bring specialized knowledge and a comprehensive skill set to ensure timely and accurate project completion.At Centri, we embody the spirit of One Firm, One Team, and One Culture. We believe in fostering an environment where you are not just a number but a valued member of the Centri Family. Your growth and career development are paramount to us.Career Development:At Centri, your career is more than just a job. We promote based on talent, not tenure, empowering our team to take charge of their professional growth and career paths.

The Value Advisory Manager at Unily works at the intersection of commercial strategy and executive communication. This role is part of the Value Advisory team, which translates business impact into clear, measurable outcomes for clients. Key responsibilities Build compelling business cases to strengthen sales initiatives Create value plans aimed at customer retention and growth Assist go-to-market teams in presenting Unily’s platform value throughout the customer lifecycle, including initial contact, renewals, and expansions Demonstrate and increase the commercial value of Unily’s solutions Location This position is based in New York, NY.

At CrossCountry Consulting, we strive to distinguish ourselves as a premier advisory firm rooted in our Core Values. Our mission is to provide an exceptional experience not only for our clients but also for our employees. We believe in the power of collaboration, enthusiasm, generosity, and perseverance as the cornerstone of our success. Our comprehensive advisory solutions encompass accounting and risk management, technology-driven transformations, and transaction advisory services, enabling us to partner with clients in addressing current challenges while creating future value.Our dedication to our employees has garnered us numerous accolades, including recognition as one of Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover more about our distinctive culture through the insights shared by our team members here.As a pivotal member of our expanding Business Transformation practice, you will act as a trusted advisor to our clients. Your firsthand experiences, unique insights, and specialized knowledge will enable you to deliver customized, integrated solutions that address today’s challenges and lay the groundwork for sustainable future success. You will benefit from the guidance of seasoned leaders and a dedicated coach while being part of a collaborative community that encourages contributions beyond client engagements.