A logical step for your professional evolution.

In the early stages of your career, there’s a certain level of excitement in being part of a Big 4 accounting firm. The depth of experience and knowledge you gain is also something you really can’t obtain anywhere else.

At CFGI, we continue to attract top-level professionals from Big 4 firms. These are people who are looking to redefine their career trajectories — in a way that aligns with their big-picture goals and lifestyle needs. They quickly appreciate our steady stream of challenging projects, a collegial environment where they can continually grow and evolve, and the opportunity to make more of an impact in their daily work.

The kind of people we look for.

The people we tend to hire have a number of important characteristics. Their persevering spirit is enhanced by a truly collaborative mindset. They are willing to go above and beyond on a daily basis for our valued clients. They take ownership in the integrity and success of each and every project.

In return, CFGI offers compensation packages that exceed the industry norm. We also strive to help our team members maintain a sensible work/life balance — which we feel is essential to reward and maximize the intensity and value of their efforts.

Take a look at our list of available positions, which is continually updated to address our firm’s evolving needs. If CFGI sounds like the right fit, please send your résumé and cover letter to careers@cfgi.com.


Senior Manager

Senior Manager-level financial consultants will work closely with ‘C-level’ management of Fortune 500, mid-cap and start-up companies.  CFGI Senior Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including: report writing, developing and managing relationships with client management, and business development. Ideal candidates will possess the following:

  • Undergraduate degree in Accounting-CPA and/or MBA
  • 8+ years experience in public accounting and/or industry accounting/finance
  • Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams
  • Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting
  • Effective analytical and critical thinking abilities
  • Entrepreneurial nature, self-motivated, ethical and dependable
  • High energy with commitment to quality client service

Manager

Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including: report writing, developing and managing relationships with client management, and business development. Ideal candidates will possess the following:

  • Undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of degree in Accounting
  • 5 to 8 years experience in public accounting and/or industry accounting/finance
  • Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams
  • Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting
  • Effective analytical and critical thinking abilities
  • Entrepreneurial nature, self-motivated, ethical and dependable
  • High energy with commitment to quality client service

Consultant

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. Undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting

  • 2 to 5 years experience in public accounting and/or industry accounting/finance
  • Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams
  • Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting
  • Effective analytical and critical thinking abilities
  • Entrepreneurial nature, self-motivated, ethical and dependable
  • High energy with commitment to quality client service

Tax Accounting and Compliance – Senior Associate

Position Summary: The Sr. Associate of Tax Accounting and Compliance is a dynamic position that prepares and reviews global tax provision computations, tax compliance and special projects. A basic understanding of ASC 740, tax law, general accounting knowledge, and tax compliance is critical. This role has significant visibility to the partner in charge of Tax and will report to an experienced Manager of Tax Accounting and Compliance. Principal Responsibilities:

  • Assist in the preparation and review of quarterly and annual income tax provisions including current and deferred tax analysis in accordance with ASC 740 for multiple clients under the direction of the Tax Director and Tax Partner.
  • Must be knowledgeable in tax accounting theory and tax compliance rules.
  • Prepare quarterly and yearly tax provision and tax return work-paper support.
  • Prepare stand-alone and consolidated federal and state “C-Corp” income tax returns using tax return software.
  • Assist with planning and other special projects.
  • Prepare quarterly and annual estimated payments and extension payments.
  • Work directly with clients on-site as part of an overall tax team.
  • Establish relationships with internal and external tax personnel
  • Support other team members.
  • Perform tax research on various federal, state and international tax issues and prepare memos as needed

Skills/Competencies:

  • Detail oriented; strong research and analytical skills.
  • Excellent organizational skills, ability to multi-task and work under deadlines.
  • Excellent communication skills (oral/written) and interpersonal skills; solid team player.
  • Demonstrated ability to be accountable for independently completing assignments.
  • Experienced with Microsoft Excel and corporate tax return preparation software; GoSystems/OneSource and/or CorpTax a plus.
  • Capable of collaborating and communicating with people of different technical backgrounds and roles
  • Must be self-confident, a self-starter and willing to work in a flexible and dynamic work environment.

