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CFGI, founded in 2000, is a 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 building our Finance Effectiveness team and seeking sharp, motivated professionals ready to drive impact on core topics that are at the heart of the CFO agenda.
We are seeking a strategic and execution-focused Managing Director to lead and grow our practice within the Finance Effectiveness team. This leader will work at the forefront of finance transformation, helping CFOs modernize their finance organizations by driving improvements across operating models, processes, technology, and talent. This is a unique opportunity to shape the future of the finance function for Fortune 1000 clients, delivering sustainable improvements in performance, efficiency, and insight.
Key Responsibilities:
· Lead end-to-end client engagements across key finance transformation areas, including operating model design, process optimization (FP&A, R2R, O2C, P2P), finance technology enablement, and performance management.
· Guide CFOs and finance executives in setting transformation agendas, building business cases, and executing initiatives aligned with enterprise strategy.
· Oversee the design and implementation of target-state finance functions – including organizational structure, shared services, centers of excellence, and enabling technologies such as ERP and EPM platforms.
· Build and lead a high-performing team of transformation professionals with expertise across functional finance, systems, and program delivery.
· Collaborate with peers across service lines (e.g., accounting advisory, transactions, digital enablement) to deliver integrated solutions.
· Contribute to the growth of the practice through go-to-market strategy, client development, thought leadership, and recruiting.
What We're Looking For:
· 15+ years of progressive experience in finance transformation, finance operating model design, shared services, or performance improvement – preferably within a consulting or professional services environment.
· Strong understanding of finance processes, systems (e.g., SAP, Oracle, Workday, Anaplan), and organizational design.
· Proven ability to lead complex programs and deliver measurable improvements in finance efficiency, effectiveness, and business partnership.
· Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change.
· Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice.
CFGI Boston, Massachusetts, USA Office
One Lincoln Street, 13th Floor, Boston, MA, United States, 02111
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
