The Finance Transformation Manager leads finance projects, improves finance processes, enables technology, and supports change for clients' financial transformations.
CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Finance Effectiveness team and seeking professionals ready to deliver measurable impact on the most pressing priorities of modern finance organizations.
We are seeking a results-driven Finance Transformation Manager to lead workstreams and oversee day-to-day execution on finance transformation projects. This role is ideal for a hands-on problem solver with experience improving finance processes, enabling technology, and supporting change. The Manager will work closely with senior leaders and clients to translate strategic objectives into actionable plans and ensure high-quality delivery across initiatives.
Key Responsibilities:
· Manage project workstreams related to finance strategy, process improvement, or digital enablement across different Finance areas.
· Conduct current-state assessments, identify improvement opportunities, and help design future-state operating models for finance organizations.
· Support implementation of enabling technologies including ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and analytics dashboards.
· Coordinate day-to-day client activities, project planning, issue resolution, and status reporting.
· Lead the development of key deliverables, including recommendations, roadmaps, and value cases.
· Collaborate with cross-functional teams to support integrated transformation programs.
· Mentor analysts and associates, providing guidance, feedback, and technical knowledge development.
· Assist in business development efforts, such as contributing to proposals, client workshops, and internal capability building.
What We’re Looking For:
· Six plus years of experience in finance transformation, process improvement, or systems implementation—ideally within a consulting or professional services environment.
· Strong understanding of finance processes and operations (e.g., planning, close, reporting, payables, receivables).
· Exposure to digital finance tools such as ERP systems, automation platforms (e.g., RPA), or data visualization software.
· Strong project management, communication, and stakeholder engagement skills.
· Bachelor’s degree in Finance, Accounting, Business, or a related discipline; CPA, CFA, or PMP is a plus.
Top Skills
Erp,Sap,Oracle,Workday,Epm,Automation Tools,Data Visualization Software
CFGI Boston, Massachusetts, USA Office
One Lincoln Street, 13th Floor, Boston, MA, United States, 02111
Similar Jobs
Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Cybersecurity • Data Privacy
Lead a team of Sales Engineers, provide technical direction, recruit talent, build technology solutions, and engage with customers to achieve sales goals.
Top Skills:
AWSAzureCloud InfrastructureGCP
Marketing Tech • Social Media • Software • Analytics • Business Intelligence
The Principal Product Manager - AI will lead strategy, execution, and launch of AI features, collaborating across teams to enhance product offerings and customer value in the SaaS space.
Top Skills:
AIMachine LearningProduct Management SoftwareSaaS
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
The District Manager Parts and Service oversees aftersales performance across a region, focusing on revenue growth, customer satisfaction, and operational efficiency. Responsibilities include driving KPIs, developing business plans, and resolving customer concerns.
Top Skills:
Excel
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
