Technology - Sage Intacct Managing Director

CFGI is a global leading accounting advisory firm renowned for delivering cutting-edge solutions and services to our clients. As part of our ongoing growth and expansion, we are seeking a highly experienced and visionary leader for our fast-growing Technology Transformation Offering. Our firm prides itself on fostering a culture of innovation, high performance, client service excellence, and collaborative success.

The Managing Director will be instrumental in driving the growth and expansion of our Technology Practice with a focus on the Sage Intacct market. The ideal candidate will possess a combination of business acumen, leadership skills, and deep technical knowledge, with a proven track record of success in scaling practices and enhancing service capabilities in the technology and transformation sectors. This role demands strategic vision, exceptional client service skills, and the ability to lead and inspire teams.

Roles and Responsibilities:

Client Delivery:

·       Foster a culture of excellence in client service, delivering value and exceeding client expectations.

·       Partner directly with the office of the CFO/CTO/CIO to design and define the business, operating, and technology models of the future and successfully guide the transformation needed to realize this vision.

·       Provide comprehensive assessments of current technology infrastructure, enterprise software, and integration capabilities via automated tools, cloud computing, and software-as-a-service solutions to reduce complexity, optimize agility, and manage costs more effectively.

·       Optimize financial software environments to help clients maximize value in their application and implementation partner strategies.

·       Assist in the development of Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.

·       Direct the strategic allocation of personnel to projects, ensuring optimal matching of skill sets with project requirements, facilitating professional growth, and meeting target utilization goals.

·       Oversee the full lifecycle of transformation projects, from initial planning and execution through to successful completion and closure, ensuring leadership guidance throughout.

·       Keep track of project financials, working closely with project managers to oversee budgets, invoicing, and the collection process, ensuring fiscal responsibility and accuracy.

Business Development:

·       Lead business development efforts, including identifying new opportunities, forming strategic partnerships, and expanding existing client relationships.

·       Leverage an existing network of industry contacts to expand our client portfolio, increasing both the number of new client acquisitions and overall business volume.

·       Collaborate with other practice leaders to cross-sell services and provide holistic solutions to clients.

·       Represent the firm at industry events, conferences, and professional associations to enhance the firm's profile and network.

·       Provide support on further strengthening CFGI’s brand as trusted business transformation advisors in the PE and mid-market space.

·       Stay updated on recent market developments that can impact our plans, targets and delivery strategies.

·       Forge and maintain strategic partnerships with key vendors, partners, and outsourced providers.

Practice / Offering Development:

·       Work closely with the Business Transformation senior leadership team on developing and executing a strategic plan to grow and scale a world class Technology Practice.

·       Manage the business of the Technology service offering, reporting to practice leadership regarding project pipeline, staffing and utilization, and monthly performance.

·       Manage and mentor a team of professionals, nurturing their growth and promoting a high-performance culture.

·       Drive innovation within the practice, ensuring the firm stays at the forefront of technological advancements and accounting system integrations.

·       Oversee the financial performance of the technology offering, including budgeting, forecasting, and ensuring profitability.

·       Conduct performance evaluations, maintain equitable evaluation practices, and align outcomes with predefined performance objectives to promote fairness and accountability.

·       Implement and maintain a robust framework for driving accountability and setting clear, trackable performance goals for team members, ensuring alignment with the organization's strategic objectives.

·       Exhibit a proven capacity for innovation with the responsibility to conceptualize, develop, and successfully launch new technology products that align with the firm's strategic direction and market demand.

·       Have experience to drive a vision in how artificial intelligence can be incorporated within our existing and future strategic initiatives and product offerings.

·       Build competitive intelligence regarding solution offerings both within the business transformation group and other lines of services within CFGI.

·       Serve as a thought leader and evangelist for the company's core values.

 Qualifications and Capabilities:

·       At least 12-15 years of experience in technology and business transformation within the professional services industry, preferably with exposure within a financial/ accounting advisory context.

·       At least 10 years of experience in the Sage Intacct ecosystem with progressive roles from delivery through to business development and practice growth.

·       Delivery mindset to ensure a high caliber client experience and employee satisfaction.

·       Growth Mindset with demonstrable experience in growing an offering and expanding capabilities for an enhanced delivery experience.

·       Proven track record of guiding teams in overcoming complex project challenges and adapting top-tier industry practices to deliver customized solutions that meet evolving client needs.

·       Deep understanding of the CFO tech stack inclusive of: accounting systems, ERP implementations, Planning and Budgeting tools and the integration of technology solutions within the CFO and CIO orgs.

·       Proven track record of building and maintaining strong client relationships, with an emphasis on client service excellence.

·       Experience in forming and leveraging partnerships to drive business growth, preferably track record partnering with Sage.

·       Strong leadership skills with the ability to motivate and manage high-performing teams.

·       Exceptional experience with practice development and Program/Project Management

·       Excellent communication, negotiation, and presentation skills.

·       Willingness to travel as necessary to meet with potential and existing clients and attend firm wide events.

·       In office requirements for office and leadership meetings as well as staff development and trainings.

·       Experience working with a multitude of industries, inclusive of software, services, life science, not for profit and manufacturing industries.

·       A professional background in accounting is a plus.

·       Sage Intacct certifications highly desired.