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.
Similar Jobs
Fintech • Social Impact • Financial Services
Lead the Customer & Application team, manage engineers, coordinate development efforts, drive Agile processes, and mentor team members for continuous improvement.
Top Skills:
AWSGCPJavaJavaScriptReactRuby
Artificial Intelligence • Enterprise Web • Machine Learning • Natural Language Processing • Software • Conversational AI • Automation
The Customer Education and Communities Manager at Kustomer will create and manage customer education programs, partner enablement resources, and community management, driving product adoption and improving customer retention through effective content and training strategies.
Top Skills:
Ai ToolingKnowledge ManagementWorkflow Automation
Cloud • Information Technology • Security • Software
The Implementation Services Manager will drive customer onboarding and implementation projects, leveraging AI to solve business problems and improve user experiences.
Top Skills:
AIChatgpt)ClaudeExcelGenerative Ai (GeminiGrcNo-Code Configuration Platforms
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
