Senior Manager, CFO Strategic Advisory

Geller & Company•New York, NY

3d•$145,000 - $175,000•Hybrid

About The Position

Founded in 1984, Geller is a premier business advisory and financial services firm collaborating with companies and institutions at pivotal stages of growth, maturity and change. Through an integrated delivery model, Geller has long provided unparalleled expertise across accounting & finance, human capital, technology, treasury, and transaction advisory. The firm's longstanding client relationships include providing fully outsourced CFO services to one of the world's largest foundations, as well as working with privately held companies and other established organizations underscoring a reputation built on trust, confidentiality, and deep institutional expertise. Its CFO Strategic Advisory Services practice delivers senior finance leadership, and in doing so, naturally connects clients to additional capabilities, positioning Geller as a long-term, embedded trusted partner. Senior Manager - CFO Strategic Advisory Services- Building upon our 40+ year history of delivering strategic and financial advisory client engagements ranging across Fortune 50 size global industry leaders to Private Equity firms to middle market venture backed entities and philanthropic driven not for profits, Geller is launching additional offerings to expand our financial advisory solutions. Led by an industry veteran who has built similar businesses and supported by current and former client relationships, we are expanding and diversifying our offering and seeking an individual for this exciting ground floor opportunity to experience and deliver impactful practice growth and strategic and transformational client solutions, within the foundation of an already established and successful business. You will join a consulting team focused on modernizing and transforming finance organizations and their supporting systems. In this role, you will support Geller clients across the engagement lifecycle, from planning and execution through delivery of high-quality client-ready materials. You will lead and participate in client and internal meetings; manage project budgets, invoicing, and engagement governance, as a senior member of the practice. The practice delivers 3 service offerings: Strategic Financial Leadership Cash strategy & financing Financial planning, forecasts & models Executive, investor & board communications KPI frameworks & performance management Finance Operations Advisory Finance function assessments & redesign Workflow mapping & internal controls Staffing structure & cross-training plans Rapid transition & continuity support Digital Transformation Technology assessments & gap analysis Finance stack architecture (GL, FP&A, AP, BI) Platform selection & vendor evaluation AI, automation & BI strategy Your role will focus on delivering solutions across projects that draw on your strengths and experiences in Advisory Services, while also providing you opportunities to develop additional competencies and/or partner with other areas of Geller to leverage our historical capabilities and provide best in class service to solve client’s challenges. The services offered will be strategic and transformative in nature, including projects that impact many areas of the client’s ecosystem and position Geller as critical and recurring resource across other centers of advisory excellence within the Firm. You will have the opportunity to collaborate with firm leadership to build, enhance, and institutionalize our approach to practice development, furthering accelerating your impact and opportunities. You will support proposals and onboarding, develop marketing collateral, and build repeatable deliverables and engagement frameworks. The ideal candidate is a detail-oriented leader who delivers excellent client service, communicates clearly, manages multiple priorities to meet deadlines, keeps engagement leadership informed, escalates issues appropriately, and mentors’ junior staff on technical skills and firm protocols. Excellent technical accounting skills are a requirement to provide subject matter expertise in the delivery of our services. Enthusiasm about building and scaling an advisory practice and the impact that you can bring to shaping its deliverables, direction and development is a must.

Requirements

7+ years working experience, with at least 3 in a supervisory capacity in a public accounting, industry or advisory role
Communicate effectively up/down the team; use judgment on client interactions.
Manage multiple engagements; monitor time budgets and consistently meet deadlines.
Write and present clear, client-ready deliverables and updates.
Advanced computer skills; curiosity to learn new finance/accounting software.
Strong attention to detail and analytical skills.
Able to work onsite in NY 3 days/week (or as clients’ needs require) and travel occasionally.
Working knowledge of the close process and relevant experience performing and supervising above-referenced tasks is a requirement.
Handson experience with one or more of the following platforms: ERP/GL: NetSuite, Sage Intacct, QuickBooks Enterprise, Financial Edge NXT, Dynamics 365 Finance, Workday Financial Management, Campfire, Rillet; Close/controls: BlackLine, FloQast, Trintech, DataRails or similar; P2P/spend: Bill.com, Tipalti, Ramp, Expensify, Stripe, PayPal; CRM: Salesforce, HubSpot, Dynamics CRM, Raiser’s Edge; Treasury/ bank account integrations
Experience with adjacent tools (AP automation, expense, billing, HRIS) is a plus.

Nice To Haves

CPA or equivalent finance credential preferred.
ERP platform certifications (Sage Intacct, QuickBooks, NetSuite, Dynamics, Workday)
Public Accounting/Audit experience
In-house accounting /FP&A role at a nonprofit, SaaS/tech company or portfolio company
Experience leading middle market organization full scale digital transformations.
Vendor and systems integrator management experience
Master’s degree in business, Finance, Information Systems, or related field

Responsibilities

Collaborate with the Project Executive/Practice Leader in delivering recurring strategic financial guidance
Advise client finance leaders, their boards, and decision makers on key strategic and transformative initiatives and projects
Diagnose and present solutions for client issues, while also embedding Geller as a trusted partner and solution for impactful and sustained business infrastructure opportunities
Prepare board/executive updates on results, risks, and progress.
Oversee in-house, client, and outsourced accounting teams as project scope dictates.
Deliver financial, accounting, and compliance projects for nonprofits, SaaS/emerging tech, high-growth middle-market, and PE-backed companies.
Lead consulting project planning and delivery (process improvement, operational assessments, compliance, and financial reporting).
Lead functional delivery across GL, close, reporting, controls, and data architecture.
Lead execution of project work related to business continuity, finance department operational assessments, P&P redesign, client staff evaluation, budgeting/forecasting development and analysis, audit preparation and support, etc.
Draft, improve and document accounting/finance policies and procedures.
Review internal control and data frameworks to address efficacy of current financials
Conduct industry and technical research to develop new solutions.
Collaborate with the Project Executive/Practice Leader in delivering end-to-end digital finance transformations (ERP and related Finance platforms, strategy, enablement, implementation, and program management).
Assess current state and define future-state architecture and roadmaps.
Support system selection and vendor/platform evaluation.
Modernize close, automate reconciliations, and improve reporting.
Provide accounting SME to ensure solutions meet reporting objectives.
Partner with implementers on design, configuration, testing, deployment, and post-go-live optimization.
Support Project Executive/Practice Leader in their client service delivery efforts, including advance preparation of documents to facilitate knowledge transfer and transparency on engagement status and challenges.
Own project governance, including scope definition, workplans, milestones, dependencies, and risk management.
Manage cross functional teams, internal resources, and third-party vendors.
Monitor project budgets, delivery timelines, and quality of outputs.
Identify risks early, exercise sound judgment in escalation, and drive resolution to maintain delivery momentum.
Serve as primary engagement lead; manage executive communications and expectations.
Manage client relationships and lead meetings as appropriate.
Translate complex financial and technical concepts into clear, structured, client ready deliverables.
Facilitate workshops, design sessions, and status reviews with finance, operations, and technology stakeholders.
Mentor and develop consultants and senior consultants in the practice’s offerings and delivery.
Drive adoption of delivery standards, frameworks, and best practices.
Support business development (solution design, scoping, and proposals).
Help evolve the practice’s advisory and finance transformation offerings.
Maintain a culture of transparency and information sharing, including establishing and maintaining systems for clients and practice data collection to support business continuity.