Education/Experience Requirements:

  • Minimum of 2-4 years’ overall experience in corporate and/or big-4 public accounting for large organizations.
  • Relevant college degree such as Bachelor’s degree in accounting.
  • Experience in big-4 public accounting firms.
  • Travel – own transportation required; be willing to travel to local client sites.

Tax Accounting and Compliance – Manager

Location: Boston MA or New York

Position Summary: The Manager of Tax Accounting and Compliance is a challenging position that prepares and reviews global tax provision computations, tax compliance and special projects. An understanding of ASC 740, tax law, general accounting knowledge, and tax compliance is critical. This role has significant visibility to the partner in charge of Tax and will report to an experienced Tax Director of Tax Accounting and Compliance or directly to the Partner in Charge of Tax. Principal Responsibilities

  • Assist in the preparation and review of quarterly and annual income tax provisions including current and deferred tax analysis in accordance with ASC 740 for multiple clients under the direction of the tax director and Tax Partner.
  • Must be knowledgeable in tax accounting theory and tax compliance rules.
  • Prepare quarterly and yearly tax provision and tax return work-paper support.
  • Prepare stand-alone and consolidated federal and state “C-Corp” income tax returns using tax return software.
  • Assist with planning and other special projects.
  • Work directly with clients on-site as part of an overall tax team.
  • Establish relationships with internal and external tax personnel.
  • Have experience and continued interest in developing/mentoring junior team members.

Perform tax research on various federal, state and international tax issues and prepare tax memorandum Skills / Competencies

  • Detail oriented; strong research and analytical skills.
  • Excellent organizational skills, ability to multi-task and work under deadlines.
  • Excellent communication skills (oral/written) and interpersonal skills; team player.
  • Demonstrated ability to be accountable for independently completing assignments.
  • Experienced with Microsoft Excel and corporate tax return preparation software; GoSystems/OneSource and/or CorpTax a plus.
  • Capable of collaborating and communicating with people of different technical backgrounds and roles

Must be self-confident, a self-starter and willing to work in a flexible and dynamic work environment. Education/Experience Requirements

  • Minimum of 4 years’ overall experience in corporate and/or Big-4 public accounting for large organizations.
  • Experience in big-4 public accounting firms.
  • Relevant college degree such as Bachelor’s degree in accounting. CPA preferred/MST desirable.
  • Travel – own transportation required; be willing to travel to local client sites.

Senior Manager/Tax Director – Tax Accounting and Compliance

Location: Boston MA or New York

Position Summary: CFGI, Inc. seeks a highly motivated individual to direct and manage its team of tax managers, senior associates and associates in a fast-paced and tax technically challenging work environment.  CFGI consults with some of the largest and smallest clients in the world on technical accounting and tax matters.  Its unique client base ranges from venture backed privately held companies to global multi-billion-dollar Fortune 500 Companies. This provides for a unique work environment for highly motived self-starters to continue and enhance their careers. This position reports directly to the Partner-in-Charge of Tax and will require an in-depth knowledge of corporate global and U.S. planning, tax accounting (“ASC 740”) and compliance.  The individual in this position should have a proven record of building successful tax teams and working closely with executive and operational leadership both within CFGI and within the “C” Suite of executives that are part of CFGI’s client base. Principal Responsibilities:

  • Assist in the Review of quarterly and annual income tax provisions including current and deferred tax analysis in accordance with ASC 740 for multiple clients.
  • Have a deep knowledge base in tax accounting theory and tax compliance rules.
  • Review stand-alone and consolidated federal and state “C-Corp” income tax returns prepared by tax managers and other tax staff.
  • Assist with planning and other special projects.
  • Work directly with clients on-site as part of an overall tax team.
  • Participate and actively contribute to new business development activities.
  • Establish relationships with internal and external tax personnel; support other team members.
  • Experience and continued interest in developing and mentoring junior team members.
  • Have an established track rack record of successful new business development experience.

SKILLS/COMPETENCIES  Excellent organizational skills, ability to multi-task and work under deadlines.

