Current Openings

Accounting Advisory – 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). 

Accounting projects focused on carving out business units/subsidiaries. 

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

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.

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.

Accounting Advisory – 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). 

Accounting projects focused on carving out business units/subsidiaries. 

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Process improvement projects and implementation of changes.

Who you are:

Undergraduate degree – ACA, ACCA, CA, 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 IFRS, U.K. GAAP.

Effective analytical and critical thinking abilities.

Entrepreneurial nature, self-motivated, ethical and dependable.

High energy with commitment to quality client service.

Accounting Advisory – 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). 

Accounting projects focused on carving out business units/subsidiaries. 

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Process improvement projects and implementation of changes.

Who you are:

Undergraduate degree – ACA, ACCA, CA, 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 IFRS, U.K. GAAP.

Effective analytical and critical thinking abilities.

Entrepreneurial nature, self-motivated, ethical and dependable.

High energy with commitment to quality client service.

Accounting Advisory – 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). 

Accounting projects focused on carving out business units/subsidiaries. 

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Process improvement projects and implementation of changes.

Who you are:

Undergraduate degree – ACA, ACCA, CA, 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 IFRS, U.K. GAAP.

Effective analytical and critical thinking abilities.

Entrepreneurial nature, self-motivated, ethical and dependable.

High energy with commitment to quality client service.

Accounting Advisory – 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). 

Accounting projects focused on carving out business units/subsidiaries. 

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

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.

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.

Accounting Advisory – 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). 

Accounting projects focused on carving out business units/subsidiaries. 

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Process improvement projects and implementation of changes.

Who you are:

Undergraduate degree – ACA, ACCA, CA, 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 IFRS, U.K. GAAP.

Effective analytical and critical thinking abilities.

Entrepreneurial nature, self-motivated, ethical and dependable.

High energy with commitment to quality client service.

Accounting Advisory – 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). 

Accounting projects focused on carving out business units/subsidiaries. 

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Process improvement projects and implementation of changes.

Who you are:

Undergraduate degree – ACA, ACCA, CA, 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 IFRS, U.K. GAAP.

Effective analytical and critical thinking abilities.

Entrepreneurial nature, self-motivated, ethical and dependable.

High energy with commitment to quality client service.

Accounting Advisory – 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). 

Accounting projects focused on carving out business units/subsidiaries. 

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

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.

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.

Accounting Advisory – 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. 

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

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

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.

6 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.

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.

Accounting Advisory – Manager

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). 

Accounting projects focused on carving out business units/subsidiaries. 

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Process improvement projects and implementation of changes.

Who you are:

Undergraduate degree – ACA, ACCA, CA, 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 IFRS, U.K. GAAP.

Effective analytical and critical thinking abilities.

Entrepreneurial nature, self-motivated, ethical and dependable.

High energy with commitment to quality client service.

Accounting Advisory – Manager

Manager-level financial consultants work closely with senior management of FTSE 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.

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 a flexibility working environment – office/remote/client site (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. 

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

Review of Consultants’ deliverables of financial and regulatory information in accordance with regulatory requirements

Research & documentation projects related to new accounting standards

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 – ACA, ACCA, CA, CPA and/or MBA combined with solid accounting experience will be considered in lieu of a 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 IFRS, U.K. GAAP.

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.

Accounting Advisory – Manager

Manager-level financial consultants work closely with senior management of FTSE 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.

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 a flexibility working environment – office/remote/client site (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. 

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

Review of Consultants’ deliverables of financial and regulatory information in accordance with regulatory requirements

Research & documentation projects related to new accounting standards

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 – ACA, ACCA, CA, CPA and/or MBA combined with solid accounting experience will be considered in lieu of a 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 IFRS, U.K. GAAP.

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.

Accounting Advisory – Manager

Manager-level financial consultants work closely with senior management of FTSE 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.

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 a flexibility working environment – office/remote/client site (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. 

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

Review of Consultants’ deliverables of financial and regulatory information in accordance with regulatory requirements

Research & documentation projects related to new accounting standards

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 – ACA, ACCA, CA, CPA and/or MBA combined with solid accounting experience will be considered in lieu of a 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 IFRS, U.K. GAAP.

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.

Accounting Advisory – Manager

Manager-level financial consultants work closely with senior management of FTSE 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.

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 a flexibility working environment – office/remote/client site (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. 

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

Review of Consultants’ deliverables of financial and regulatory information in accordance with regulatory requirements

Research & documentation projects related to new accounting standards

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 – ACA, ACCA, CA, CPA and/or MBA combined with solid accounting experience will be considered in lieu of a 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 IFRS, U.K. GAAP.

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.

Accounting Advisory – 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. 

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

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 & documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

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.

6 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.

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.

Accounting Advisory – Senior Manager

Senior Manager-level financial consultants will work closely with ‘C-level’ management of FTSE 100, 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.

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:

Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.

Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions & divestitures, stock offerings and debt raises).

Drive client deliverables of financial and regulatory information in accordance with regulatory requirements.

Serve as an expert matter on projects related to new accounting standards.

Lead process improvement projects and implementation of changes.

Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback.

Lead firm initiatives and identify areas for improvements.

Play an active role in the firm’s recruiting efforts, client relationship building and business development efforts.

Who you are:

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

8+ years’ experience in public accounting and/or industry accounting/finance.

Outstanding interpersonal, written, and oral communication skills and ability to assimilate easily into teams.

Strong technical skills and a working knowledge of IFRS, UK GAAP and U.S. GAAP.

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

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

Effective analytical and critical thinking abilities.

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

Commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

Consistently seeks opportunities to enhance your skills by attending higher-level training, developing firm training materials, and enhancing the overall firm knowledge base.

Accounting Advisory – Senior Manager

Senior Manager-level financial consultants will work closely with ‘C-level’ management of FTSE 100, 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.

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:

Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.

Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions & divestitures, stock offerings and debt raises).

Drive client deliverables of financial and regulatory information in accordance with regulatory requirements.

Serve as an expert matter on projects related to new accounting standards.

Lead process improvement projects and implementation of changes.

Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback.

Lead firm initiatives and identify areas for improvements.

Play an active role in the firm’s recruiting efforts, client relationship building and business development efforts.

Who you are:

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

8+ years’ experience in public accounting and/or industry accounting/finance.

Outstanding interpersonal, written, and oral communication skills and ability to assimilate easily into teams.

Strong technical skills and a working knowledge of IFRS, UK GAAP and U.S. GAAP.

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

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

Effective analytical and critical thinking abilities.

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

Commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

Consistently seeks opportunities to enhance your skills by attending higher-level training, developing firm training materials, and enhancing the overall firm knowledge base.

Accounting Advisory – Senior Manager

Senior Manager-level financial consultants will work closely with ‘C-level’ management of FTSE 100, 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.

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:

Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.

Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions & divestitures, stock offerings and debt raises).

Drive client deliverables of financial and regulatory information in accordance with regulatory requirements.

Serve as an expert matter on projects related to new accounting standards.

Lead process improvement projects and implementation of changes.

Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback.

Lead firm initiatives and identify areas for improvements.

Play an active role in the firm’s recruiting efforts, client relationship building and business development efforts.

Who you are:

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

8+ years’ experience in public accounting and/or industry accounting/finance.

Outstanding interpersonal, written, and oral communication skills and ability to assimilate easily into teams.

Strong technical skills and a working knowledge of IFRS, UK GAAP and U.S. GAAP.

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

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

Effective analytical and critical thinking abilities.

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

Commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

Consistently seeks opportunities to enhance your skills by attending higher-level training, developing firm training materials, and enhancing the overall firm knowledge base.

Accounting Advisory – Senior Manager

Senior Manager-level financial consultants will work closely with ‘C-level’ management of FTSE 100, 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.

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:

Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.

Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions & divestitures, stock offerings and debt raises).

Drive client deliverables of financial and regulatory information in accordance with regulatory requirements.

Serve as an expert matter on projects related to new accounting standards.

Lead process improvement projects and implementation of changes.

Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback.

Lead firm initiatives and identify areas for improvements.

Play an active role in the firm’s recruiting efforts, client relationship building and business development efforts.

Who you are:

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

8+ years’ experience in public accounting and/or industry accounting/finance.

Outstanding interpersonal, written, and oral communication skills and ability to assimilate easily into teams.

Strong technical skills and a working knowledge of IFRS, UK GAAP and U.S. GAAP.

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

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

Effective analytical and critical thinking abilities.

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

Commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

Consistently seeks opportunities to enhance your skills by attending higher-level training, developing firm training materials, and enhancing the overall firm knowledge base.

Accounting Advisory – Senior Manager

Senior Manager-level financial consultants will work closely with ‘C-level’ management of FTSE 100, 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.

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:

Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.

Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions & divestitures, stock offerings and debt raises).

Drive client deliverables of financial and regulatory information in accordance with regulatory requirements.

Serve as an expert matter on projects related to new accounting standards.

Lead process improvement projects and implementation of changes.

Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback.

Lead firm initiatives and identify areas for improvements.

Play an active role in the firm’s recruiting efforts, client relationship building and business development efforts.

Who you are:

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

8+ years’ experience in public accounting and/or industry accounting/finance.

