Financial Services – Manager

Financial Services – 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. 


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


·        Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions.  

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

·        Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. – acquisitions & divestitures, stock offerings and debt raises, IPO’s). 

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

·        Oversee and implement remodeling initiatives following regulatory evaluations. 

·        Review of Consultants’ deliverables 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. 

·        Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultant’s overall experience. 

·        Participate in the firm’s recruiting efforts, client relationship building and business development efforts. 


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. 

·        Six to eight 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. 

·        Proactive in identifying client needs and effective in building a strong relationship with clients.  

·        Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.  

·        Effective analytical and critical thinking abilities. 

·        Entrepreneurial nature, self-motivated, ethical, and dependable. 

·        High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.