Senior Manager, CFO Advisory - Cost Optimization & Value Creation

West Monroe

$212K — $250K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, business, or related field.
  • 10+ years in cost optimization, performance improvement, or finance consulting.
  • Proven experience leading cost optimization programs from diagnosis to realization.
  • Strong advisory experience with CFOs and finance executives.
  • Deep understanding of financial management and cost-saving strategies.
  • Experience using data analytics and AI to enhance decision-making.
  • Track record of developing executive-level relationships and winning business.

Responsibilities

  • Lead cost optimization and value creation projects from start to finish.
  • Establish cost baselines using diverse operational data.
  • Identify savings opportunities across various operational areas.
  • Translate cost-saving opportunities into actionable initiatives.
  • Design governance structures for monitoring benefits and savings.
  • Connect cost initiatives with overall finance transformation goals.
  • Serve as a trusted advisor, managing client satisfaction and engagement delivery.

Benefits

  • Medical, dental, vision, and basic life insurance coverage.
  • 401k plan and employee stock ownership program participation.
  • Unlimited flexible time off and ten paid holidays.
  • Eligibility for ten weeks of paid parental leave upon hire.
  • Competitive annual bonus structure.
Full Job Description
Senior Manager to lead cost optimization and value creation engagements within our growing CFO Advisory team in our Operations Excellence practice. This role is designed for a finance transformation leader who combines financial rigor, operating model expertise, analytical depth, and practical implementation experience to help CFOs and private equity sponsors deliver sustainable cost improvement.

As a Senior Manager, you will lead complex cost optimization programs from diagnostic through implementation and benefits realization. You will establish defensible cost baselines, quantify opportunities, translate recommendations into executable initiatives, and build the governance required to ensure savings reach the income statement and cash flow. You will also develop our people, expand client relationships, and strengthen West Monroe's cost optimization and value creation capabilities.

What you'll do

Client Delivery
  • Lead end-to-end cost optimization and value creation engagements, including rapid diagnostics, opportunity validation, initiative design, implementation support, and benefits realization.
  • Establish defensible cost baselines across labor, third-party spend, technology, facilities, and other operating expenses using general ledger, payroll, procurement, vendor, organizational, and operational data.
  • Identify and quantify opportunities across workforce productivity, spans and layers, organizational simplification, shared services, outsourcing, process standardization, automation and AI, strategic sourcing, application rationalization, real estate, and discretionary spending.
  • Distinguish sustainable structural savings from temporary reductions or timing shifts, and develop models that show gross and net savings, one-time costs, cash impact, recurring EBITDA improvement, stranded costs, and reinvestment.
  • Translate opportunities into executable initiatives with clear owners, milestones, dependencies, decision rights, risks, and implementation requirements.
  • Design transformation governance and benefits tracking that reconciles approved initiatives to the budget, forecast, income statement, cash flow, and management reporting.
  • Connect cost optimization to broader finance transformation, transaction, operating model, planning, reporting, data, automation, control, and performance management priorities.
  • Own engagement delivery across scope, budget, profitability, staffing, risk, quality, and client satisfaction while serving as a trusted advisor to CFOs, business leaders, and private equity operating partners.
  • Apply AI, advanced analytics, process mining, and data visualization to accelerate analysis and improve outcomes while validating outputs and managing control, confidentiality, and business risk.

Business Development and client growth
  • Build and expand executive relationships with CFOs, finance leaders, transformation executives, business unit leaders, and private equity operating partners.
  • Identify and shape follow-on opportunities across finance transformation, operating model redesign, shared services, automation, performance management, procurement, technology rationalization, and implementation support.
  • Lead or support proposals, statements of work, solution design, pricing, and executive presentations that balance measurable client value with strong engagement economics.
  • Contribute market-facing thought leadership on enterprise cost optimization, finance-led value creation, productivity, and the role of AI in reshaping the cost base.

Practice and People Leadership
  • Develop and maintain cost optimization methodologies, cost taxonomies, baseline models, benchmark interpretation guides, opportunity libraries, business case tools, benefits tracking models, and implementation playbooks.
  • Lead, coach, and mentor Managers, Senior Consultants, and Consultants, providing hands-on quality review and clear feedback on analyses, deliverables, business cases, and client communications.
  • Serve as a Career Advisor and actively participate in performance management, recruiting, interviewing, onboarding, and capability development.
  • Collaborate across Operations Excellence, Technology and Experience, Mergers and Acquisitions, Organization and People, Data and AI, procurement, and industry teams to deliver integrated solutions.

What you'll bring

Required qualifications
  • Bachelor's degree in finance, accounting, business, or a related discipline, or equivalent experience.
  • 10+ years of experience in cost optimization, performance improvement, finance transformation, restructuring, or value creation, including substantial client-facing consulting experience.
  • Demonstrated leadership of multiple material cost optimization programs from baseline development and opportunity validation through implementation and benefits realization.
  • Experience advising CFOs, finance executives, business leaders, or private equity operating partners on difficult cost, organization, service delivery, and investment decisions.
  • Strong understanding of financial statements, budgeting, forecasting, cost accounting, and business cases that distinguish gross and net savings, one-time costs, cash impact, stranded costs, and reinvestment.
  • Experience analyzing general ledger, payroll, procurement, vendor, organizational, and operational data, with fluency in cost and productivity benchmarks and the judgment to recognize when a benchmark is misleading.
  • Practical experience in at least four areas such as workforce optimization, spans and layers, shared services, process automation, strategic sourcing, technology rationalization, zero-based budgeting, transaction support, and benefits realization.
  • Experience advising mid-market and private equity-backed organizations, with the ability to scale solutions to businesses with approximately $200 million to $2 billion in revenue.
  • Proven success leading complex engagements and executive client relationships, including scope, budget, profitability, risk management, team leadership, and quality assurance.
  • Demonstrated contribution to business development through relationship expansion, opportunity shaping, proposals, and project origination.
  • Exceptional communication skills and the ability to translate complex analyses into concise executive recommendations and difficult decisions.
  • Experience using AI tools in day-to-day work to improve productivity and insight generation, paired with strong critical thinking to evaluate accuracy, bias, controls, confidentiality, and business relevance.
  • Ability to work permanently in the United States without sponsorship.
  • A commitment to inclusion and diversity, and openness to new ideas and perspectives.
  • Ability to travel up to 50 percent based on client and engagement needs.

Preferred qualifications
  • Experience supporting private equity value creation plans, post-acquisition transformations, or rapid EBITDA improvement programs.
  • Experience in a leading consulting, restructuring, transaction advisory, or performance improvement firm, or an in-house value creation role.
  • CPA, CMA, MBA, or another relevant advanced degree or professional credential.


Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.

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.

Seattle or Washington, D.C.

$194,100-$228,400 USD

Los Angeles

$203,400-$239,300 USD

New York City or San Francisco

$212,600-$250,100 USD

A location not listed above

$184,900-$217,500 USD

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