Outstanding interpersonal, written, and oral communication skills and ability to assimilate easily into teams.

Strong technical skills and a working knowledge of IFRS, UK GAAP and U.S. GAAP.

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

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

Effective analytical and critical thinking abilities.

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

Commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

Consistently seeks opportunities to enhance your skills by attending higher-level training, developing firm training materials, and enhancing the overall firm knowledge base.

Accounting Advisory – 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.

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:

Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.  

Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions & divestitures, stock offerings and debt raises).

Drive client 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).

Serve as an expert matter on projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Lead process improvement projects and implementation of changes.

Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback. 

Lead firm initiatives and identify areas for improvements. 

Play an active role 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.

8+ years’ experience in public accounting and/or industry accounting/finance.

Outstanding 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 the 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. 

Consistently seeks opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base.

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: $150,000 – $190,000. 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.  

Accounting Advisory – 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.

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:

Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.  

Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions & divestitures, stock offerings and debt raises).

Drive client 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).

Serve as an expert matter on projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Lead process improvement projects and implementation of changes.

Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback. 

Lead firm initiatives and identify areas for improvements. 

Play an active role 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.

8+ years’ experience in public accounting and/or industry accounting/finance.

Outstanding 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 the 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. 

Consistently seeks opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base.

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: $150,000 – $180,000. 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.  

Accounting Advisory – 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.

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:

Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.  

Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions & divestitures, stock offerings and debt raises).

Drive client 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).

Serve as an expert matter on projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Lead process improvement projects and implementation of changes.

Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback. 

Lead firm initiatives and identify areas for improvements. 

Play an active role 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.

8+ years’ experience in public accounting and/or industry accounting/finance.

Outstanding 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 the 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. 

Consistently seeks opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base.

Accounting Advisory – 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.

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:

Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.  

Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions & divestitures, stock offerings and debt raises).

Drive client 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).

Serve as an expert matter on projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Lead process improvement projects and implementation of changes.

Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback. 

Lead firm initiatives and identify areas for improvements. 

Play an active role 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.

8+ years’ experience in public accounting and/or industry accounting/finance.

Outstanding 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 the 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. 

Consistently seeks opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base.

Must be willing to travel to client sites up to 5 days per week.

Accounting Advisory – 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.

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:

Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.  

Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions & divestitures, stock offerings and debt raises).

Drive client 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).

Serve as an expert matter on projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606).

Lead process improvement projects and implementation of changes.

Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback. 

Lead firm initiatives and identify areas for improvements. 

Play an active role 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.

8+ years’ experience in public accounting and/or industry accounting/finance.

Outstanding 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 the 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. 

Consistently seeks opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base.

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: $150,000 – $180,000. 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.  

Business Transformation – Data and Analytics Consultant

·       Hands-on experience translating data and analytics into actionable insights with ability to create reports and present observations to clients in a clear and concise manner.

·       Able to design and execute the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets.

·       Strong problem-solving skills with ability to work independently, owning and driving projects from requirements through execution by implementing various data analytics solutions.

·       Work closely with stakeholders to understand their business needs, developing and maintaining strong internal and client relationships to manage cross-functional projects/initiatives.

·       Consultant-level candidates will also have project management experience in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation.

·       Must be able to effectively communicate complex, technical topics to a novice, non-technical audience with a passion for collaboration, learning new technologies, and client success.

·       Ability to manage individual workflow and task responsibilities.

Skills and Competencies:

·       Alteryx

·       Power Automate

·       PowerBI

·       Tableau

·       Data Architecture

·       Data Modeling / Analytics

·       Strong Excel skills

·       Finance/Accounting background

·       Data Science

·       Data Visualization

·       Solution Architecture

·       Workflow Automation

·       Programming (e.g., SQL, Java, Python, R)

·       RDMS (relational database management systems)

·       Exposure to data platforms (e.g., Snowflake, Databricks)

·       Data Engineering

Qualifications & Capabilities:

We would like individuals to have a balanced breakdown of the following skills:

1) Must have: The candidate should have strong soft skills and general areas of technical competence, as this is the backbone of the candidate’s day to day work in the Business Transformation group here at CFGI.

2) ‘Major’ concentration: At least one technical skill that the user is Certified in and has been using on a consistent basis for 2+ years; Considers themselves near ‘fluent’ or ‘super-user’.

3) ‘Minor’ concentrations:  At least 2+ technical skills that the individual has at the very least.

Must Have (Core Experience):

·       Bachelor’s degree is required; educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, Computer Science is preferred.

·       CPA or other relevant designations are preferred.

·       Analytics background and experience, preferably in a client service environment.

·       Solid communication, teaming, presentation and project management skills.

·       Ability to research and generate ad-hoc solutions to problems.

·       Strong Excel skills – Using formulas (VLOOKUP, SUMIF, IF statements, INDEX/MATCH etc.).

Major/Minor Competencies:

·       ETL Automation: Alteryx.

·       Visualization: Tableau / MSFT PowerBI.

·       Code-Based: Python (R acceptable but not preferred).

·       Data Query: SQL (T-SQL) / (mySQL acceptable but not preferred).

·       Relational Data: Understanding of Database syntax (Table Structure, Joins, Filters).

Business Transformation – Data and Analytics Manager

·       Hands-on experience translating data and analytics into actionable insights with ability to create reports and present observations to clients in a clear and concise manner.

·       Able to design and execute the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets.

·       Strong problem-solving skills with ability to work independently, owning and driving projects from requirements through execution by implementing various data analytics solutions.

·       Work closely with stakeholders to understand their business needs, developing and maintaining strong internal and client relationships to manage cross-functional projects/initiatives.

·       Manager-level candidates will also have project management experience in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation.

·       Must be able to effectively communicate complex, technical topics to a novice, non-technical audience with a passion for collaboration, learning new technologies, and client success.

·       Ability to manage individual workflow and task responsibilities.

Skills and Competencies:

·       Alteryx

·       Power Automate

·       PowerBI

·       Tableau

·       Data Architecture

·       Data Modeling / Analytics

·       Strong Excel skills

·       Finance/Accounting background

·       Data Science

·       Data Visualization

·       Solution Architecture

·       Workflow Automation

·       Programming (e.g., SQL, Java, Python, R)

·       RDMS (relational database management systems)

·       Exposure to data platforms (e.g., Snowflake, Databricks)

·       Data Engineering

Qualifications & Capabilities:

We would like individuals to have a balanced breakdown of the following skills:

1) Must have: The candidate should have strong soft skills and general areas of technical competence, as this is the backbone of the candidate’s day to day work in the Business Transformation group here at CFGI.

2) ‘Major’ concentration: At least one technical skill that the user is Certified in and has been using on a consistent basis for 2+ years; Considers themselves near ‘fluent’ or ‘super-user’.

3) ‘Minor’ concentrations:  At least 2+ technical skills that the individual has at the very least.

Must Have (Core Experience):

·       Bachelor’s degree is required; educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, Computer Science is preferred.

·       CPA or other relevant designations are preferred.

·       Analytics background and experience, preferably in a client service environment.

·       Solid communication, teaming, presentation and project management skills.

·       Ability to research and generate ad-hoc solutions to problems.

·       Strong Excel skills – Using formulas (VLOOKUP, SUMIF, IF statements, INDEX/MATCH etc.).

Major/Minor Competencies:

·       ETL Automation: Alteryx.

·       Visualization: Tableau / MSFT PowerBI.

·       Code-Based: Python (R acceptable but not preferred).

·       Data Query: SQL (T-SQL) / (mySQL acceptable but not preferred).

·       Relational Data: Understanding of Database syntax (Table Structure, Joins, Filters).

Business Transformation – Data and Analytics Senior Manager

·       Hands-on experience translating data and analytics into actionable insights with ability to create reports and present observations to clients in a clear and concise manner.

·       Able to design and execute the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets.

·       Strong problem-solving skills with ability to work independently, owning and driving projects from requirements through execution by implementing various data analytics solutions.

·       Work closely with stakeholders to understand their business needs, developing and maintaining strong internal and client relationships to manage cross-functional projects/initiatives.

·       Senior Manager-level candidates must have project management experience in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation.

·       Must be able to effectively communicate complex, technical topics to a novice, non-technical audience with a passion for collaboration, learning new technologies, and client success.

·       Ability to manage individual and supporting staff workflows and task responsibilities.

Skills and Competencies:

·       Alteryx

·       Power Automate

·       PowerBI

·       Tableau

·       Data Architecture

·       Data Modeling / Analytics

·       Strong Excel skills

·       Finance/Accounting background

·       Data Science

·       Data Visualization

·       Solution Architecture

·       Workflow Automation

·       Programming (e.g., SQL, Java, Python, R)

·       RDMS (relational database management systems)

·       Exposure to data platforms (e.g., Snowflake, Databricks)

·       Data Engineering

Qualifications & Capabilities:

We would like individuals to have a balanced breakdown of the following skills:

1) Must have: The candidate should have strong soft skills and general areas of technical competence, as this is the backbone of the candidate’s day to day work in the Business Transformation group here at CFGI.

