A hybrid Finance role at CFGI. Serve as the primary technology implementation lead on Managed Services transition engagements, partnering closely with the broader transitions team to…
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Lead end-to-end technology implementation workstreams across client onboarding engagements, covering ERP platforms (NetSuite, SAP, Rillet) and financial operations tools (BILL.com, Ramp, Vic.AI, and others), from requirements gathering and system design through configuration, data migration, testing, training, and go-live
Serve as the primary technology implementation lead on Managed Services transition engagements, partnering closely with the broader transitions team to ensure system readiness aligns with go-live timelines and steady-state delivery requirements
Conduct current-state assessments of client finance technology environments, identifying gaps, integration needs, and opportunities to rationalize or upgrade systems as part of the transition to CFGI’s Managed Services model
Design future-state system configurations and workflows that reflect both client requirements and CFGI’s operational standards, ensuring a seamless transition from implementation to ongoing delivery
Lead client-facing discovery sessions, configuration workshops, UAT cycles, and go-live readiness reviews; manage stakeholder communication across finance, IT, and operations teams
Identify gaps between client requirements and standard system functionality; develop practical solutions through configuration decisions, process redesign, or integration approaches without unnecessary customization
Manage implementation project plans, risk logs, issue tracking, and milestone reporting; proactively escalate blockers and keep cross-functional teams aligned
Collaborate with CFGI’s transitions, delivery, and operational teams to ensure technology implementations are fully aligned with how operations will be run in steady state
Mentor and develop Managers and Consultants on implementation workstreams, building team capabilities across both technical execution and client delivery
Contribute to the development and continuous improvement of CFGI’s implementation methodology, toolkits, and playbooks to drive consistency and quality across engagements
Support business development by contributing to scoping, solutioning, and proposal development for prospective Managed Services clients requiring technology implementation support
7–10+ years of experience in finance technology implementation, systems deployment, or finance transformation, with meaningful experience in a consulting or professional services environment
Demonstrated track record of leading full-cycle implementations of ERP platforms and/or financial operations tools, from discovery through go-live and hypercare
Hands-on configuration experience with one or more ERP platforms (NetSuite, SAP, or Rillet strongly preferred) and familiarity with financial workflow and automation tools such as BILL.com, Ramp, Vic.AI, or comparable solutions
Strong understanding of core finance and accounting processes – record-to-report, procure-to-pay, order-to-cash, and financial reporting – and how they are supported and optimized within finance technology systems
Proven ability to manage complex, multi-workstream implementation projects with aggressive timelines, multiple stakeholders, and competing priorities
Ability to translate technical system capabilities into clear business terms for finance and accounting stakeholders, and to translate business requirements into actionable system design decisions
Strong project management skills including planning, status reporting, risk management, and issue resolution
Experience working within or alongside managed services, outsourcing, or shared services delivery models is a plus
Excellent communication and client relationship skills; comfortable engaging with senior finance leadership as well as hands-on operational teams
Bachelor’s degree in Accounting, Finance, Information Systems, or a related field; relevant certifications (e.g., NetSuite, SAP) are a plus
Reporting Structure…
CFGI
Finance
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CFGI is a leading accounting advisory firm providing high-quality finance and accounting consulting services. They specialize in assisting public and private companies with complex financial reporting, technical accounting, and transaction support needs.
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