Transitions Senior Manager
CFGIUnited StatesPosted 24 March 2026
Tech Stack
Job Description
Senior Manager – Managed Services Transitions
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 results-driven Senior Manager to lead day-to-day execution of client transitions within our Managed Services practice. This role will focus on driving delivery, managing workstreams, and ensuring consistent application of transition frameworks.
Roles and Responsibilities:
Lead day-to-day execution of transition engagements, including planning, kickoff, execution, and issue resolution
Manage transition workstreams, ensuring alignment to timelines, milestones, and deliverables
Develop and maintain detailed transition plans, status reports, and risk logs
Ensure consistent execution of standardized transition processes, including kickoff meetings, status reporting, and milestone tracking
Coordinate with cross-functional teams to support seamless transition into steady-state delivery
Identify and escalate risks, issues, and dependencies across engagements
Support development of dashboards and reporting to track transition progress and performance
Mentor and guide Managers and Consultants, ensuring high-quality execution and development
Contribute to continuous improvement of transition methodologies, tools, and templates
Qualifications and Capabilities:
8+ years of experience in finance transformation, project management, or consulting
Strong understanding of finance operations and process improvement
Experience managing project workstreams and driving execution
Familiarity with project tracking tools, reporting, and dashboards
Strong organizational and communication skills
Ability to manage multiple priorities in a fast-paced environment
Reporting Structure:
Reports to Director
Oversees Managers and Consultants
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