2) ‘Major’ concentration: At least one technical skill that the user is Certified in and has been using on a consistent basis for 2+ years; Considers themselves near ‘fluent’ or ‘super-user’.

3) ‘Minor’ concentrations:  At least 2+ technical skills that the individual has at the very least.

Must Have (Core Experience):

·       Bachelor’s degree is required; educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, and Computer Science is preferred.

·       CPA or other relevant designations are preferred.

·       Analytics background and experience, preferably in a client service environment.

·       Solid communication, teaming, presentation and project management skills.

·       Ability to research and generate ad-hoc solutions to problems.

·       Strong Excel skills – Using formulas (VLOOKUP, SUMIF, IF statements, INDEX/MATCH etc.).

Major/Minor Competencies:

·       ETL Automation: Alteryx.

·       Visualization: Tableau / MSFT PowerBI.

·       Code-Based: Python (R acceptable but not preferred).

·       Data Query: SQL (T-SQL) / (mySQL acceptable but not preferred).

·       Relational Data: Understanding of Database syntax (Table Structure, Joins, Filters).

Business Transformation – FP&A Manager

·       The FP&A Manager is a key member of the Business Transformation team and will help influence clients’ financial and business decisions. 

·       Lead and/or support project teams engaged in the successful delivery of a wide range of Business 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. 

·       Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. 

·       Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. 

·       Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. 

·       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. 

Preferred Skills: 

·       Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion).

·       Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics). 

·       Project Management experience is a plus. 

·       Experience in the financial services and/or life sciences industries preferred.

Qualifications and Capabilities: 

·       Finance focused with a minimum of five years’ experience in finance and/or accounting, with prior professional services experience. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required. 

·       Exceptional understanding of the FP&A function within a finance organization. 

·       In-depth understanding of three statement financials and associated modelling. 

·       Significant engagement management experience as well as business, practice, and people development. 

·       Ability to concurrently manage internal firm and external client requirements. 

·       Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. 

·       Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). 

·       Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. 

·       ERP technology understanding (SAP / Oracle / Workday, etc.). 

·       Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients. 

·       Demonstrated ability to clearly communicate with executive level clients, document requirements, and articulate the value proposition and business case for various FP&A and BT solutions. 

Business Transformation – FP&A Managing Director

 Roles and Responsibilities: 

·       Lead and/or support project teams engaged in the successful delivery of a wide range of Business 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. 

·       Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. 

·       Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. 

·       Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. 

·       Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. 

Preferred Skills: 

·            Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion). 

·            Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).  

·            Project Management experience is a plus.

Qualifications and Capabilities:

·       Finance focused with a minimum of ten years’ experience in finance and/or accounting. Client service experience in top professional services firms (i.e., Big 4) is required. 

·       Advanced understanding of the FP&A function within a finance organization. 

·       Extensive experience and understanding of three statement financials and associated modelling. 

·       Significant engagement management experience as well as business, practice, and people development. 

·       Ability to concurrently manage internal firm and external client requirements. 

·       Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. 

·       Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). 

·       Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. 

·       ERP technology understanding (SAP / Oracle / Workday, etc.). 

·       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. 

Business Transformation – FP&A Senior Manager

·       The FP&A Senior Manager is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions. 

·       Lead and/or support project teams engaged in the successful delivery of a wide range of Business 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. 

·       Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. 

·       Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. 

·       Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. 

·       Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. 

Preferred Skills: 

·       Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion). 

·       Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).

·       Project Management experience is a plus.

·       Experience in the financial services and or life sciences industries preferred.

Qualifications and Capabilities: 

·       Finance-focused with a minimum of eight years of experience in finance and/or accounting. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required. 

·       Advanced understanding of the FP&A function within a finance organization. 

·       Extensive experience and understanding of three statement financials and associated modelling. 

·       Significant engagement management experience as well as business, practice, and people development. 

·       Ability to concurrently manage internal firm and external client requirements. 

·       Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. 

·       Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). 

·       Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. 

·       ERP technology understanding (SAP / Oracle / Workday, etc.). 

·       Experience leading projects/teams 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. 

Business Transformation – FP&A Senior Manager (Life Sciences)

·       Lead and/or support project teams engaged in the successful delivery of a wide range of FP&A initiatives aligning finance with business strategy.

·       Help develop Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.

·       Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.

·       Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.

·       Identify and support CFGI 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 eight years’ experience in finance and/or accounting, with experience working in the Pharma, Biotech, Medical devices, or any other Life Sciences industries. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required.

·       Experienced with building a Gross-to-Net revenue model, as well as robust assumptions around research contract work, clinical trials, manufacturing, and commercial activities.

·       Advanced understanding of the FP&A function within a finance organization.

·       Extensive experience and understanding of three statement financials and associated modelling.

·       Significant engagement management experience as well as business, practice, and people development.  Ability to concurrently manage internal firm and external client requirements.

·       Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus.

·       Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial).

·       Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus.

·       ERP technology understanding (SAP / Oracle / Workday, etc.).

·       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. 

Business Transformation – Intacct Project Manager

·       Prepare and work with a detailed plan to complete project activities.

·       Drive business process discussions and business requirements.

·       Identify gaps between requirements and standard system functionality.

·       Identify any required customizations and work with development team through development, testing and deployment.

·       Guide and perform data conversions.

·       Facilitate and lead testing preparation, execution, and training.

·       Maintain detailed project documentation.

·       Prepare and communicate project status.

·       Ability to manage a team of consultants toward the shared goals of the project.

·       Proactively manage changes in project scope, identify potential out of scope activities, and devise contingency plans.

·       Work with leadership and other team members to develop best practices and tools for project execution and management.

Preferred Skills:

·       Demonstrated success managing client – facing technology implementations.

·       Experience working both independently and in a team-oriented, collaborative environment.

·       Prior consulting experience within a professional services setting is preferred.

·       Strong conceptual, analytic, and problem-solving skills.

·       Strong project and time management skills.

·       Ability to work under pressure, meet deadlines, and work on multiple projects simultaneously.

·       Must be a team player and be able to effectively interact with staff at all levels of the firm.

·       Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, Project. Smartsheet.

Qualifications and Capabilities:

·       Bachelor’s degree, preferably in Management Information Systems, Accounting, or Business.

·       Expertise in Intacct is required. An ideal candidate would have implementation experience in other ERP applications, such as NetSuite, Oracle, SAP, Microsoft Dynamics, Epicor, Deltek, or Infor.

·       Three plus years of experience in a business analyst or process automation position.

·       Three plus years implementing Manufacturing / Supply Chain / Financials software, ideally with a software or consulting/partner firm.

Business Transformation – Intacct Technical Lead

·       Partner with functional consultants and developer resources to oversee and execute the end-to-end design, testing, and deployment of customized solutions in Intacct using the latest development standards.

·       Participate in all aspects of the application development lifecycle, including analysis, design, development, testing, and documentation.

·       Test and validate software fixes and upgrades.

·       Manage and maintain proper change and version control.

·       Configure and maintain Intacct workflows.

·       Create and configure Intacct Forms and Reports.

·       Build, develop, and test detailed technical designs for business solution components and prototypes.

·       Collaborate with functional solution consultants and project management resources on engagements to help drive overall project success.

·       Evaluate and optimize Intacct integrations.

·       Integrate various technologies into Intacct with incorporated tools and applications.

·       Troubleshoot issues that arise during QA review and UAT periods.

·       Provide on-going post implementation support to optimize user adoption and Intacct configuration.

Preferred Skills:

·       Independent solutioning of complex processes on Intacct.

·       Ability to lead and direct a team of technical resources.

·       Experience in the life sciences, manufacturing, financial services, and professional services industries are preferred.

·       Experience working with Agile development frameworks.

·       Preferred Certifications: Intacct Accounting Certified Consultant; Intacct Implementation Certified Consultant.

Qualifications and Capabilities:

·       Five plus years of hands-on Intacct development or industry experience with Intacct administration and configuration experience in complex environments.

·       Five plus years of experience in ERP project management and/or ERP system administration.

·       Two plus years of experience in Intacct development; modifying old scripts and workflows, as well as developing new customizations and workflows, Intacct Web Services, and complex Smart Rules.

·       Experienced manager with the ability to oversee a team of developer resources.

·       Strong understanding of JavaScript or Python.

·       Eagerness to mentor junior staff.

Business Transformation – IPO Readiness Operational Transformation Specialist (Senior Manager/Director)

Location Agnostic

*Must be open to potential travel Monday – Thursday

Roles and Responsibilities:

·       Lead project teams engaged in the successful delivery of CFGI’s Operational Excellence service offering.

·       Create and execute a comprehensive implementation plan to streamline financial close, consolidation, and financial reporting to prepare clients for public offering or a merger/acquisition.

·       Perform current state assessments to define the client’s existing RTR, PTP, and OTC, processes, identifying systems, data flow, stakeholders, manual requirements, client pain points, inefficiencies, risks, and opportunities.

·       Advise on procedural improvements resulting from more optimized use of existing technology and automation in the RTR, PTP, and OTC processes.

·       Recommend strategic technology investments to address client challenges and align the process with their overall business strategy.

·       Build and manage a dedicated team focused on supporting capital markets and IPO-related activities.

