Financial Services

Challenges Faced by CFOs in Financial Services

CFOs in the financial services sector grapple with a myriad of challenges, and at CFGI, we’re dedicated to helping you overcome them:

CFGI’s Specialized Expertise

CFGI is your go-to partner for addressing the specific needs of the financial services industry, providing expertise in:

Finance and Accounting Consultation

We offer insights on significant and unusual transactions, ensuring your financial decisions align with your strategic goals.

Technical Accounting Consultation

From guidance adoption to application, including CECL, our experts provide clarity on complex technical accounting matters.

Interim Management and Staffing

Whether you need an interim CFO, Controller, or insurance-focused associates, CFGI provides the experienced professionals you require for seamless operations.

Project Management

We lead IPO and audit readiness engagements, ensuring a structured and efficient approach to complex projects.

Internal Controls & IT Risk Advisory

Our services cover SOX compliance, material weakness mitigation, compliance with MAR, and comprehensive process flow reviews and documentation.

Tax Services

From year-end returns to state and local taxes, CFGI’s tax experts provide comprehensive solutions tailored to your financial services business.

Recent Project Highlights

Our commitment to excellence is reflected in recent projects that showcase our capabilities:

Workday Ledger Software Implementation

Successfully implemented Workday ledger software at a publicly traded international property & casualty insurance provider.

IPO Readiness Leadership

Led IPO readiness efforts at a national Medicaid company, ensuring a seamless transition to the public market.

Interim Support Roles

Provided interim support in various roles, including Interim CFO at a private property and casualty insurer, Interim US Controller for a publicly traded reinsurance company, and Interim Consolidations Manager at a publicly traded insurance company.

Material Weakness Mitigation

Designed and implemented controls to mitigate a material weakness at a private life insurance company, ensuring compliance and financial integrity.

Why Choose CFGI?

CFGI brings a blend of expertise, innovation, and dedication to the table. Our goal is to empower financial services companies to thrive in a rapidly evolving landscape. Contact us today to explore how CFGI can be your strategic ally in achieving financial success and operational excellence.

Learn More About Our Solutions

Connect With Our Leaders

Matt Pantera

Managing Partner
(508) 625-0172

Jillian Morrow

(732) 513-0179

Diana Cordeiro

(617) 308-2754

Partner With CFGI
For Better Results.

Partner With CFGI For Better Results.