The Senior Manager will oversee client project lifecycles, manage resources, develop work plans, and ensure successful project delivery through collaboration and communication.
As a member of CFGI’s PMO Services Offering, you will act as an extension of our client’s team to advise, manage, and oversee complex initiatives across financial, operational and technological lifecycles. The Senior Manager – PMO plays an integral role in driving successful project completion, ensuring governance, visibility, and value realization.
You will manage client projects end-to-end, including scope development, budget creation and monitoring, and requirements gathering to achieve defined business objectives. This includes translating business objectives into actionable plans, facilitating stakeholder alignment, and providing input on functional and technical specifications. You will work independently while collaborating with cross-functional stakeholders to drive transformation using agile, waterfall, or hybrid methodologies. Key phases of involvement include planning, executing, testing, implementation, and deployment.
Success in this role requires exceptional communication, organizational skills, and proven experience leading large-scale transformation programs. As an extension of the client’s team, you will provide hands-on support, deliver value-add initiatives, and ensure timely milestones and quality outcomes.
Roles and Responsibilities:
· Advise clients on project lifecycle best practices, ensuring planning and execution are aligned with strategic objectives.
· Develop detailed work plans with activities, resource assignments, expected outcomes, and timelines.
· Assume tasks within defined scope to drive execution and delivery as needed.
· Identify when additional CFGI resources are required to support expanded scope.
· Streamline and automate timely reporting of project status to stakeholders; maintain dashboards and KPIs.
· Facilitate upward communication with Project Sponsors, Executive Leadership, Boards and CFGI leadership.
· Maintain a clear focus on exceptional client service and proactively uncover new client needs; articulate CFGI offerings that address those needs.
· Build and maintain strong client relationships at all levels, gaining trust and stakeholder buy-in.
· Maintain a professional and positive attitude in all interactions.
Preferred Skills:
· Strong understanding of project management methodologies (e.g., Agile, Waterfall, Scrum).
· Proficiency in project management tools (e.g., Smartsheet, Asana, Monday.com, MS Project, Others).
· Ability to lead client engagements independently and drive timely, successful outcomes.
· Comfortable managing multiple engagements with shifting priorities and deadlines.
· Working knowledge of Financial Planning & Analysis tools (e.g., Planful, Vena, Adaptive Insights, OneStream).
· Familiarity with ERP technologies (e.g., SAP, Oracle, Workday, NetSuite, Microsoft Dynamics, Sage Intacct).
Qualifications and Capabilities:
· Minimum of eight years in project management, finance transformation, technology transformation, or professional services.
· Working knowledge of finance and accounting activities through consulting or industry experience.
· Proven success managing large-scale transformation programs and PMO engagements (e.g., ERP, M&A, IMO, capital projects).
· Exceptional communication, facilitation, and time management skills.
· Ability to think strategically and tactically; strong problem-solving and decision-making skills.
· Demonstrated competence in engaging stakeholders across all levels (operational to C-suite).
· Proven ability to deliver projects on time and within budget.
· Experience managing multiple client projects, including business, practice, and people development.
· Proficient in PMO and transformation practices; identifies complex issues and proposes solutions; supports firm training initiatives.
· Viewed as key engagement leader; communicates clearly; manages own and team workload; ensures utilization and quality.
· Actively mentors Consultants; demonstrates leadership and accountability; participates in firm initiatives.
· Expands peer network; strengthens client relationships; supports BD opportunities; participates in recruiting.
Top Skills
Adaptive Insights
Agile
Asana
Microsoft Dynamics
Monday.Com
Ms Project
NetSuite
Onestream
Oracle
Planful
Sage Intacct
SAP
Scrum
Smartsheet
Vena
Waterfall
Workday
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