Senior Partner, Office of the CFO
- Dallas, TX
- Permanent
- Full-time
- 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.
- 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.
- 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.
- Education: Bachelor's degree in finance, accounting, business administration, or equivalent experience required. Advanced degrees (MBA, CPA, CFA) are preferred.
- 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.
- Operational Architecture: End-to-end process improvement, financial structure design, and scalability enablement.
- Financial Insights & Analytics: KPI design, profitability analysis, predictive analytics, and executive reporting.
- Technology Enablement: ERP strategy, system selection, implementation PMO, and change management to ensure scalability and integration without unnecessary customizations.
- Organizational Effectiveness: Operating model design, upskilling, internal controls, and business model right-shoring.
At West Monroe, we work with you.We're a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.The combination of business and technology is not new, but how we bring them together is unique. We're fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what's next.You'll feel the difference in how we work. We show up personally. We're right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn't a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.West Monroe is an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit . If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to .Please review our .If you are based in California, we encourage you to read West Monroe's Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked .