Senior Manager - CFO Strategic Advisory Services-

Building upon our 40+ year history of delivering strategic and financial advisory client engagements ranging across Fortune 50 size global industry leaders to Private Equity firms to middle market venture backed entities and philanthropic driven not for profits, Geller is launching additional offerings to expand our financial advisory solutions.  Led by an industry veteran who has built similar businesses and supported by current and former client relationships, we are expanding and diversifying our offering and seeking an individual for this exciting ground floor opportunity to experience and deliver impactful practice growth and strategic and transformational client solutions, within the foundation of an already established and successful business.  You will join a consulting team focused on modernizing and transforming finance organizations and their supporting systems. In this role, you will support Geller clients across the engagement lifecycle, from planning and execution through delivery of high-quality client-ready materials.

You will lead and participate in client and internal meetings; manage project budgets, invoicing, and engagement governance, as a senior member of the practice.  

The practice delivers 3 service offerings:

Strategic Financial Leadership

• Cash strategy & financing
• Financial planning, forecasts & models
• Executive, investor & board communications
• KPI frameworks & performance management

Finance Operations Advisory

• Finance function assessments &
  redesign
• Workflow mapping & internal controls
• Staffing structure & cross-training plans
• Rapid transition & continuity support

Digital Transformation

• Technology assessments & gap analysis
• Finance stack architecture (GL, FP&A, AP, BI)
• Platform selection & vendor evaluation
• AI, automation & BI strategy

    Your role will focus on delivering solutions across projects that draw on your strengths and experiences in Advisory Services, while also providing you opportunities to develop additional competencies and/or partner with other areas of Geller to leverage our historical capabilities and provide best in class service to solve client’s challenges.  The services offered will be strategic and transformative in nature, including projects that impact many areas of the client’s ecosystem and position Geller as critical and recurring resource across other centers of advisory excellence within the Firm. 

    You will have the opportunity to collaborate with firm leadership to build, enhance, and institutionalize our approach to practice development, furthering accelerating your impact and opportunities. You will support proposals and onboarding, develop marketing collateral, and build repeatable deliverables and engagement frameworks. The ideal candidate is a detail-oriented leader who delivers excellent client service, communicates clearly, manages multiple priorities to meet deadlines, keeps engagement leadership informed, escalates issues appropriately, and mentors’ junior staff on technical skills and firm protocols. Excellent technical accounting skills are a requirement to provide subject matter expertise in the delivery of our services.   

Enthusiasm about building and scaling an advisory practice and the impact that you can bring to shaping its deliverables, direction and development is a must.

Your Impact:

Client Service & Delivery

• Collaborate with the Project Executive/Practice Leader in delivering recurring strategic financial guidance
• Advise client finance leaders, their boards, and decision makers on key strategic and transformative initiatives and projects
• Diagnose and present solutions for client issues, while also embedding Geller as a trusted partner and solution for impactful and sustained business infrastructure opportunities
• Prepare board/executive updates on results, risks, and progress.
• Oversee in-house, client, and outsourced accounting teams as project scope dictates.
• Deliver financial, accounting, and compliance projects for nonprofits, SaaS/emerging tech, high-growth middle-market, and PE-backed companies.
• Lead consulting project planning and delivery (process improvement, operational assessments, compliance, and financial reporting).
• Lead functional delivery across GL, close, reporting, controls, and data architecture.
• Lead execution of project work related to business continuity, finance department operational assessments, P&P redesign, client staff evaluation, budgeting/forecasting development and analysis, audit preparation and support, etc.
• Draft, improve and document accounting/finance policies and procedures.
• Review internal control and data frameworks to address efficacy of current financials
• Conduct industry and technical research to develop new solutions.
• Collaborate with the Project Executive/Practice Leader in delivering end-to-end digital finance transformations (ERP and related Finance platforms, strategy, enablement, implementation, and program management).
• Assess current state and define future-state architecture and roadmaps.
• Advocate for the client to drive transformation, including:
  • Support system selection and vendor/platform evaluation.
  • Modernize close, automate reconciliations, and improve reporting.
  • Provide accounting SME to ensure solutions meet reporting objectives (
• Partner with implementers on design, configuration, testing, deployment, and post-go-live optimization.

Project & Program Management

• Support Project Executive/Practice Leader in their client service delivery efforts, including advance preparation of documents to facilitate knowledge transfer and transparency on engagement status and challenges.
• Own project governance, including scope definition, workplans, milestones, dependencies, and risk management.
• Manage cross functional teams, internal resources, and third-party vendors.
• Monitor project budgets, delivery timelines, and quality of outputs.
• Identify risks early, exercise sound judgment in escalation, and drive resolution to maintain delivery momentum.

Client & Stakeholder Leadership

• Serve as primary engagement lead; manage executive communications and expectations.
• Manage client relationships and lead meetings as appropriate.
• Translate complex financial and technical concepts into clear, structured, client ready deliverables.
• Facilitate workshops, design sessions, and status reviews with finance, operations, and technology stakeholders.

Team Leadership & Practice Growth

• Mentor and develop consultants and senior consultants in the practice’s offerings and delivery.
• Drive adoption of delivery standards, frameworks, and best practices.
• Support business development (solution design, scoping, and proposals).
• Help evolve the practice’s advisory and finance transformation offerings.
• Maintain a culture of transparency and information sharing, including establishing and maintaining systems for clients and practice data collection to support business continuity.

What you will offer:

We are looking for people who have:

• 7+ years working experience, with at least 3 in a supervisory capacity in a public accounting, industry or advisory role
• Communicate effectively up/down the team; use judgment on client interactions.
• Manage multiple engagements; monitor time budgets and consistently meet deadlines.
• Write and present clear, client-ready deliverables and updates.
• Advanced computer skills; curiosity to learn new finance/accounting software.
• Strong attention to detail and analytical skills.
• Able to work onsite in NY 3 days/week (or as clients’ needs require) and travel occasionally.
• Working knowledge of the close process and relevant experience performing and supervising above-referenced tasks is a requirement.

Handson experience with one or more of the following platforms:

• ERP/GL: NetSuite, Sage Intacct, QuickBooks Enterprise, Financial Edge NXT, Dynamics 365 Finance, Workday Financial Management, Campfire, Rillet
• Close/controls: BlackLine, FloQast, Trintech, DataRails or similar
• P2P/spend: Bill.com, Tipalti, Ramp, Expensify, Stripe, PayPal
• CRM: Salesforce, HubSpot, Dynamics CRM, Raiser’s Edge
• Treasury/ bank account integrations

Experience with adjacent tools (AP automation, expense, billing, HRIS) is a plus.

Credentials (Preferred)

• CPA or equivalent finance credential preferred.
• ERP platform certifications (Sage Intacct, QuickBooks, NetSuite, Dynamics, Workday)
• Public Accounting/Audit experience
• In-house accounting /FP&A role at a nonprofit, SaaS/tech company or portfolio company

Additional Differentiators

• Experience leading middle market organization full scale digital transformations.
• Vendor and systems integrator management experience
• Master’s degree in business, Finance, Information Systems, or related field

The base salary range for this position is:

Base pay offered may vary depending on job-related knowledge, skills, and experience. The total compensation package includes medical, dental, vision, financial, and other benefits as well as the potential for an annual bonus consideration.