Senior Partner, Office of the CFO

West Monroe • New York City, NY

3d

About The Position

Are you ready to make an impact? West Monroe has an opportunity for a Senior Partner to lead our Financial Management discipline within our growing Operations Excellence practice. This individual will provide strategic leadership, drive market-focused capabilities, and oversee the growth and execution of our Financial Management offerings. The Senior Partner will collaborate across practices and industry verticals to deliver transformational solutions for the Office of the CFO (OCFO), enabling clients to optimize and scale their financial operations. As a Senior Partner, you will be responsible for business development, client delivery, and practice development. This includes cultivating relationships with C-suite executives, driving new business opportunities, leading multidisciplinary teams, and mentoring consultants to grow their careers.

Requirements

• Education: Bachelor’s degree in finance, accounting, business administration, or equivalent experience required.
• Experience: 15+ years of experience in financial management, consulting, or related fields, with a proven track record of delivering transformational solutions for the Office of the CFO
• Consulting Expertise: 5+ years of direct experience as a management consultant, providing advisory services for clients in areas such as operational architecture, financial insights, technology enablement, and organizational effectiveness.
• ERP Expertise: Deep experience in ERP strategy, system selection, implementation PMO, and change management, with a focus on aligning solutions to business objectives. (Note: West Monroe does not act as a system implementor.)
• Technical Skills: Expertise in financial process optimization (record to report, procure to pay, budgeting and forecasting), financial analytics, and technology modernization.
• Leadership Skills: Demonstrated success in managing multidisciplinary teams, mentoring consultants, and driving business growth through entrepreneurial leadership.
• Business Development: Experience in farming leads, managing the sales process (pursuit strategy, client development cycle, proposal creation), and building long-term client relationships.
• Communication: Exceptional written and verbal communication skills, including the ability to create impactful executive-ready deliverables and present insights effectively to C-suite stakeholders.
• Network: An active professional network in industries such as private equity, banking, insurance, healthcare, and consumer and industrial products.
• Commitment: A passion for fostering a culture of inclusion, diversity, and collaboration while driving business impact.
• Travel: Ability to travel as required based on client and practice demands.

Nice To Haves

• Advanced degrees (MBA, CPA, CFA) are preferred.

Responsibilities

• Business Development Drive opportunity origination at new and existing clients, qualify leads, and collaborate on pursuits for new work, building deep relationships with CFOs and other executive stakeholders.
• Partner with industry and multidisciplinary teams to identify sales opportunities based on Financial Management offerings, including operational architecture, financial insights, technology enablement, and organizational effectiveness.
• Initiate and lead business development meetings with prospective clients, understanding their needs and translating goals into actionable engagements.
• Develop detailed proposals showcasing quantifiable value creation, including work plans, pricing estimates, and risk assessments.
• Attend networking events and actively build and leverage a professional network in the Consumer & Industrial Products, High Tech & Software, Private Equity, and middle-market sectors.
• Client Delivery Lead practice and multidisciplinary teams to deliver transformational solutions for the Office of the CFO, addressing challenges such as scalability, operational inefficiencies, and technology modernization.
• Provide expertise in back-office applications (ERP, EPM, AR/AP Automation, etc.) strategy, selection, implementation PMO, and change management to ensure clients have scalable, integrated architectures that align with their business goals.
• Guide clients in evaluating and selecting back-office systems, ensuring alignment with organizational needs and investment theses, while helping them avoid unnecessary customizations.
• Oversee back-office implementation PMO activities, including governance, risk management, and stakeholder alignment, while ensuring seamless collaboration across teams.
• Deliver tailored solutions for financial process optimization, including record to report, procure to pay, budgeting and forecasting, and financial insights and analytics.
• Manage client relationships and resolve risks or conflicts professionally to achieve desired outcomes.
• Serve as a role model to project teams, inspiring collaboration, innovation, and exceptional client service.
• Practice Development Collaborate with practice and office leadership to define the culture, strategic direction, and growth strategy for the Financial Management discipline.
• Lead the development and enhancement of Financial Management offerings, methodologies, and delivery approaches, with a focus on ERP strategy, technology enablement, and financial transformation roadmaps.
• Drive operational activities such as pipeline management, staffing, financial planning, and recruiting to ensure the practice’s sustained growth.
• Mentor and coach consultants, fostering a growth mindset and actively participating in career advisory and performance management processes.
• Promote inclusion and diversity within the practice, encouraging openness to new ideas and perspectives.

Benefits

• Employees (and their families) are covered by medical, dental, vision, and basic life insurance.
• Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses.
• Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year.
• Eligibility for ten weeks of paid parental leave will also be available upon hire date.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 1,001-5,000 employees