Finance Effectiveness - Consultant

About This Role

This consulting role supports key initiatives across finance transformation projects, focusing on delivery. It is suitable for early-career professionals passionate about transformation and growth, seeking to gain experience in process improvement, data analysis, and finance modernization.

Responsibilities

• Support project delivery by performing research, gathering data, and analyzing current-state processes
• Develop client-ready deliverables such as process maps, assessment summaries, and presentation materials
• Assist in interviews and workshops with client stakeholders to gather inputs and identify opportunities
• Help document future-state designs, business requirements, and action plans for implementation
• Collaborate with internal teams to ensure consistent and high-quality execution
• Participate in knowledge-sharing and professional development within the Finance Effectiveness team

Requirements

• 2–5 years of experience in finance transformation, consulting, business transformation, finance, strategy, operations, and/or corporate finance
• Experience at a consulting or professional services firm delivering finance transformation, ERP/EPM, business transformation, or operational improvement engagements
• Excellent interpersonal, written, and verbal communication skills with the ability to collaborate across business and technical teams
• Strong analytical and structured problem-solving abilities
• Entrepreneurial, self-motivated, adaptable, and dependable
• High energy with a passion for improving finance organizations and delivering exceptional client service

Nice to have:

• Experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC)
• Experience supporting finance transformation initiatives such as finance operating model design, finance process improvement, finance organization redesign, or finance function optimization
• Experience owning portions of consulting engagements, project workstreams, PMO activities, and client deliverables
• Experience facilitating client workshops, presenting recommendations, and partnering with cross-functional stakeholders to drive business decisions
• Experience with ERP, EPM, planning, or finance technologies (e.g., SAP, Oracle, OneStream, Workday, Anaplan, Hyperion, Power BI)
• Experience with core finance processes such as Record-to-Report (RTR), Procure-to-Pay (P2P), Order-to-Cash (O2C), Financial Planning & Analysis (FP&A), budgeting, forecasting, or financial close optimization
• Experience leveraging AI, automation, analytics, process mining, or digital finance technologies to improve finance processes or business operations

About the Company

CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. The company helps clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation, blending deep technical expertise with a hands-on, entrepreneurial approach.