  • Excellent communication skills (oral/written) and interpersonal skills; solid team player.
  • Ability to manage multiple engagements which include consulting, compliance, and tax planning services.
  • Experience managing income tax provision process and related footnote disclosures on an annual and quarterly basis.
  • Exposure to valuation allowance issues, stock compensation, return-to provision adjustments, tax account reconciliations, R&D tax credits, tax basis purchase accounting, IRC Section 382 limitations, elections and incentives available to start-up and large “C” Corporations, exposure to the reporting requirements of APB 23.
  • Analysis and maintenance of inventory of uncertain tax positions, ASC – 740 – 10.
  • Assist with the coordination of U.S. Federal, state and foreign income tax return filings.
  • Have knowledge of Sarbanes Oxley (SOX) standards and internal controls.
  • Supervise, motivate, and train junior level team members.

Education/Experience Requirements:

  • Minimum of 10+ years of broad based, relevant public accounting/or corporate tax experience with significant U.S. GAAP accounting skills.
  • Experience in big-4 public accounting firms.
  • Leadership skills demonstrating the ability to interact effectively with external senior executives for CFGI clients and internal CFGI professionals.
  • Bachelor’s Degree in Accounting or a related field.
  • Master’s in Taxation/or CPA is preferred.
  • Travel – own transportation required; be willing to travel to local client sites.

State Tax Manager

Location: Boston MA or New York

Position Summary: CFGI, Inc. seeks a highly motivated individual to manage its team of tax professionals in a fast-paced and tax technically challenging work environment.  CFGI consults with some of the largest and smallest clients in the world on technical accounting and tax matters.  Its unique client base of venture-backed privately held companies to global multi-billion-dollar fortune 500 Companies provides for a unique environment for highly motived self-starters to continue and enhance their careers.

This position reports directly to the Partner-in-Charge of Tax and will require an in-depth knowledge of corporate state income tax, indirect taxes, and state compliance.  The individual in this position should have a proven record of managing successful tax teams and working closely with executive and operational leadership both within CFGI and within the “C” Suite of executives that are part of CFGI’s client base.

Principal Responsibilities: 

  • Review stand-alone and consolidated state “C-Corp” income tax returns prepared by tax managers and other tax staff.
  • Assist with planning and other special projects.
  • Establish relationships with internal and external tax personnel; support other CFGI team members.
  • Experience and interest in developing and mentoring junior team members.

SKILLS/COMPETENCIES 

  • A track rack record of successful business development experience a plus
  • Knowledge of evaluation process and enhancement of client’s Indirect tax processes and/or systems
  • Possess a deep knowledge of state and local tax sales and use tax laws and regulations
  • Experience with planning, restructuring, audit defense, reverse audits and controversy work
  • Experience with Sales Tax software applications such as Avalara and Vertex.
  • Ability to conduct tax research related to consolidated/unitary filing requirements, apportionment methodologies, and various multi-state issues.
  • Ability to multi-task and work under deadlines.
  • Excellent communication skills (oral/written) and interpersonal skills;
  • Demonstrated ability to be accountable for independently completing assignments. 

Education/Experience Requirements: 

  • Minimum of 5+ years of broad-based, relevant public accounting/or corporate tax experience.
  • Experience in big-4 public accounting firms.
  • Bachelor’s Degree in Accounting or a related field
  • Master’s in Taxation/or CPA/Member of the Bar
  • Travel – own transportation required; be willing to travel to local client sites

RPA – Developer, (Boston or New York)

CFGI is an established industry leader with the resources to successfully navigate today’s complex accounting, reporting, tax and compliance landscape. Our brand is top-flight professionals with in-depth expertise and the ability to fulfill a variety of client needs without the restrictions of auditor independence. This is a unique opportunity to be part of the build out of our RPA practice.

Specific responsibilities/skillsets include:

  • Meet with clients to gain a thorough understand of their business processes
  • Document business processes with conditions, decision logic, and error handling
  • Create automated bots to complete those processes
  • Analyze business process and identifying automation opportunities and assess automation feasibility.
  • Analyzing, understanding and documenting the business processes in detail where required.
  • Develop AS-IS and TO-BE process flows.
  • Identifying and communicating the technical infrastructure requirements to deploy automation solutions.
  • Designing RPA process solutions in accordance with standard principles and conventions.
  • Configuring new RPA processes and objects using core workflow principles that are efficient, well structured, maintainable and easy to understand using Robotics technologies such as UiPath, Automation Anywhere, Blue Prism etc.
  • Creating and maintaining solution documentation.
  • Problem solving issues that arise in day to day running of RPA processes and providing timely responses and solutions as required.
  • Working within project planning constraints, communicating any identified project risks and issues to the delivery/project manager accordingly and providing inputs to the change control process.
  • Creating and documenting test procedures and scenarios for the pre-UAT phases.
  • Supporting the Operational Teams during the UAT and rollout phases

