CFGI is an independent accounting advisory firm that works with CFOs and finance teams on complex financial, operational, and strategic challenges. Its services span technical and operational accounting, capital markets and transaction advisory, strategic finance, analytics, ESG and sustainability reporting, tax and valuation, risk and compliance, cybersecurity, forensic accounting, and business transformation. CFGI serves organizations across business services, financial services, healthcare, life sciences, and manufacturing, helping them strengthen finance operations, manage change, and make informed decisions as their businesses evolve.
Managing Director, AI Strategy and Readiness
Lead CFGI’s AI readiness, strategy, and advisory sales, while establishing its founding Advisory Pod for CFOs, boards, and private equity sponsors.
Description
- Direct end-to-end AI and data readiness assessments, from scoping and maturity scoring to findings, roadmaps, and business cases.
- Develop opportunities with CFGI account teams across the firm’s product lines.
- Own personal revenue and sold-work targets.
- Lead executive and board-level readouts.
- Present and substantiate findings to CFOs, CIOs, audit committees, and sponsors.
- Create and refine assessment tools and delivery methods as the practice evolves.
- Build and lead the Advisory Pod, hiring and coaching consultants and assuring delivery quality.
- Work with Solutions Architecture and Transformation Management Office leaders to turn diagnostic findings into delivery and program engagements.
- Represent the practice through publications, speaking engagements, and client roundtables.
Requirements
- Bring 12 or more years of management consulting or advisory experience.
- Have substantial transformation or Office of the CFO experience.
- Show a record of originating, shaping, and selling advisory work, in addition to delivering it.
- Have personally led at least 10 assessment, operating model, or strategy engagements.
- Bring deep working knowledge of enterprise AI, including large language models, agentic systems, build-versus-buy economics, adoption, and change dynamics.
- Have designed and facilitated C-suite workshops.
- Have exposure to private equity deal teams or portfolio companies.
- Have prior experience building a practice, service line, or offering from an early stage.
- Communicate with exceptional structure, following the Pyramid Principle tradition.
- Produce polished, executive-level written work.
Benefits
- Travel as required.
- Join the founding team and help shape how CFGI builds its AI Services practice.