·       Provide industry expertise and insights to develop best-in-class practices for public companies.

·       Serve as liaison between the client’s leadership and functional teams to bridge organizational strategy with process optimization at the task level.

·       Help develop Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems and recommending an approach leveraging CFGI assets.

·       Identify and support business development initiatives; participate in and lead aspects of the proposal development process.

·       Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, and the broader marketplace.

·       Assume tasks within the defined scope to drive execution and delivery, as needed.

·       Identify when additional CFGI resources might be needed to support additional tasks or expanded scope.

·       Streamline and automate timely reporting of project status to key stakeholders.

·       Facilitate upward communication as requested with Project Sponsors, Executive Leadership or Board of Directors.

·       Constantly be present in client conversations to uncover new needs and be able to speak to CFGI service offerings that can benefit the client and address their needs.

·       Maintain a clear focus on providing exceptional client service at every opportunity.

·       Fully develop and maintain client relationships at all levels within the client’s organization to gain stakeholder trust, become a true business partner that can communicate complex ideas, and gain stakeholder buy-in.

·       Actively participate in the development of the Business Transformation practice and related infrastructure.

·       Maintain a professional and positive attitude.

Preferred Skills:

·       Operational experience as a Controller at a public company, or in a senior accounting role during a company’s public offering or investor transaction.

·       Proven experience in engagement management, leading projects and project teams.

·       Experience in successfully bringing a company public or working for a public company during an IPO is a plus.

·       Effective communication skills, including the ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for Business Transformation solutions.

·       Independent leadership abilities, capable of driving successful outcomes and ensuring client satisfaction in client engagements.

·       Strong project management skills, enabling timely reporting and progress updates.

·       Willingness to actively participate in internal business leadership, practice development, and initiatives focused on growth and development of team members.

Qualifications and Capabilities:

·       A motivated finance-focused individual with a minimum of 10+ years of combined experience in operational finance and accounting at a public company and finance and strategic consulting.

·       Demonstrated ability to successfully lead transformation teams in various aspects of the transformation journey, including strategy development, planning, delivery, and execution.

·       Experience in professional service consulting and/or client engagement management.

·       In-depth knowledge of the end-to-end record-to-report (R2R) process, encompassing pre-close set up, AP cutoff, close, consolidation, financial reporting, and oversight of technical accounting policy.

·       Ability to define best-in-class practices for all aspects of financial reporting (chart of accounts, journal entries, intercompany transfers and allocations, AP, AR, and asset management).

·       Familiarity with ERP and financial close software such as SAP, Workday, NetSuite, Sage Intacct, FloQast, Blackline, etc.

·       Project management experience is a plus, showcasing the ability to plan, organize, and execute projects effectively.

·       Experience in the biotech, pharmaceuticals, or life sciences industries is a plus, indicating an understanding of their specific procurement needs and regulations.

Business Transformation – NetSuite Project Manager

·       Preparing and working with a detailed plan to complete project activities.

·       Driving business process discussions and business requirements.

·       Identifying gaps between requirements and standard system functionality.

·       Identifying any required customizations and working with development team through development, testing and deployment.

·       Guiding/performing data conversions.

·       Facilitating and leading testing preparation, execution, and trainings.

·       Maintaining detailed project documentation; preparing and communicating project status.

·       Ability to manage a team of consultants toward the shared goals of the project.

·       Proactively manage changes in project scope, identify potential out of scope activities, and devise contingency plans.

·       Working with leadership and other team members to develop best practices and tools for project execution and management.

Preferred Skills:

·       Demonstrated success managing client-facing technology implementations.

·       Experience working both independently and in a team-oriented, collaborative environment is essential.

·       Prior consulting experience within a professional services setting is preferred.

·       Strong conceptual, analytic, and problem-solving skills.

·       Strong project and time management skills.

·       Ability to work under pressure, meet deadlines, and work on multiple projects simultaneously.

·       Must be a team player and be able to effectively interact with staff at all levels of the firm.

·       Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, Project, and Smartsheet.

Qualifications and Capabilities:

·       Bachelor’s degree, preferably in Management Information Systems, Accounting, or Business. The ideal candidate would have implementation experience in NetSuite or other ERP applications such as Oracle, SAP, Microsoft Dynamics, Sage, Epicor, Deltek, or Infor.

·       Three plus years of experience in a business analyst or process automation position.

·       Three plus years implementing Manufacturing / Supply Chain / Financials software, ideally with a software or consulting / partner firm.

Business Transformation – Quote-To-Cash Specialist (Senior Manager/Director)

·       Lead project teams engaged in the successful delivery of CFGI’s Operational Excellence service offering.

·       Perform current state assessment to define the client’s existing QTC process, identifying systems, data flow, stakeholders, manual requirements, client pain points, inefficiencies, risks, and opportunities.

·       Advise on procedural improvements resulting from more optimized use of existing technology and automation in the QTC process.

·       Create and execute a comprehensive implementation plan to streamline sales orders, invoicing, and revenue recognition.

·       Recommend technology investments to address client challenges based on understanding of existing processes.

·       Serve as liaison between the client’s leadership and functional teams to bridge organizational strategy with process optimization at the task level.

·       Help develop strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.

·       Identify and support business development initiatives; participate in and lead aspects of the proposal development process.

·       Develop thought leadership in areas of high importance to QTC clients. 

·       Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, and the broader marketplace.

·       Work alongside key client stakeholders as an extension of their team to develop work plans with proper activities, resource engagement and assignment, expected outcomes and timing.

·       Assume tasks within the defined scope to drive execution and delivery, as needed.

·       Identify when additional CFGI resources might be needed to support additional tasks or expanded scope.

·       Streamline and automate timely reporting of project status to key stakeholders.

·       Facilitate upward communication as requested with Project Sponsors, Executive Leadership or Board of Directors.

·       Constantly be present in client conversations to uncover new needs and be able to speak to CFGI service offerings that can benefit the client and address their needs.

·       Maintain a clear focus on providing exceptional client service at every opportunity.

·       Fully develop and maintain client relationships at all levels within the client’s organization to gain stakeholder trust, become a true business partner that can communicate complex ideas, and gain stakeholder buy-in.

·       Actively participate in the development of the Business Transformation practice and related infrastructure.

·       Maintain a professional and positive attitude.

Preferred Skills:

·       Comprehensive understanding or deep expertise in the quote-to-cash core business cycle, operating models, organizational structures, and process best practices.

·       Proven experience in engagement management, leading projects and project teams.

·       Effective communication skills, including the ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for Business Transformation solutions.

·       Independent leadership abilities, capable of driving successful outcomes and ensuring client satisfaction in client engagements.

·       Strong project management skills, enabling timely reporting and progress updates.

·       Willingness to actively participate in internal business leadership, practice development, and initiatives focused on growth and development of team members.

Qualifications and Capabilities:

·       A motivated finance-focused individual with a minimum of ten plus years of combined experience in industry, finance and strategic consulting, as well as operational finance and accounting, with expertise in the quote-to-cash business cycle.  Big Four experience and CPA preferred.

·       Demonstrated ability to successfully lead transformation teams in various aspects of the transformation journey, including strategy development, planning, delivery, and execution.

·       Experience in professional service consulting and/or client engagement management.

·       In-depth knowledge of the end-to-end quote-to-cash (QTC) process, encompassing order management, credit analysis, invoicing, accounts receivable, collections, adjustments and deductions, and revenue recognition.

·       Comprehension of business functions that follow revenue recognition, including reporting.

·       Possesses functional, technical, and/or business knowledge related to people, processes, and technology in the context of sales and finance operations.

·       Familiarity with QTC technology solutions for CRM, billing, and revenue recognition (Salesforce, Zoho, Monday.com, Hubspot, Freshsales, Zendesk, Pipedrive, etc.).

·       Project management experience is a plus, showcasing the ability to plan, organize, and execute projects effectively.

·       Experience in the SaaS industry is a plus, indicating an understanding of specific order management needs and regulations.

Cybersecurity – Manager

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.  As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles from technical accounting advisor, M&A support, tax services, etc. delivering seamless support services.

Technical and Domain Experience:

·       Build cybersecurity process risk and control frameworks for clients that are rationalized against applicable laws and standards.

·       Conduct risk assessment and cybersecurity maturity assessments for clients.

·       Guide clients in establishing cybersecurity policies, standards, and procedures.

·       Manage cybersecurity training & awareness services for clients from design to implementation.

·       Advise clients on cybersecurity functions’ metrics and reporting for various levels of client audiences, including Audit Committees and Board of Directors.

·       Provide governance services for clients to oversee their cybersecurity functions and practices, including governance over: policies and procedures, risk management, vulnerability management, incident management, etc.

·       Build risk management practices for clients, including policies, procedures, Risk Register, etc.

·       Previous experience as a systems administrator, systems engineer, or security analyst.

·       Understanding of operating system hardening principles, network design principles, and systems security.

·       Understanding of various cybersecurity domains (GRC, IAM, asset security, security architecture, network security, security operations).

·       Understanding of security analysis, security events, and penetration testing.

Process and Project Management Experience:

·       Ability to prioritize and multi-task, with flexibility and adaptability in work approach.