Who you are:

  • Hands on Robotic Process Automation tool experience (Blue Prism, UI Path), and experience with Model Performance Measures
  • Ability to create workflow diagrams, understand business logic, processes and work directly with business clients with minimal supervision
  • Expertise in Microsoft bot framework, cloud integration, Tensorflow, Kera, etc.,
  • Experience with development using Python/SQL/Database Side is required
  • CS or MSI degree preferred, but not required with comparable experience
  • Strong familiarity with automated testing tools like Selenium is a plus, UiPath and/or Automation Anywhere and/or Blue Prism is required
  • Strong familiarity with MS stack (SQL, vb.net -or-c#, MVC), REST services and tools (Swagger or Postman, for example) is a plus
  • Strong understanding of RPA problems with the ability to troubleshoot

Manager – Finance Transformation, Boston, MA

As member of our finance transformation team you work as an extension of our client’s team. Your work will focus on high impact initiatives including process improvement, automation, close acceleration, restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.

Specific responsibilities include:

  • Lead and/or support project teams engaged in the successful delivery of a wide range of Financial Transformation initiatives aligning finance with business strategy in support of the broader organization’s future vision
  • Help develop Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems and recommending an approach leveraging CFGI assets
  • Create strategies and blueprints that define end-to-end finance processes (e.g., Procure to Pay, Order to Cash, Record to Report) and harness the power of robotic process automation to accelerate transaction processing.
  • Identify and support business development initiatives; participate in and lead all aspects of the proposal development process
  • Develop thought capital and disseminate information around current and emerging trends
  • Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace

Who you are:

  • Finance focused with a minimum of 5 years’ experience combined in finance + strategic consulting.
  • Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.
  • Significant engagement management experience as well as business, practice, and people development
  • Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial)
  • Experience with Finance technologies such as Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion, etc.
  • ERP technology understanding SAP / Oracle / Workday)
  • Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients
  • Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions

*Must be able to travel Monday – Thursday


Consultant – Risk Advisory

As a member of CFGI’s rapidly growing Risk Advisory team, you will support CFGI client teams responsible for performing various types of project engagements including SOX compliance reviews, internal audits, and operational reviews of business processes / systems.

Duties and Responsibilities:

  • Contribute to an assortment of risk-based, challenging internal audit assignments and projects
  • Develop business process flowcharts using Visio (or equivalent tools)
  • Create control narratives and risk and control matrices for complex business processes
  • Interact regularly with process / control owners to understand current business processes, key controls, system dependencies, employee roles / responsibilities, etc.
  • Create test plans, gather evidence for testing, and execute testing procedures to determine process / control effectiveness
  • Perform control design evaluations and testing of key controls associated with areas under review
  • Document testing results through high-quality work papers (i.e., clear description of procedures performed and related audit results / observations)
  • Identify root causes of issues and effectively summarize testing results / conclusions
  • Draft formal reports for Manager / Director / Partner review and issuance to clients
  • Propose meaningful and cost-effective recommendations / solutions for process and/or control improvement to support client remediation needs
  • Demonstrate creativity in problem solving and optimizing efficiency and effectiveness of assigned tasks

Furthermore, all Risk Advisory team members, from the Consultant level and up, build their skills by assisting the Firm’s leadership with internal responsibilities for training, internal projects, and the continual improvement of the team. All team members are also encouraged to help nurture and contribute to CFGI’s dynamic and vibrant work culture through various team building and social events

Requirements:

