Senior Manager, CFO Advisory - Close & Consolidation
West Monroe
| Company | West Monroe |
| Category | Consulting & Strategy |
| Location | Chicago; Dallas; New York |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Executive |
| Salary | Not stated by the employer |
| Posted | 23 Jul 2026 |
| Last verified | 11 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
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 disc