Managing Director - FP&A Advisory
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Experience Level
Senior Level Manager
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About CFGI
CFGI is a leading financial consulting firm that has established itself as a trusted partner to CFOs since its inception in 2000. Our commitment to addressing complex financial challenges through innovative solutions has made us a preferred choice for top companies navigating the intricacies of finance.
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CrossCountry Consulting
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.
MorganFranklin Consulting LLC
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.
Centri Business Consulting
At Centri Business Consulting, we pride ourselves on delivering premier advisory consulting services tailored to meet the unique needs of our clients. Our team excels in assisting companies with their essential reporting requirements, specializing in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax advisory services, along with CFO and HR advisory for businesses of all sizes across diverse industries. From complex technical accounting transactions to monthly financial reporting, our skilled professionals are committed to delivering specialized expertise and comprehensive skill sets to ensure timely and accurate project completion.We are One Firm, One Team, and One Culture. At Centri, we prioritize your professional development and well-being, making you feel valued as a member of the Centri family. You're not just a number; you're part of our community.Career Advancement:At Centri, your career is a pathway—not just a job. We focus on promoting based on talent, not tenure, empowering our team to take charge of their growth and career trajectory.
Centri Business Consulting
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.
Centri Business Consulting
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.
Centri Business Consulting
At Centri Business Consulting, we pride ourselves on delivering top-tier advisory consulting services tailored to the unique needs of our clients. Our commitment to reliability and responsiveness ensures that companies receive the expert guidance necessary to fulfill their reporting obligations. We excel in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, tax advisory, CFO advisory, and HR advisory services across various industries. From navigating complex technical accounting transactions to ensuring timely and accurate monthly financial reporting, our team of skilled professionals is equipped to support organizations at every stage.We are One Firm, One Team, and One Culture. This philosophy drives our dedication to fostering professional growth and development. At Centri, you’re not just an employee; you’re a valued member of the Centri Family.Career Advancement:Joining Centri means embarking on a career path where we prioritize talent over tenure, empowering our team members to take charge of their professional growth and career advancement.
Centri Business Consulting
At Centri Business Consulting, we pride ourselves on delivering premium advisory consulting services to our clients, characterized by our responsiveness and reliability. Our team provides essential expertise to help companies navigate their reporting requirements effectively. We specialize in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, as well as tax advisory, CFO advisory, and HR advisory services tailored for businesses across various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals possess the specialized skills and extensive expertise needed to ensure timely and accurate project completion.We are One Firm, One Team, and One Culture. This ethos drives our operations at Centri, where we are committed to fostering your professional growth and development. You're not just a number; you are an integral part of the Centri Family.Career Advancement:Joining Centri is not merely a job; it is a pathway to a rewarding career. We prioritize talent over tenure, empowering our team members to take charge of their individual growth and career paths.
Consultant – Accounting AdvisoryJoin our dynamic team at CFGI, where you will collaborate with other skilled professionals, Big 4 auditors, and client management to provide expert consulting services. Your responsibilities will encompass a variety of tasks such as analyzing financial data, conducting interviews with client management, pinpointing critical issues, drafting comprehensive reports, engaging in meetings, and fostering strong relationships with clients.Take Charge of Your Career at CFGI:· Gain exposure to diverse industries and projects.· Make a significant impact on your clients' businesses.· Manage projects from initiation to completion.· Engage directly with clients and excel in a client-facing role.· Experience continuous challenges and learning opportunities in a collaborative environment with top-tier experts.· Enjoy the flexibility of working from the office, remotely, or on-site with clients, depending on engagement requirements.· Forge your own career path.· Find joy in your work!What You Can Expect:· Prepare operational due diligence for complex transactions such as acquisitions, divestitures, stock offerings, debt raises, and IPOs.
