Senior Manager, CFO Advisory - Close & Consolidation
West Monroe · Chicago, United States +2 · 6mo ago
Are you ready to make an impact?
West Monroe is seeking a Senior Manager to lead close, consolidation, reconciliation, and reporting automation engagements within our growing CFO Advisory team. This role is for a finance transformation leader who combines auditor-grade accounting judgment with hands-on systems delivery experience and can earn the confidence of Controllers, audit partners, and finance technology stakeholders.
As a Senior Manager, you will lead complex Record-to-Report transformation initiatives, design sustainable close and reconciliation processes, and help clients apply automation and AI to accounting workflows without compromising control, auditability, or financial reporting integrity. You will also develop teams, expand client relationships, and strengthen West Monroe's close and consolidation capabilities.
What you’ll do
Client Delivery
- Lead close, consolidation, reconciliation, and reporting automation engagements from assessment and solution design through implementation, testing, cutover, and stabilization.
- Design close architectures that address task dependencies, subledger cutoffs, journal entry workflows, intercompany processing, consolidation sequencing, reporting timelines, and executive governance.
- Lead risk-based reconciliation rationalization, including account segmentation, materiality tiering, frequency, ownership, evidence requirements, auto-certification criteria, and exception management.
- Design solutions that align accounting policy, process, data, technology, SOX controls, IT general controls, and audit evidence requirements.
- Lead implementation work across platforms such as BlackLine, Trintech Cadency or Adra, FloQast, and comparable close and reporting solutions.
- Partner with Controllers, Chief Accounting Officers, internal audit, external audit, finance technology leaders, and process owners to resolve complex design decisions and drive adoption.
- Advise on consolidation and intercompany design, including eliminations, foreign currency, ownership changes, pushdown accounting, and reporting requirements.
- Own engagement delivery across scope, budget, profitability, staffing, risk, quality, and client satisfaction while providing hands-on review of configuration, testing, controls, and deliverables.
- Apply AI and automation to close analysis, reconciliations, anomaly detection, journal support, documentation, and testing while maintaining appropriate human review and auditability.
Business Development and client growth
- Build trusted relationships with CFOs, Controllers, Chief Accounting Officers, finance transformation leaders, and external audit stakeholders.
- Identify and shape follow-on opportunities across close optimization, consolidation, reconciliation, external reporting, finance data, EPM, ERP, automation, and controls.
- Contribute to proposals, statements of work, solution design, pricing, and executive presentations.
- Stay current on emerging accounting technology, AI-native close tools, regulatory developments, and leading practices that can improve client outcomes.
Practice and People Leadership
- Develop and maintain close assessment tools, reconciliation rationalization methods, control design guides, implementation playbooks, testing templates, and reusable client assets.
- Lead, coach, and mentor Senior Consultants and Consultants, providing hands-on quality review and clear feedback on accounting analysis, solution design, testing, and client communication.
- Serve as a Career Advisor and actively participate in performance management, recruiting, interviewing, onboarding, and capability development.
- Collaborate across CFO Advisory, EPM, ERP Strategy, Data and AI, Technology and Experience, Organization and People, and industry teams to deliver integrated solutions.
What you'll bring
Required qualifications
- Bachelor's degree in accounting, finance, information systems, or a related discipline, or equivalent experience.
- 10+ years of progressive experience across audit, controllership, Record-to-Report transformation, and close automation implementation.
- Experience delivering at least three full-lifecycle close, reconciliation, consolidation, or reporting technology implementations.
- Direct experience owning or performing month-end close activities within a corporate accounting environment, not only advising on the process.
- Deep implementation knowledge in BlackLine across Account Reconciliations, Task Management, Transaction Matching, and Journal Entry, or equivalent depth in Trintech Cadency, Adra, FloQast, or comparable platforms.
- Strong knowledge of consolidation mechanics, intercompany eliminations, journal entry governance, account reconciliations, and financial reporting.
- Working knowledge of technical accounting topics such as ASC 606, ASC 842, ASC 805, and pushdown accounting, with the judgment to evaluate accounting and audit implications of solution designs.
- Experience designing risk-based reconciliations and auto-certification thresholds that can withstand internal control and external audit challenge.
- Experience with SOX narratives, control documentation, testing considerations, and IT general control concepts.
- Experience in public company or private equity-backed reporting environments.
- Proven engagement management skills across scope, budget, work plans, risks, issues, testing, cutover, team leadership, and executive communication.
- Demonstrated people leadership experience and a passion for developing and coaching team members.
- Strong analytical, data visualization, and communication skills, including the ability to create concise executive stakeholder-ready deliverables.
- 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, 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
- CPA, active or inactive.
- Big Four or comparable audit foundation followed by finance transformation or systems implementation experience.
- Experience with AI-native close or accounting platforms such as Numeric, Trullion, or comparable tools.
- Experience supporting external reporting, IPO readiness, carve-outs, integrations, or other high-change reporting environments.
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.
Other consultancies talk at you.
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 Monroeis 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 www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.
Please review our current policy regarding use of generative artificial intelligence during the application process. Additionally, West Monroe uses the BrightHire platform to record live interviews so our team can capture notes more accurately, stay focused on the conversation, and continually improve our interview process. You can review our privacy notice for more information about this process and how recordings are used. If you have any questions, reach out to recruiting@westmonroe.com.
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 here.