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Senior Partner, Office of the CFO

Senior Partner, Office of the CFO

West Monroe Partners, LLCFort Worth, TX, United States
2 days ago
Job type
  • Full-time
Job description

West Monroe has an opportunity for a Senior Partner to lead our Financial Management discipline within our growing Operations Excellence practice. This individual will provide strategic leadership, drive market-focused capabilities, and oversee the growth and execution of our Financial Management offerings. The Senior Partner will collaborate across practices and industry verticals to deliver transformational solutions for the Office of the CFO (OCFO), enabling clients to optimize and scale their financial operations.

As a Senior Partner, you will be responsible for business development, client delivery, and practice development. This includes cultivating relationships with C‑suite executives, driving new business opportunities, leading multidisciplinary teams, and mentoring consultants to grow their careers.

What you’ll do : Business Development

  • Drive opportunity origination at new and existing clients, qualify leads, and collaborate on pursuits for new work, building deep relationships with CFOs and other executive stakeholders.
  • Partner with industry and multidisciplinary teams to identify sales opportunities based on Financial Management offerings, including operational architecture, financial insights, technology enablement, and organizational effectiveness.
  • Initiate and lead business development meetings with prospective clients, understanding their needs and translating goals into actionable engagements.
  • Develop detailed proposals showcasing quantifiable value creation, including work plans, pricing estimates, and risk assessments.
  • Attend networking events and actively build and leverage a professional network in the Consumer & Industrial Products, High Tech & Software, Private Equity, and middle‑market sectors.

Client Delivery

  • Lead practice and multidisciplinary teams to deliver transformational solutions for the Office of the CFO, addressing challenges such as scalability, operational inefficiencies, and technology modernization.
  • Provide expertise in back‑office applications (ERP, EPM, AR / AP Automation, etc.) strategy, selection, implementation PMO, and change management to ensure clients have scalable, integrated architectures that align with their business goals.
  • Guide clients in evaluating and selecting back‑office systems, ensuring alignment with organizational needs and investment theses, while helping them avoid unnecessary customizations.
  • Oversee back‑office implementation PMO activities, including governance, risk management, and stakeholder alignment, while ensuring seamless collaboration across teams.
  • Deliver tailored solutions for financial process optimization, including record to report, procure to pay, budgeting and forecasting, and financial insights and analytics.
  • Manage client relationships and resolve risks or conflicts professionally to achieve desired outcomes.
  • Serve as a role model to project teams, inspiring collaboration, innovation, and exceptional client service.
  • Practice Development

  • Collaborate with practice and office leadership to define the culture, strategic direction, and growth strategy for the Financial Management discipline.
  • Lead the development and enhancement of Financial Management offerings, methodologies, and delivery approaches, with a focus on ERP strategy, technology enablement, and financial transformation roadmaps.
  • Drive operational activities such as pipeline management, staffing, financial planning, and recruiting to ensure the practice’s sustained growth.
  • Mentor and coach consultants, fostering a growth mindset and actively participating in career advisory and performance management processes.
  • Promote inclusion and diversity within the practice, encouraging openness to new ideas and perspectives.
  • What you’ll bring :

  • Education : Bachelor’s degree in finance, accounting, business administration, or equivalent experience required. Advanced degrees (MBA, CPA, CFA) are preferred.
  • Experience : 15+ years of experience in financial management, consulting, or related fields, with a proven track record of delivering transformational solutions for the Office of the CFO.
  • Consulting Expertise : 5+ years of direct experience as a management consultant, providing advisory services for clients in areas such as operational architecture, financial insights, technology enablement, and organizational effectiveness.
  • ERP Expertise : Deep experience in ERP strategy, system selection, implementation PMO, and change management, with a focus on aligning solutions to business objectives. (Note : West Monroe does not act as a system implementor.)
  • Technical Skills : Expertise in financial process optimization (record to report, procure to pay, budgeting and forecasting), financial analytics, and technology modernization.
  • Leadership Skills : Demonstrated success in managing multidisciplinary teams, mentoring consultants, and driving business growth through entrepreneurial leadership.
  • Business Development : Experience in farming leads, managing the sales process (pursuit strategy, client development cycle, proposal creation), and building long‑term client relationships.
  • Communication : Exceptional written and verbal communication skills, including the ability to create impactful executive‑ready deliverables and present insights effectively to C‑suite stakeholders.
  • Network : An active professional network in industries such as private equity, banking, insurance, healthcare, and consumer and industrial products.
  • Commitment : A passion for fostering a culture of inclusion, diversity, and collaboration while driving business impact.
  • Travel : Ability to travel as required based on client and practice demands.
  • West Monroe’s Financial Management discipline is uniquely positioned to support the Office of the CFO through transformational and tactical objectives. Our offerings focus on optimizing financial operations, enabling data‑driven insights, modernizing technology, and enhancing organizational effectiveness. We deliver tailored solutions across the asset lifecycle, helping CFOs address challenges such as scalability, data accessibility, process inefficiencies, and technology gaps.

    Key areas of focus

  • Operational Architecture : End‑to‑end process improvement, financial structure design, and scalability enablement.
  • Financial Insights & Analytics : KPI design, profitability analysis, predictive analytics, and executive reporting.
  • Technology Enablement : ERP strategy, system selection, implementation PMO, and change management to ensure scalability and integration without unnecessary customizations.
  • Organizational Effectiveness : Operating model design, upskilling, internal controls, and business model right‑shoring.
  • By combining deep industry expertise with innovative tools like Intellio Insights™ and Hopper™, we empower CFOs to unlock growth, optimize performance, and deliver lasting value.

    Pay Transparency

    National : $380,000 - $513,000 USD

    Benefits

    Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401(k) 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.

    West Monroe is 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.

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    Senior Office Of The • Fort Worth, TX, United States

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