·       Ability to manage project plans for client various data privacy engagements, including creating tasks, timelines, and budgets.

·       Ability to report to leadership and clients on status updates periodically, including progress and challenges.

Soft Skills:

·       Strong interpersonal and communication skills; experience with cross-cultural communications.

·       Calmness and clarity of thought under pressure and ability to maintain confidentiality.

·       Train other staff and external clients, as necessary.

·       Agile and flexible, capable of dealing with ambiguity, and confronting challenges and opportunities with speed, endurance, and decisiveness.

·       Manage a team of consultants and managers on various projects.

Technical Qualifications and Certifications:

·       Bachelor’s degree in business, computer science, information systems, engineering, or a related discipline.

·       Strong knowledge in national and global industry practices and regulations in cybersecurity and data privacy, including NIST CSF, CIS, PCI DSS, HIPAA, ISO27001, CMMC, FedRAMP, SOX, GDPR, CCPA, etc.

·       Industry certifications are preferred, but not required: CISSP, CISM, etc.

Director of Credit and Collections

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.  As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles from technical accounting advisor, M&A support, tax services, etc. delivering seamless support services. 

The Role:

The Director of Credit and Collections will lead the firm’s global credit and collections process by optimizing people, processes, and technology to maximize cash flow, mitigate risk, and reduce bad debt exposure while focusing on client retention. This role requires building partnerships with internal and external key stakeholders and driving continuous process improvement within the function. 

As this is a newly created role, we are looking for a talented leader who will be integral to the build-out of CFGI’s credit and collections activities within the current accounting and finance function. You should be a strategic self-starter, but more importantly, process-oriented and operationally driven. You should be able to work independently at times but also collaborate with the broader accounting and finance team, as well as fellow departments and practice line leaders to identify needs and solutions. Above all, you should be a client service leader who is focused on helping your team members be their best and continually learn new skills.

Here’s What You’ll Do: 

·       Set the strategic direction for CFGI and execute programs that align with the firm strategy. 

·       Influence processes and behaviors by identifying areas for improvement.

·       Manage the company’s cash flows (~$400M revenue), while ensuring robust collection strategies. 

·       Establish and maintain collaborative relationships with the Partner and Managing Director Group.

·       Work with CFGI’s outside counsel to pursue collections and manage bankruptcies through the appropriate legal channels.

·       Implement metrics to manage and monitor operational performance.

·       Ensure appropriate risk management regarding the company’s AR.

·       Establish and maintain constructive relationships with external client executives. 

·       Maintain a robust controls framework.

·       Drive automation opportunities that can improve efficiency for the team. 

Here’s What You Will Bring to the Table: 

·       10+ years of leadership experience in credit and collections.

·       5+ years of relevant working experience, preferably within a professional services/consulting environment.

·       Strong leadership skills and ability to motivate diverse teams.

·       Ability to diagnose and fix problems related to process, technology, strategy, and people. 

·       Exceptional ability to build relationships both internally and externally. 

·       Excellent stakeholder engagement and management. 

·       Strong written and verbal skills enabling effective communication.

Financial Services – Fund Accounting 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). 

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

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

·         Process improvement projects and implementation of changes.

·         Assist with all components of fund accounting including investor allocations, investor servicing, cash reconciliation, NAV calculation, and financial statement preparation

·         Perform the daily accounting tasks supporting fund operations and financial reporting

·         Provides accounting support activities for funds of higher complexity.

·         Monitoring cash and position reconciliation reports to ensure all accounts are properly valued on a daily basis.

·         Monitoring price reports to ensure that no security end of day prices are missing and all security prices are received and validated.

·         Performing daily unit value reconciliations through systematic reports and spreadsheets.

·         Daily monitoring of internal systems to ensure all trades are routed and executed properly.

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.

·         2 to 5 years’ experience in public accounting and/or industry accounting/finance.

·         Fund accounting experience is required.

·         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.

Fund Administration – EMEA Account Lead

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.

·       Assisting Operations Office with opening and closing bank accounts (including cash, brokerage, trading, custodian and/or escrow accounts) and related Know-Your-Client (“KYC”) requests.

·       Tracking entity information in the appropriate databases.

·       Drafting and maintaining structure charts for each fund/investment structure.

·       Preparing basic IRS forms, as needed (SS-4s, 8832 Classification Election Forms, FATCA/CRS Forms).

·       Support transaction management function, including coordinating execution of final transaction documents (obtaining director signatures), completing transactional/regulatory KYC requests, and preparing related documents.

·       Coordinating collection and posting of transaction documents to the appropriate databases.

·       Assisting with preparation of materials for monthly transaction review meetings.

·       Organizing document legalizations (domestic and foreign) including notarization, apostille, authentication, and medallion guarantee, as needed.

·       Organizing the transfer of share certificates between custodians for safekeeping.

·       Assisting on a wide variety of projects and ad hoc requests.

·       Organizing and maintaining thorough filing system for teams.

·       Oversee and be responsible for internal process organization projects.

Project Management (25% of time):

·       Manage expectations and ensure quality and consistency of service for specific client assignment.

·       Prioritize and provide timely issue resolution to requests and needs for specific client assignment.

·       Responsible for the quality of the work deliverable to the specific client assignment.

·       Back-up duties of Account Management as assigned.

Knowledge, Education, and Experience:

·       Bachelor’s Degree required.

·        A minimum of three years of experience working in a private equity firm or third-party fund administrator for private equity firms or other relevant experience.

·       Client support experience, demonstrating superior customer service ethic and ability to manage high client expectations.

·       Project management related work experience, demonstrating the ability to proactively plan for next steps and ensuring each part of the process, which involves multiple departments, is moving forward in a timely manner.

·       A self-starter with the ability to prioritize and see the bigger picture.

·       Strong research/data mining skills.

·       Ability to gain trust and respect of stakeholders across departments.

·       Effective communication skills both written and verbal.

·       Strong listening comprehension skills.

·       Superior interpersonal skills and demonstrated ability to work effectively both as part of a team and independently.

·       Organized, detail-oriented, efficient, and diligent.

·       Effective time management skills and ability to meet deadlines.

·       Ability to work in a fast-paced and demanding environment.

·       Ability to pivot between projects quickly and efficiently.

·       Ability to plan, coordinate with various parties and execute an action plan.

·       High integrity and must be able to maintain confidentiality of sensitive and proprietary information.

·       Supervisory experience and demonstrated commitment to training and developing others.

·       Advanced PC skills and excellent Microsoft Office skills, including PowerPoint.

·       Intermediate level Excel skills, including frequent use of functions to reconcile large data sets.

·       Familiarity with SharePoint, Salesforce, or other CRM systems a plus.

Human Resources Business Partner

About Us:

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.  As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles from technical accounting advisor, M&A support, tax services, etc. delivering seamless support services. 

The Role:

Reporting to the VP of HR, the Human Resource Business Partner (HRBP) will play an integral role in owning and managing several areas of performance management and employee relations. In this role, the individual will have a high level of people interaction; the ideal candidate must be able to operate effectively across the full range of HR disciplines and be able to work with Firm Management and Senior HR colleagues. This role offers the right candidate an excellent opportunity to support a complex and fast-paced business, with responsibilities over a range of interesting and challenging initiatives. The HRBP will be responsible for managing change within a fast-paced, dynamic and progressive organization while maintaining a commitment to the Firm’s vision, spirit, and culture.

We are looking for a talented leader who will lead our efforts to continue building our HRBP team and function. You should be a strategic self-starter, but more importantly, process-oriented and operationally driven. You should be able to work independently at times but also collaborate with your team, as well as fellow departments and practice line leaders to identify needs and solutions. Above all, you should be a client service leader who is focused on helping your team members be their best and continually learn new skills.

Here’s What You’ll Do:

·       Engage and manage relationships with geographically diverse client service groups and internal teams, including CFGI’s senior management and employees.

·       Provide general HR leadership and guidance to partners, managing directors, and employees in the areas of performance management, goal/objective setting and milestone development, coaching, staffing issues, employee relations, compensation, and organizational development.

·       Effectively address employee relations issues as needed to conduct investigations.

·       Provide coaching, counseling, and conflict resolution; support managers and employees on documenting and communicating performance feedback, including any development steps and processes as needed.

·       Oversee and execute key year-end processes, including compensation, promotions, talent reviews and performance management.

·       Liaise with other departments within and outside of HR (i.e., Accounting/Finance, Talent Acquisition, and Business Operations) as necessary to resolve issues.

·       Participate in the implementation of Human Resources policies, programs, practices, and processes and communicating so employees and managers clearly understand purpose and expectations.

·       Support diversity and inclusion efforts at the Firm.

·       Actively participate in and manage HR projects as needed.

·       Oversee work of junior team members, once the HRBP team is built out further.

Here’s What You’ll Bring to the Table:

·       Bachelor’s degree and 5+ years of Human Resources generalist experience, preferably in a high growth, professional services environment.

·       Strong client and interpersonal focus with outstanding judgment, analytical skills, critical thinking, and communication skills. We are seeking a team player with strong influencing skills and demonstrated ability or aptitude for team leadership and collaboration.

