Our consultants work as part of a team with other CFGI professionals, Big 4 auditors and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings and developing a strong relationship with client management.
CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to assist the office of the CFO through a range of routine and complex business scenarios.
Fund Administration (75% of time): · Support the legal entity management function including working with internal and external parties on forming, modifying and liquidating legal entities.
Investor Request Management (100% of time): · Utilize Salesforce system to manage inbound requests for the designated Fund Families, maintaining ownership of all inquiries from higher tier investors.