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Data and AI - Managing Director

CFGI - United States

Posted May 8, 2026

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About this role

Data and AI - Managing Director United States We are seeking a visionary and market-focused Managing Director to own and accelerate our Data and AI practice within the Finance Effectiveness team. This leader will define and drive the AI agenda for CFGI's Finance Effectiveness practice - leading AI Strategy Assessments for finance organizations, building a portfolio of proprietary finance-specific tools and accelerators, and bringing those capabilities to market with speed and credibility. This is a rare opportunity to shape what AI-enabled finance looks like in practice for Fortune 1000 clients, building something tangible, structured, and immediately deployable. Key Responsibilities: Own and lead the Finance Effectiveness AI offering by guiding CFOs and finance executives through structured working sessions that align leadership on AI vision, identify and prioritize high-impact finance use cases, assess data and technology readiness, define target AI operating models for the finance function, and produce a phased, fundable AI roadmap. Define and execute the go-to-market strategy for Data and AI within the Finance Effectiveness practice: identifying the highest-value opportunities across FP&A, R2R, O2C, P2P, and controllership, and translating them into deployable tools, frameworks, and accelerators clients can put into production quickly. Engage directly with CFOs, Controllers, and finance executives to understand their AI readiness, surface quick wins vs. longer-term transformation opportunities, and shape investment cases tied to measurable business value within the finance function. Lead delivery of AI-enabled finance engagements end-to-end, from initial AI Strategy Assessment through solution design and deployment, ensuring finance organizations move from ideas to execution

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