·       Ability to handle fast-paced workloads for practice lines and internal operational departments.

·       Demonstrated knowledge of performance management and compensation and the factors that play a key role in performance management and compensation decision-making processes.

·       Experience with MS Office tools, including Word, Excel, and PowerPoint; knowledge of ADP Workforce Now and Performance Snapshot is a plus.

·       Strong and proven leadership skills and direct supervisory experience of a team and strong team-building skills are preferred, as this role will eventually morph into a people management position.

·       Self-starter with commitment to excellence and strong project management skills; precise attention to detail with excellent prioritization skills.

·       Desire to make a meaningful impact at a fast-growing professional services company.

·       Ability to maintain professional and approachable demeanor to effectively handle sensitive employee inquiries and maintain credible rapport.

·       Great listener while showing attentiveness, flexibility, patience, and empathy.

·       Must be able to use own judgment and act on own initiative to achieve appropriate results.

Interim CFO and Controller Opportunities

·       Lead post-closing accounting and finance initiatives for newly acquired, first-time private equity-backed enterprises, including establishing stakeholder reporting, cash management and forecasting, KPI reporting, budgeting and forecasting, working capital optimization assessments, etc.

·       Lead and accelerate month-end closing processes, including ensuring close timeliness and accuracy, account reconciliations, accruals, journal entry preparation/posting, and variance analyses.

·       Manage all aspects of day-to-day accounting functions and provide guidance to team members, ensuring effective team support.

·       Help prepare and deliver monthly, quarterly, and annual board packages and presentations.

·       Analyze and interpret financial information pertaining to the company’s performance.

·       Achieve an understanding of operations to weigh in on business trends.

·       Develop performance measures that support the company’s strategic direction.

·       Maintain in-depth relations with private equity sponsors and all members of the management team.

·       Oversee the financial operations of subsidiary companies and foreign operations, if applicable.

·       Manage third -party relationships.

·       Oversee the company’s transaction processing systems.

·       Supervise acquisition due diligence and integration initiatives.

·       Monitor and forecast financial covenants and liaise with all debt and equity stakeholders.

·       Ensure compliance with all regulatory requirements.

·       Function as a financial advisor to members of leadership.

Ideal Candidate:

·       You bring creativity, a sense of urgency, positivity, and analytical rigor to the pursuit of our mission and growth.

·       You are a thoughtful team leader, skilled at establishing business priorities and the ability to persuasively gain alignment with internal and external business partners.

·       You are an “owner”, and you bring projects from inception to completion in a highly organized manner and with little or no supervision.

·       You are very “hands-on” and willing to roll up your sleeves.

·       You excel in a high-impact position within a fast-paced, deadline-driven environment.

·       You are extremely comfortable (and enjoy) collaborating closely with team members at all levels and being accountable for concurrent high-priority projects.

·       You have a lot of M&A experience, with a focus on leading and executing short-/long-term OCFO integration and value-creation initiatives.

·       You are extremely detail oriented.

Requirements:

·       Bachelor’s or master’s degree in accounting or finance; active CPA certification preferred.

·       12+ years of experience in an accounting and finance environment.

·       Must have prior experience working as a Controller, VP Finance or CFO for an operating company for at least five years.

·       Super-Controller (P&L ownership) experience within high-growth (organic/inorganic) PE-backed companies, with an ability to play at the CFO-level a big plus.

·       Extensive experience establishing daily, weekly, monthly reporting (DWMR) for all stakeholders.

·       Executive presence and communication skills to effectively team/communicate with PE sponsor deal teams and portfolio company senior management.

·       Ability to condense and standardize monthly financial statement closing processes through process and systems optimization.

·       Expertise in all aspects of lender compliance reporting, covenant reporting (add-back treatment), financial analysis/reporting, etc.

·       Strong familiarity with closing statement preparation, managing post-Closing OBS/Valuation workstreams, and other 3PLs.

·       Self-starter and demonstrated ability to problem solve and align team members around strategy/tactics to push time-sensitive initiatives forward.

·       Ability to travel as needed.

·       Multi-industry discipline, as well as previous public accounting experience, is a plus.

IT Risk – Senior Manager

Senior Manager-level IT consultants work closely with senior management of Fortune 500, mid-cap and start-up companies, as well as all levels of CFGI staff from Consultant to Partner. Engagements include IT Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments.

CFGI Senior Managers lead project teams and interact with clients and their external auditors (or other professional service firms) on all aspects of engagements, including:

·         reviewing IT controls testing, process narratives, flow charts or procedures for other types of assessments;

·         approving engagement scope, project plans, risk assessments, testing approach and specific procedures;

·         identifying areas for improvement and value-add;

·         preparing reports or other appropriately styled presentations of findings and recommendations;

·         preparation for, and participation in Audit Committee meetings or other senior management meetings;

·         developing and managing relationships with client management;

·         managing engagement economics; and

·         business development with new and existing clients.

Furthermore, Senior Managers are seen as part of the Firm’s leadership and have internal responsibilities for staff development, training, internal projects, and the continual improvement of the Risk Advisory team.

Ideal candidates will possess the following:

·         Certified CISA, CIA or other standard auditing certification combined with solid IT audit experience. Undergraduate degree in Computer Science, Information Systems Audit, Management Information Systems, or similar relevant degree will be considered in lieu of formal qualification (non-certified hires are required to become certified within 1 year from the date of hire);

·         Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;

·         Eight + years of experience in public accounting and/or industry performing IT audit, systems implementations, or Information Security;

·         Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams;

·         Strong technical skills and a working knowledge of SOX IT General Controls, COSO, SOC 1, and SOC 2;

·         Awareness of ISO 27001, NIST standards, HIPAA, FAIR, and other relevant standards;

·         Effective analytical and critical thinking abilities;

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

·         Strong project management skills

Risk Advisory – Senior Manager

Risk Advisory Senior Managers are critically important project leaders who help our clients navigate the complexities of SOX, deliver internal controls focused projects, and coach and develop our people. Our clients represent a broad range of public or soon-to-be public companies, from new IPOs, mid and large cap companies, and Fortune 1000s.

Principal Duties and Responsibilities:

Project Delivery:

·       Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects).

·       Executes projects with minimal supervision by more senior individuals.

·       Sets realistic deadlines with the client and internally with the team.

·       Seen as the principle point of contact by the client and CFGI leadership for each project.

Engagement Management:

·       Schedules and manages teams/individuals of various staff level(s) based upon project need and scope.

·       Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget.

·       Actively manages project budgets and evaluates whether there have been changes to budgetary assumptions; obtains client approval to perform any additional services in advance of incurring time.

·       Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices.

·       Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project’s Partner.

Technical Acumen:

·       Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies.

·       Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping.

·       Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies.

·       In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations.

·       Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards.

People Development:

·       Leads by example.

·       Provides constructive, in-the-moment feedback and formal written feedback.

·       Identifies development opportunities for individuals and strategically schedules people in those roles.

·       Responsible for the morale of their teams.

Education and Experience Requirements:

·       8 – 10 years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum 6 years at a Big Four or a large national firm.

·       Undergraduate degree in accounting or similar field from an accredited university.

·       CPA and/or MBA combined with solid accounting experience are preferred but not required.

·       Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests.

·       Excellent interpersonal, written, and oral communication skills, and ability to assimilate easily into teams.

·       Strong analytical and critical thinking abilities.

·       Excellent communication and presentation skills, both verbal and written.

·       Exceptional virtual and in-person executive presence.

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

·       As a professional, you must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines and/or client requests for travel, as necessary.

Staff Accountant

As a Staff Accountant, you will be part of the internal accounting team and be a key contributor to the overall business. CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. 

Key Responsibilities:

·       Performs general accounting and other related duties for the organization.

·       Support the month end invoicing process.

·       Support the accounts payable and expense reimbursement processes.

·       Maintains knowledge of acceptable accounting practices and procedures.

·       Document and maintain business processes and accounting policies to maintain and strengthen internal controls.

·       Performs other related duties as assigned.

Required Skills/Abilities:

·       Excellent organizational skills and attention to detail.

·       Excellent verbal and written communication skills.

·       Flexibility and willingness to help where needed.

·       Knowledge of general financial accounting.

  Preferred Qualifications:

·       Bachelor’s degree in a related field preferred.

·       At least two plus years of relevant experience.

·       Knowledge of basic office systems and the Microsoft suite.

Tax Advisory – Accounting and Compliance Consultant

·       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.

·       Perform tax research on various federal, state and international tax issues and prepare tax memorandum.

Skills and 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 and Experience Requirements:  

·       Minimum of 2+ years overall experience in corporate and/or Big-4 public accounting.

·       Relevant college degree such as Bachelor’s degree in accounting; CPA preferred/MST desirable.

·       Travel –transportation required; willing to travel to local client sites.

Tax Advisory – Accounting and Compliance Manager

·       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 a continued interest in developing/mentoring junior team members.

·       Perform tax research on various federal, state and international tax issues and prepare tax memorandum.

Skills and 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 and Experience Requirements:  

·       Minimum of 5+ years overall experience in corporate and/or Big-4 public accounting.

·       Relevant college degree such as Bachelor’s degree in accounting; CPA preferred/MST desirable.

