Financial Services – 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.


Take ownership of your career at CFGI: 


·        Gain exposure to a wide range of industries and/or projects.

·        Make a true business impact with your clients.

·        Own projects from start to finish. 

·        Experience client interaction and thrive in a client-facing role.

·        Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. 

·        Enjoy the flexibility of office/remote/client site work locations (engagement specific).

·        Create your own path.

·        Enjoy what you do!


What you might expect:


·        Preparation of operational due diligence for complex transactions (i.e. – acquisitions & divestitures, stock offerings and debt raises, IPO’s). 

·        Lead liquidity capital planning and management efforts to ensure the client’s financial stability.

·        Accounting projects focused on carving out business units/subsidiaries. 

·        Oversee and implement remodeling initiatives following regulatory evaluations.

·        Apply expertise in Standard GAAP and Statutory Accounting principles to establish accounting functions.

·        Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.

·        Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). 

·        Research and documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606, ASC 326).

·        Draft cost decisions and provide recommendations to boost the company’s capital position.

·        Process improvement projects and implementation of changes.


Who you are:


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

·        Two to five years’ experience in public accounting and/or industry accounting/finance.

·        Preferred background in the Insurance and/or Banking space.

·        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.

CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual’s skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $85,000 – $105,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance.