CFO Technical Counselor

Description:

We are seeking a Technical Counselor to advise, guide and provide insights to Chief Financial Officers (CFO) in relation to IT Finance. The main objective is to assist these leaders in delivering improved results by optimizing their practice and general decision making, mitigating risk, and addressing the struggles and challenges they face on the path to professional excellence.

Responsibilities:

• Provide Technical Counsel and oversight (to the CFO) exclusively to 10-15 clients within any 12 month period of time cultivated or assigned
• Ability to participate in unstructured value based client conversations and create new methods for a client’s success
• Provide confidential and professional advising to our members in-person, telephonically, as well as digitally through Video Conferencing
• Evaluate members’ needs and work with them to set objectives and develop a strategy/work plan within the terms and conditions of the members’ agreement;
• Embrace Info-Tech Research Group culture of continuous learning by participating in on-going self and industry development activities;
• Provide proactive thought leadership and new ideas not “asked for” on behalf of the client’s membership
• Participate in regular communication / support / education and participation with Sales Leadership and Account Directors to account planning and support efforts
• Leverage ITRG and 3rd party assets to deliver on promises within the memberships
• Diagnose member value expectations pain points and connect them with appropriate Info-Tech Research Group product solutions
• Build strong relationships with the clients peers and important stakeholders to provide experiences that are tailored to the clients objectives and culture.

Experience:

• Possess a minimum of 15+ years of professional experiences (primarily as a consultant) to the Finance organization and the CFO.
• Expert knowledge in finance including cash-flow, financial planning and statements, forecasting, and financial standards and compliance (including GAAP).
• Strong understanding of IT functions and IT Financial Management (ITFM) as part of the CFO portfolio.
• Solid people relationship skills; operational and systems development skills
• In depth understanding of corporate finance, politics, human behavior and predictive scenarios related to the CFO and scenarios the CFO may be facing.
• Ability to coordinate complex service delivery models and respond to diverse needs of a variety of key-stakeholders
• Exceptional customer service focus, high professionalism and adherence to ethical principles of conduct
• Strong communication and organizational skills, self-starter
• Ability to adhere to members and Info-Tech Research Group core value as a trusted executive advisor.
• Strong verbal, written, facilitation and presentation skills
• Professional qualifications: CPA, MBA
• Ability to travel approx. 25% of the time, as needed and obtain a TN1 Visa

ITRG is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other legally protected factors. To that end, upon request, ITRG will ensure, to the extent possible, that accommodation be made available to applicants throughout the recruitment and hiring process


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