Senior Manager – Managed Services Transitions: Finance Technology Implementation
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.
CFGI’s Managed Services practice delivers transformative finance and accounting solutions by fully managing operations below the CFO level. We partner with clients to optimize their finance functions, streamline processes, enhance reporting, and enable faster, data-driven decision-making across core finance areas including accounting operations, financial close, and reporting.
We are seeking a Senior Manager to lead finance technology implementation workstreams within CFGI’s Managed Services Transitions function. This role is responsible for configuring and deploying the full spectrum of finance and accounting technology that powers our clients’ operations – from ERP platforms such as NetSuite, SAP, and Rillet to process automation and workflow tools including BILL.com, Ramp, Vic.AI, and similar solutions. The Senior Manager will serve as CFGI’s lead implementor on client onboarding engagements, owning the technology workstream from discovery and design through go-live and handoff to steady-state delivery. This is a high-impact, client-facing role for a hands-on practitioner who combines deep technical implementation expertise with strong finance process knowledge and the ability to drive complex projects across multiple stakeholders and timelines.
Roles and Responsibilities
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
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
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
Qualifications and Capabilities
7–10+ years of experience in finance technology implementation, systems deployment, or finance transformation, with meaningful experience in a consulting or professional services environment
