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.