MorganFranklin Consulting LLC
Elevate Your Career with MorganFranklin ConsultingAt MorganFranklin Consulting, we provide extraordinary opportunities for professional growth and career progression. Our vibrant and entrepreneurial culture is designed to support your development at every stage of your journey.Take on exciting challenges and create significant value for some of the world's leading Fortune 100 companies, innovative growth firms reshaping their sectors, and mid-market organizations seeking guidance during pivotal moments in their development. Collaborate closely with business leaders to tackle complex client issues and make a meaningful difference. Join us in a diverse environment that champions teamwork and ongoing education.About the Accounting Advisory TeamOur team consists of a robust blend of experienced professionals from public accounting backgrounds and skilled business consultants, all possessing extensive knowledge across various industries. We adopt a holistic approach to assist clients with the IPO process, M&A lifecycle support, and utilize our Technical Accounting Solution Center to resolve critical financial reporting and technical accounting challenges.Your Role and ContributionsProvide expert advice to financial services and banking clients, both publicly traded and privately held, on strategic initiatives including IPO preparation, transaction support, carve-outs and spin-offs, audit readiness, and the implementation of new accounting standards.Collaborate with clients and internal teams on technical accounting and control issues, delivering research-based insights and actionable strategies.Prepare and present technical concepts, project plans, delivery approaches, milestones, and results to stakeholders.Oversee team performance to ensure alignment with work programs and professional standards.Educate both internal and external audiences on accounting best practices, particularly regarding emerging financial technologies and digital assets.Innovate and implement business solutions to enhance the firm's methodologies and client service delivery.Establish trust and credibility as a strategic advisor in the financial services and digital assets domain.Manage client relationships, focusing on identifying and securing new business opportunities.Engage actively in career development and technical training initiatives.
Burson Global Careers
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.
Centri Business Consulting
At Centri Business Consulting, we pride ourselves on delivering exceptional advisory consulting services that cater to the unique needs of our clients. We specialize in providing the expertise necessary for companies to fulfill their reporting obligations. Our services encompass financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax advisory, along with CFO and HR advisory services for businesses across various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our dedicated professionals are equipped with the specialized knowledge and diverse skill sets to ensure timely and accurate project completion.We are One Firm, One Team, and One Culture. This philosophy is central to our operations at Centri. We focus on fostering personal and professional growth, ensuring that every team member feels valued as part of the Centri Family.Career Advancement:At Centri, your career is more than just a job; it is a pathway for growth. We promote based on talent, not tenure, empowering our team to take charge of their career trajectories.
Centri Business Consulting
At Centri Business Consulting, we pride ourselves on delivering top-notch advisory consulting services tailored to meet our clients' unique requirements. Our team is dedicated to providing the expertise necessary for effective financial reporting. We specialize in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax consulting, along with CFO advisory and HR advisory services across diverse industries. From navigating complex technical accounting transactions to ensuring timely financial reporting, our skilled professionals are equipped to meet any organization's needs effectively and accurately.We embody the spirit of One Firm, One Team, and One Culture. At Centri, we value each member as an integral part of the Centri Family, focusing on your personal and professional growth.Career Growth:Your journey with Centri is more than just a job; it's a pathway to a fulfilling career. We prioritize talent over tenure, empowering our team to take control of their professional development and career advancement.
Modera Wealth Management
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.
CrossCountry Consulting
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.
CrossCountry Consulting
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.
Portage Point Partners
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.
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.
Centri Business Consulting
At Centri Business Consulting, we pride ourselves on delivering top-tier advisory consulting services that are both reliable and responsive to our clients' needs. Our expertise empowers businesses to fulfill their reporting obligations effectively. We specialize in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax advisory, as well as CFO and HR advisory services across diverse industries. Whether dealing with complex technical accounting transactions or routine financial reporting, our team of professionals is equipped with the specialized expertise to ensure projects are completed in a timely and accurate manner.We are One Firm, One Team, and One Culture. This philosophy is central to our operations at Centri. Our commitment to your professional growth is paramount; you are not just a number, but a valued member of the Centri Family.Career Advancement:Joining Centri means embarking on a meaningful career path. We promote based on talent, not tenure, allowing our team members to take charge of their career development.
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.
CrossCountry Consulting
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.
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