Technology - Transformation Partner

Summary:

CFGI is a global leading accounting advisory firm renowned for delivering cutting-edge solutions and services to our clients. As part of our ongoing growth and expansion, we are seeking a highly experienced and visionary Executive Leader to head our fast-growing Technology Practice. Our firm prides itself on fostering a culture of innovation, client service excellence, and collaborative success.

The Technology Transformation Partner will be instrumental in driving the growth and expansion of our Technology Practice. The ideal candidate will possess a combination of business acumen, leadership skills, and deep technical knowledge, with a proven track record of success in scaling practices and enhancing service capabilities in the technology and transformation sectors. This role demands strategic vision, exceptional client service skills, and the ability to lead and inspire teams.

Key Responsibilities:

·       Work closely with the firm leadership team on developing and executing a strategic plan to grow and scale a world class Technology Practice.

·       Lead business development efforts, including identifying new opportunities, forming strategic partnerships, and expanding existing client relationships.

·       Bring their own network of professional network that can grow our targets both on logos and numbers.

·       Leverage an existing network of industry contacts to expand our client portfolio, increasing both the number of new client acquisitions and overall business volume.

·       Drive innovation within the practice, ensuring the firm stays at the forefront of technological advancements and accounting system integrations.

·       Foster a culture of excellence in client service, delivering value and exceeding client expectations.

·       Collaborate with other practice leaders to cross-sell services and provide holistic solutions to clients.

·       Manage and mentor a team of professionals, nurturing their growth and promoting a high-performance culture.

·       Oversee the financial performance of the technology offering, including budgeting, forecasting, and ensuring profitability.

·       Represent the firm at industry events, conferences, and professional associations to enhance the firm's profile and network.

·       Provide support on further strengthening CFGI’s brand as trusted business transformation advisors in the PE and mid-market space.

·       Stay updated on recent market developments that can impact our plans, targets and delivery strategies.

·       Have experience to drive a vision in how artificial intelligence can be incorporated within our existing and future strategic initiatives and product offerings.

·       Direct the strategic allocation of personnel to projects, ensuring optimal matching of skill sets with project requirements, facilitating professional growth, and meeting target utilization goals.

·       Oversee the full lifecycle of transformation projects, from initial planning and execution through to successful completion and closure, ensuring leadership guidance throughout.

·       Keep track of project financials, working closely with project managers to oversee budgets, invoicing, and the collection process, ensuring fiscal responsibility and accuracy.

·       Conduct performance evaluations, maintain equitable evaluation practices, and align outcomes with predefined performance objectives to promote fairness and accountability.

·       Demonstrated ability to provide clear visibility into monthly practice performance, while fostering a collaborative relationship with senior leadership for effective Quarterly Business Reviews

·       Implement and maintain a robust framework for driving accountability and setting clear, trackable performance goals for team members, ensuring alignment with the organization's strategic objectives.

·       Exhibit a proven capacity for innovation with the responsibility to conceptualize, develop, and successfully launch new technology products that align with the firm's strategic direction and market demand.

Qualifications:

·       At least 15 years of experience in technology and transformation within the professional services industry, preferably with exposure within a financial/ accounting advisory context.

·       Demonstrable experience in growing a practice and expanding capabilities, with a strong entrepreneurial mindset.

·       Proven track record of guiding teams in overcoming complex project challenges and adapting top-tier industry practices to deliver customized solutions that meet evolving client needs.

·       Deep understanding of accounting systems, ERP implementations, and the integration of technology solutions within an accounting framework.

·       Proven track record of building and maintaining strong client relationships, with an emphasis on client service excellence.

·       Experience in forming and leveraging partnerships to drive business growth.

·       Strong leadership skills with the ability to motivate and manage high-performing teams.

·       Excellent communication, negotiation, and presentation skills.

·       Willingness to travel as necessary to meet with potential and existing clients and attend firm wide events.

·       Experience working with a multitude of industries, inclusive of software, services, life science, and manufacturing industries.