  • 2+ years experience working in an internal audit / risk advisory role, either in public accounting and/or industry
  • Bachelor’s degree in Accounting or Finance
  • CPA / CIA preferred
  • Solid working knowledge of GAAP, SOX, and COSO
  • Willing to take direction from experienced practitioners in return for learning the art and science of internal auditing
  • Strong PC skills and proficiency with Microsoft Office Suite, specifically Microsoft Excel (or similar tools) for data analysis and reporting purposes
  • Positive attitude / demeanor, with curiosity to learn and do things better
  • Highly motivated and proactive, with strong organization and project management skills
  • Ability to multi-task and manage assignments to achieve established deadlines
  • Detail oriented, critical thinker with strong analytical skills
  • Excellent oral / written communication and interpersonal skills
  • Commitment to quality client service and deliverables
  • Team player, capable of assimilating easily into teams
  • Flexible and adaptable to change
  • Entrepreneurial nature, self-motivated, ethical, and dependable
  • Excellent work ethic, including a willingness to work the hours necessary to get the job done (i.e., when important client deadlines must be met)

Working Conditions:

  • Working at main CFGI office or client locations
  • Willingness to travel up to 50%, although personal preferences / circumstances shall be considered

Consultant – Risk Advisory

As a member of CFGI’s rapidly growing Risk Advisory team, you will lead the day-to-day management and quality assurance oversight of CFGI client teams responsible for performing various types of project engagements including SOX compliance reviews, internal audits, and operational reviews of business processes / systems.

Duties and Responsibilities:

  • Contribute to an assortment of risk-based, challenging internal audit assignments and projects
  • Draft and/or quality review engagement scope, project plans / budgets, risk assessments, internal control test plans and specific testing procedures
  • Interact regularly with process / control owners to understand current business processes, key controls, system dependencies, employee roles / responsibilities, etc.
  • Lead client and project meetings, including business process walkthroughs, project status updates, and reporting of results
  • Develop and/or quality review business process flowcharts using Visio (or equivalent tools)
  • Create and/or quality review control narratives and risk and control matrices for complex business processes
  • Perform control design evaluations of process areas under review
  • Quality review testing results / workpapers of CFGI team members aimed at determining process / control effectiveness
  • Ensure high-quality work papers and client deliverables through both preparation and review
  • Identify root causes of issues and effectively summarize project results in a way that can be easily understood by CFGI Directors / Partners, client management, the Audit Committee, external auditors, etc.
  • Propose meaningful and cost-effective recommendations / solutions for process and/or control improvement to support client remediation needs
  • Prepare year-end evaluations of open deficiencies (in association with clients and/or external auditors) as required by SOX
  • Draft and/or quality review formal reports for Director / Partner review and issuance to clients
  • Manage relationships with key client contacts and CFGI team members
  • Assist with managing and reporting engagement economics and associated budget vs. actual analyses
  • Demonstrate creativity in problem solving and optimizing the efficiency and effectiveness of assigned tasks and overall team performance

Furthermore, all Risk Advisory team members build their skills by assisting the Firm’s leadership with internal responsibilities for training, internal projects, and the continual improvement of the team.  All team members are also encouraged to help nurture and contribute to CFGI’s dynamic and vibrant work culture through various team building and social events.

Requirements:

  • 5+ years experience working in an internal audit / risk advisory role, either in public accounting and/or industry
  • Bachelor’s degree in Accounting or Finance
  • CPA / CIA / MBA preferred
  • Solid working knowledge of GAAP, SOX, and COSO
  • Willing to take direction from experienced practitioners in return for learning the art and science of internal auditing
  • Strong PC skills and proficiency with Microsoft Office Suite, specifically Microsoft Excel (or similar tools) for data analysis and reporting purposes
  • Positive attitude / demeanor, with curiosity to learn and do things better
  • Highly motivated and proactive, with strong organization and project management skills
  • Ability to multi-task and manage assignments to achieve established deadlines
  • Detail oriented, critical thinker with strong analytical skills
  • Prescience to anticipate / mitigate problems or delays before they materialize
  • Excellent oral / written communication and interpersonal skills
  • Commitment to quality client service and deliverables
  • Team player, capable of assimilating easily into teams and managing conflict
  • Flexible and adaptable to change
  • Entrepreneurial nature, self-motivated, ethical, and dependable
  • Excellent work ethic, including a willingness to work the hours necessary to get the job done (i.e., when important client deadlines must be met)
  • Market facing professional presence, with experience selling to new clients and/or expanding services to existing clients

Working Conditions:

  • Working at main CFGI office or client locations
  • Willingness to travel up to 30%, although personal preferences / circumstances shall be considered