About the role

Aplyr's Quick Take

This role is for a Senior Manager in Capital Markets, focusing on leading complex finance transformation projects like IPOs and acquisitions. You'll coordinate teams, manage project plans, and ensure timely delivery while working closely with clients and internal stakeholders. It's primarily an individual contributor role with some mentorship responsibilities.

Good fit

Ideal candidates have at least five years in audit or financial advisory, with a strong background in project management. You should be a proactive communicator who thrives in fast-paced environments and enjoys collaborating with diverse teams.

Worth noting

The role involves significant client interaction and requires a blend of technical and soft skills, which may be challenging for those less experienced in stakeholder management. The emphasis on mentoring junior team members suggests a potential for leadership development.

PMO - Capital Markets Senior Manager

As part of CFGI’s Project Management Advisory practice, you will work as an extension of our client’s team to lead and coordinate complex transaction and finance transformation projects. This position will focus on capital markets initiatives and play an integral role in delivering successful outcomes across multiple workstreams.

You will be responsible for coordinating CFGI services across projects that may include Initial Public Offerings (IPOs), acquisitions, divestitures and carve-outs, finance organization transformations, and technology implementations. This includes overseeing technical accounting, SEC reporting, internal controls, finance transformation, and cybersecurity efforts. You will work closely with CFGI partners and client leaders to develop and execute project plans, advise on the stand-up and delivery of PMOs, and ensure projects are completed on time and within budget.

Effective communication, stakeholder management, and organizational skills will be imperative to your success in this role. The ability to work independently while collaborating across diverse teams is essential to driving transformation and delivering high-quality results for our clients.

What you might expect:

· Advise clients on best practices for planning and executing capital markets and finance transformation projects.

· Assist in developing and maintaining detailed project plans for complex transactions and client initiatives.

· Lead discussions with client stakeholders across multiple workstreams to ensure alignment and progress toward deliverables.

· Oversee the preparation of executive reporting materials and status updates for senior leadership.

· Advise and assist clients on the stand-up, structure, and delivery of a project management office (PMO).

· Identify and address project risks, issues, and scope changes, escalating as needed to leadership.

· Lead and mentor junior team members within the PMO and in your home market.

· Foster trusted relationships with stakeholders, acting as a strategic advisor and business partner.

· Maintain a professional and positive attitude in dynamic, fast-paced environments.

Who you are:

· Bachelor’s Degree in Finance or Accounting.

· Minimum of five years’ experience in audit or financial advisory services.

· Prior experience in a project management role within a professional services or consulting environment.

· Exceptional communication, facilitation, and stakeholder management skills.

· Ability to think strategically while executing tactically in complex environments.

· Proven ability to successfully lead projects to completion within scope, timeline, and budget.

· Preferred: Active CPA license (or equivalent, e.g., Chartered Accountant) and/or Project Management certification (CAPM, PMP).

· Strong understanding of project management methodologies (Agile, Waterfall, Scrum, etc.).

· Knowledge of capital markets transactions and public company requirements, compliance, and operations.

· Familiarity with financial systems and ERP technologies (e.g., SAP, Oracle, Workday, NetSuite, Microsoft Dynamics).

· Ability to work independently and manage multiple projects with changing priorities and deadlines.

· Proven experience leading multi-disciplinary teams across several workstreams.

· Proficiency with project management tools (e.g., Smartsheet, Monday.com, ClickUp).

Skills & Tags

rust ai

Aplyr's read

CFGI stands out as a top-tier consulting firm, attracting experienced professionals in finance, accounting, and technology across diverse industries.
Synthesized from recent postings & public sources

What's promising

•CFGI offers specialized roles in finance, accounting, and technology, appealing to experts in these fields.
•The firm provides opportunities for senior management positions, indicating a focus on experienced leadership.
•CFGI's involvement in diverse industries allows for varied and dynamic project experiences.

What to watch

•Limited public information about CFGI's work-life balance and company culture.
•The high number of senior roles suggests potential limited entry-level opportunities.
•Rapid growth may lead to challenges in maintaining consistent company values and culture.

Why CFGI

•CFGI's focus on finance, accounting, and technology solutions sets it apart in the consulting landscape.
•The firm's expertise in private equity and venture capital cybersecurity is a distinct niche.
•CFGI attracts top talent for specialized roles, emphasizing its reputation in high-level consulting.

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