·       Travel –transportation required; willing to travel to local client sites.

Tax Advisory – Accounting and Compliance Senior Manager

·               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.

Education and Experience Requirements:  

·       Minimum of 7+ years overall experience in corporate and/or Big-4 public accounting.

·       Relevant college degree such as Bachelor’s degree in accounting; CPA preferred/MST desirable.

·       Travel: transportation required; willing to travel to local client sites as needed.

Tax Advisory – LLC and Flow-Through Director/Managing Director

Corporate Finance Group, Inc. (“CFGI”) was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today’s complex accounting, reporting, compliance and now tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI can fulfill a variety of client needs without the restrictions of auditor independence.

We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep tax technical expertise. Many of our clients are global, market leading, publicly held companies, while others are privately held, early stage, or venture-backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and professional excellence is rewarded. We offer a flexible career progression model that allows for a variety of challenging opportunities throughout your career.

Position Summary:

We are currently seeking an experienced executive who will have the opportunity to help lead the establishment of our fast-growing Flow-Through services business unit. It will provide you with the opportunity to help our clients meet their tax obligations, while managing the impact tax has on their business. This position is responsible for overseeing various tax compliance, tax planning, and consulting for income tax matters related to CFGI’s Flow-Through Structured Clients.

The ideal candidate will work with business lines, service providers, and other tax professionals in fulfilling his or her responsibilities. In the beginning, tax work is not expected to require 100% of the executive’s time for project management or billable work, as they will be asked to do other tasks including:

·       Interviewing and recruiting new tax team members to work under their direction.

·       Business Development activity, including getting to know the accounting partners at CFGI within this vertical.

·       Identifying additional revenue streams within our existing clients. 

A successful executive will understand and be able to apply the appropriate tax accounting to businesses and ancillary investments as needed. They will be able to understand the implications of changes to tax law and how it applies to various Flow-Through Legal Structures. They will also understand the GAAP and tax differences for Flow-Through Companies and work to become an expert this general field.

 Principal Responsibilities:

·       Review and sign off on complex federal and state returns (1065’s and 1120-S) for clients as a paid preparer.

·       Monitor state and federal tax laws (and law changes) for compliance or opportunities.

·       Review K-1s for various reporting/investment/disclosure requirements.

·       Provide clients with verbal and/or technical memos on tax issues pertaining to partnership taxation and tax reform.

·       Assist with planning and other special projects.

·       Build effective long-term relationships with our clients, understanding their unique needs to provide a tailored service for each of CFGI’s clients. 

·       Build an internal team of managers and consultants and display a continued interest in developing/mentoring junior team members.

·       Establish relationships with internal tax leaders.

·       Take the lead in practice development activities in conjunction with upper management that result in the generation of new business and the opportunities for cross-selling.

·       Understand how to develop overall engagement budgets and consistently meet chargeable hour goals as further defined by the Firm.

·       Responsible for billing and realization on assigned clients and the ability to explain variances.

·       Ability to travel as required by the business.

·       Understand what it means to “run your own business” as part of the CFGI team.

Skills/Competencies:

·       Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members.

·       Knowledge of private equity-related tax adjustments, partner allocations, foreign filings, and other client filing obligations.

·       Excellent organizational skills, ability to multi-task and work under deadlines.

·       Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary.

·       Demonstrated ability to be accountable for independently completing assignments.

·       Experienced with Microsoft Excel and corporation/partnership tax software.

·       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:

·       10+ years of experience, either in Big-4 or large, regional public accounting firms or a mix of public accounting and industry experience.

·       Bachelor’s Degree in Accounting; Master’s in taxation and/or CPA/MBA/EA is preferred.

·       Comprehensive tax consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation pertaining to Flow-Through Structures; tax and GAAP accounting knowledge required.

·       Strong collaboration and teamwork skills, and an ability to adapt to changing priorities and learn new businesses quickly.

·       Other key areas to consider: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building and managing professionally healthy relationships, and continually developing awareness of business-related topics.

·       Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving.

·       Leadership skills that display good judgment and certainty in decision making, taking initiative with job-related demands, demonstrating innovative thinking and sound planning with business practices, managing individual performance toward shared organizational goals, and thinking strategically to set and accomplish goals.

Tax Advisory – M&A Tax Partner

We are currently seeking an experienced executive who will have the opportunity to lead the growth of CFGI’s rapidly growing M&A Tax Practice. This individual would be primarily responsible for advising privately held companies, partnerships, S-Corps, and private equity firms on the tax aspects of structuring, planning, and executing M&A transactions on both the buy-side and sell-side of deals.

As a Tax partner in the practice, you would be responsible for reviewing proposed transactions for tax benefits and risks, advising clients on restructuring transactions, interpreting complex tax rules related primarily to partnership and Sub Chapter S companies, and assessing the various tax consequences on specific transactions.

Responsibilities:

·       Lead national teams on engagements working as part of a multi-disciplinary practice that delivers due diligence and tax structuring services and communicates findings and opportunities to clients.

·       Work with and assists other members of the M&A Tax practice with various technical tax issues dealing with S Corporations, partnerships, and limited liability companies.

·       Manage due diligence projects by leading client calls and interviewing targets and tax advisors.

·       Interviewing and recruiting new tax team members to work under their direction.

·       Business Development activity to include getting to know the accounting partners at CFGI within this vertical and identifying additional revenue streams (pull-through tax work) within our client base.

·       Attract, develop, and retain top talent and serve as a mentor and coach for emerging leaders.

Requirements:

·       Bachelor’s Degree in accounting or a related business field; CPA and / or MBA or Masters in Tax preferred, but not required.

·       12+ years of public accounting, corporate tax, or law firm experience in federal tax compliance and tax consulting pertaining to planning, research, and general mergers and acquisitions activities.

·       Knowledge of a broad range of corporate tax matters in various industries.

·       Proven record of managing multiple projects and engagements teams.

·       Outstanding organizational and time management skills and ability to prioritize multiple assignments.

·       Excellent research and writing skills.

·       Other key areas to consider: the candidate must demonstrate integrity and accountability, always remain flexible, adaptable, and willing to accept coaching, building and managing professionally healthy relationships, and continually developing awareness of business-related topics.

·       Leadership skills need to display good judgment and certainty in decision making, taking initiative with job-related demands, demonstrating innovative thinking and sound planning with business practices, managing individual performance toward shared organizational goals, and thinking strategically to set and accomplish goals.

Tax Advisory – R&D Credits Manager

CFGI seeks a highly motivated tax manager to function in a fast-paced and technically challenging work environment. CFGI’s unique client base of venture/PE- 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 CFGI’s R&D tax credit leader and requires an in-depth knowledge of R&D tax credits and the Orphan Drug Credit, as well as experience with technical R&D tax credit issues and thorough knowledge of the statutory requirements, applicable tax regulations and relevant case law. Candidates should have significant experience analyzing organizations and conducting client interviews to identify, document and maximize opportunities to enhance the R&D tax credit benefit in an efficient and sustainable manner. Prior exam defense experience, as well as experience with Accounting Methods or various other Tax Credits and Incentives is preferred but not required.

Principal Responsibilities:

·           Lead R&D credit studies and complete or directly oversee all related activities from information gathering through interviews, documentation review and completion of deliverables.

·           Provide quality assurance on R&D projects, engagement review and exam support where needed.

·           Develop and sustain excellent client relationships with the ability to identify and address client needs.

·           Have excellent research and writing skills with regards to technical issues.

·           Assist with business development activities.

·           Assist with identification and evaluation of technology solutions to drive efficiencies without sacrificing quality.

·           Assist other project managers with the delivery of engagements.

·           Possess a supporting interest in developing and mentoring junior team members.

Skills/Competencies:

·           Detail oriented; strong research and analytical skills.

·           Excellent communication skills, with the ability to conduct client meetings and serve as a lead point of contact with clients.

·           Excellent organizational skills, ability to multi-task and work under deadlines.

·           Demonstrated ability to be accountable for independently completing assignments.

·           Must be self-confident, a self-starter, and willing to work in a flexible and dynamic work environment.

Education/Experience Requirements:

·           Four plus years of relevant public accounting/or corporate tax experience with significant exposure to R&D Tax Credit projects and related activities.

·           Experience in Big-4 public accounting firms.

·           Bachelor’s degree in accounting or a related field; master’s in taxation/CPA/JD preferred.

·           Travel – own transportation required; be willing to travel to local client sites.

Tax Advisory – SALT Consultant

This position reports directly to the leader in charge of State and Local Taxes 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.

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 

·         Knowledge of the 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 1-2+ years of broad-based, relevant Big 4 accounting/or corporate tax experience. 

·         Bachelor’s Degree in Accounting or a related field; Master’s in Taxation/CPA/JD preferred.

·         Travel –transportation required; willing to travel to local client sites.

Tax Advisory – SALT Manager

This position reports directly to the leader in charge of State and Local Taxes 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.

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 

·         Knowledge of the 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 Big 4 accounting/or corporate tax experience. 

·         Bachelor’s Degree in Accounting or a related field; Master’s in Taxation/CPA/JD preferred.

