Financial Operations

We’re there when you need us

Companies often struggle to secure the accounting and financial leadership necessary to execute on critical initiatives and increase margins. This is partly because today’s private equity and investment management firms need a special combination of financial and operational solutions to tackle cost and complexity issues. 

At CFGI, we deliver the strategic, financing, accounting and technical expertise needed to optimize financial operations and ultimately increase returns.

How CFGI helps

Our financial operations (FinOps) practice is focused on addressing the needs of private equity firms as they integrate their portfolio companies and generate value throughout the investment life cycle.

The first 100 days following the close of a transaction are critical to the lasting success of the deal. Using our technical accounting expertise and deep operational know-how, we provide clients with integrated support during critical transition periods and throughout the investment holding period. Our team becomes a crucial extension of your team, bridging the gap between value creation strategy and boots-on-the-ground execution.

CFGI offers significant senior operating experience in the areas of: 

  • Budgeting and cash flow forecasting
  • Treasury management
  • Working capital management
  • Financial reporting
  • Financial planning and analysis

We also provide end-to-end support on digital transformation initiatives that optimize operational finance. Whether it’s streamlining data management or deploying intelligent automation solutions that reduce costs, eliminate errors and boost productivity, we have the cross-functional talent needed to fuel better financial operations.


Our experts can approach every project with total circumspection. We can deliver on many fronts — finance and accounting, technology, operations, regulatory, audit advisory, strategy and much more. This enables us to provide long-term solutions that will deliver firm-wide results and empower stakeholders to compound success and create new sources of long-term value.