Director overseeing client onboarding engagements and transitions at CFGI's Managed Services practice. Responsible for managing transition methodologies and teams across multiple projects.
Responsibilities
Oversee a portfolio of client onboarding engagements, ensuring successful execution from planning through go-live
Manage multiple concurrent transition engagements, providing oversight on timelines, risks, and issue resolution
Ensure consistent application of standardized transition methodologies, playbooks, and tools across engagements
Maintain and communicate visibility into transition status, risks, and capacity, supporting centralized reporting and planning efforts
Lead transition governance processes, including status reporting, milestone tracking, and stakeholder communication
Partner with Managing Directors to align transition execution with pipeline demand and resource planning
Collaborate with cross-functional teams to ensure seamless handoff from transition to steady-state delivery
Identify opportunities for process improvement, standardization, and automation within the transition lifecycle
Lead, mentor, and develop Senior Managers, Managers, and Consultants
Support business development efforts by contributing to transition planning, timelines, and solutioning during the sales process
Requirements
10–12+ years of experience in finance transformation (required), with additional experience in managed services and/or program delivery preferred, ideally within a consulting environment
Proven ability to manage multiple projects or workstreams simultaneously
Deep understanding of finance operations and process improvement across core finance cycles
Experience leveraging project tracking tools, dashboards, and status reporting
Strong communication and stakeholder management skills
Demonstrated ability to lead teams and drive accountability across engagements
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