·         Travel –transportation required; willing to travel to local client sites.

Valuation – Consultant

As part of the CFGI Valuation Practice your job will be to help clients in navigating through various complex debt and equity transactions in a multifaceted business environment. We advise a multitude of public companies and private enterprises operating in a variety of industries on a wide range of valuation considerations related to financial and tax reporting.

Our Valuation Services professionals work on a wide range of services including valuation of business enterprises, complex debt and equity instruments, and intangible assets for mergers and acquisitions, divestitures, IPOs, dispute resolution, financial reporting, and tax purposes.

Work you’ll do:

·         Financial reporting valuations for business combinations (purchase price allocations), including enterprise valuation and intangible assets, inventory, deferred revenue, contingent consideration, debt and equity components analyses.

·         Valuation of goodwill and asset impairment testing for financial reporting purposes.

·         Valuation of common stock securities of private enterprises for financial and tax reporting purposes (409a analysis).

·         Valuation of complex derivatives and debt instruments for financial reporting purposes.

·         Valuation for tax purposes, including federal, state, local, international and personal tax, as well as services related to a client’s allocation of purchase price for tax purposes only.

·         Advising clients on business plan development, strategic investment decisions, or other financial objectives.

Qualifications you’ll need:

·         2+ years of experience performing valuation analyses for financial reporting purposes (ASC 805, ASC 350, ASC 820, ASC 718) is required. Big 4 experience is a plus.

·         In-depth understanding of generally accepted valuation approaches (cost, market and income), including discounted cash flow, guideline public company/ transaction, excess earnings, relief from royalty, with/without, comparative sales and replacement cost methods, capital asset pricing model, etc.

·         Experience in valuation of complex debt and equity instruments is strongly preferred.

·         Strong excel modeling skills.

·         Exceptional writing skills in preparation of valuation reports, exhibits, memos, and other client deliverables/communication.

·         Strong analytical and problem-solving skills, as well as team building, interpersonal and communication skills.

·         Bachelor’s degree in finance, economics, accounting, or business.

·         CFA, ASA, ABV is preferred.

Valuation – Manager

As part of the CFGI Valuation Practice, your job will be to help clients in navigating through various complex debt and equity transactions in a multifaceted business environment. We advise a multitude of public companies and private enterprises operating in a variety of industries on a wide range of valuation considerations related to financial and tax reporting.

Our Valuation Services professionals work on a wide range of services including valuation of business enterprises, complex debt and equity instruments, and intangible assets for mergers and acquisitions, divestitures, IPOs, dispute resolution, financial reporting, and tax purposes.

Work you’ll do:

·         Financial reporting valuations for business combinations (purchase price allocations), including enterprise valuation and intangible assets, inventory, deferred revenue, contingent consideration, and debt and equity components analyses.

·         Valuation of goodwill and asset impairment testing for financial reporting purposes.

·         Valuation of common stock securities of private enterprises for financial and tax reporting purposes (409a analysis).

·         Valuation of complex derivatives and debt instruments for financial reporting purposes.

·         Valuation for tax purposes, including federal, state, local, international, and personal tax, as well as services related to a client’s allocation of purchase price for tax purposes only.

·         Advising clients on business plan development, strategic investment decisions, or other financial objectives.

Qualifications you’ll need:

·         5+ years of experience performing valuation analyses for financial reporting purposes (ASC 805, ASC 350, ASC 820, ASC 718) is required. Big 4 experience is a plus.

·         In-depth understanding of generally accepted valuation approaches (cost, market, and income), including discounted cash flow, guideline public company/ transaction, excess earnings, relief from royalty, with/without, comparative sales and replacement cost methods, capital asset pricing model, etc.

·         Experience in valuation of complex debt and equity instruments is strongly preferred.

·         Strong excel modeling skills.

·         Exceptional writing skills in preparation of valuation reports, exhibits, memos, and other client deliverables/communication.

·         Strong analytical and problem-solving skills, as well as team building, interpersonal, and communication skills.

·         Bachelor’s degree in finance, economics, accounting, or business.

·         CFA, ASA, ABV is preferred.

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: $120,000 – $150,000. 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.  

Valuation – Senior Manager

As part of the CFGI Valuation Practice, your job will be to help clients in navigating through various complex debt and equity transactions in a multi-faceted business environment. We advise a multitude of public companies and private enterprises operating in a variety of industries on a wide range of valuation considerations related to financial reporting, mergers/acquisitions, and tax reporting.

Our Valuation Practice professionals work on a wide range of services including valuation of business enterprises, complex debt and equity instruments, and intangible assets for mergers and acquisitions, divestitures, IPOs, dispute resolution, financial reporting, and tax purposes.

Work you’ll do:

·         Financial reporting valuations for business combinations (purchase price allocations), including enterprise valuation and intangible assets, inventory, deferred revenue, contingent consideration, and debt and equity components analyses.

·         Valuation of goodwill and asset impairment testing for financial reporting purposes.

·         Valuation of common stock securities of private enterprises for financial and tax reporting purposes (409a analysis).

·         Valuation of complex derivatives and debt instruments for financial reporting purposes.

·         Valuation for tax purposes, including federal, state, local, international, and personal tax, as well as services related to a client’s allocation of purchase price for tax purposes only.

·         Advising clients on business plan development, strategic investment decisions, or other financial objectives.

Qualifications you’ll need:

·         8+ years of experience performing valuation analyses for financial reporting purposes (ASC 805, ASC 350, ASC 820, ASC 718) is required. Big 4 experience is a plus.

·         In-depth understanding of generally accepted valuation approaches (cost, market, and income), including discounted cash flow, guideline public company/ transaction, excess earnings, relief from royalty, with/without, comparative sales and replacement cost methods, capital asset pricing model, etc.

·         Experience in valuation of complex debt and equity instruments is strongly preferred.

·         Strong excel modeling skills.

·         Exceptional writing skills in preparation of valuation reports, exhibits, memos, and other client deliverables/communication.

·         Strong analytical and problem-solving skills, as well as team building, interpersonal, and communication skills.

·         Bachelor’s degree in finance, economics, accounting, or business.

·         CFA, ASA, ABV is preferred.

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: $150,000 – $180,000. 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.  

Valuation Services – Complex Securities Consultant

·       Valuation of common stock securities of private enterprises for financial and tax reporting purposes (409a analysis).

·       Valuation of complex derivatives and debt instruments for financial reporting purposes.

·       Creating and managing models and templates, including Monte Carlo simulation and binomial lattice models, to help in valuing financial instruments.

·       Conduct risk and credit assessments.

Qualifications you’ll need

·       1+ year(s) of experience performing valuation analyses for financial reporting purposes (ASC 805, ASC 350, ASC 820, ASC 718) is required. Big 4 experience is a plus.

·       In-depth understanding of generally accepted valuation approaches (cost, market and income), including discounted cash flow, guideline public company/ transaction, excess earnings, relief from royalty, with/without, comparative sales and replacement cost methods, capital asset pricing model, etc.

·       Experience in valuation of complex debt and equity instruments is strongly preferred.

·       Strong excel modeling skills.

·       Exceptional writing skills in preparation of valuation reports, exhibits, memos, and other client deliverables/communication.

·       Strong analytical and problem-solving skills, as well as team building, interpersonal and communication skills.

·       Bachelor’s degree in finance, economics, accounting, or business.

·       CFA, ASA, ABV is preferred.

*Role can be based out of any of our national offices.

Valuation- Complex Securities Manager

As part of the CFGI Valuation Practice, your job will be to help clients in navigating through various complex debt and equity transactions in a multi-faceted business environment. We advise a multitude of public companies and private enterprises operating in a variety of industries on a wide range of valuation considerations related to financial reporting, mergers/acquisitions, and tax reporting.

Our Valuation Services professionals work on a wide range of services, including valuation of business enterprises, complex debt and equity instruments, and intangible assets for mergers and acquisitions, divestitures, IPOs, dispute resolution, financial reporting, and tax purposes.

Work you’ll do

·       Valuation of common stock securities of private enterprises for financial and tax reporting purposes (409a analysis).

·       Valuation of complex derivatives and debt instruments for financial reporting purposes.

·       Creating and managing models and templates, including Monte Carlo simulation and binomial lattice models, to help in valuing financial instruments.

·       Conduct risk and credit assessments

Qualifications you’ll need

·       5+ years of experience performing valuation analyses for financial reporting purposes (ASC 805, ASC 350, ASC 820, ASC 718) is required. Big 4 experience is a plus.

·       In-depth understanding of generally accepted valuation approaches (cost, market and income), including discounted cash flow, guideline public company/ transaction, excess earnings, relief from royalty, with/without, comparative sales and replacement cost methods, capital asset pricing model, etc.

·       Experience in valuation of complex debt and equity instruments is strongly preferred.

·       Strong excel modeling skills.

·       Exceptional writing skills in preparation of valuation reports, exhibits, memos, and other client deliverables/communication.

·       Strong analytical and problem-solving skills, as well as team building, interpersonal and communication skills.

·       Bachelor’s degree in finance, economics, accounting, or business.

·       CFA, ASA, ABV is preferred.

*Role can be based out of any of our national offices.