Full-Time
Accounting Advisory
Director
CFGI
1,001-5,000 employees
Financial consulting and interim management services
No salary listed
Expert
Chicago, IL, USA
- An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
- 12 plus years of experience in public accounting and/or industry accounting and/or 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 seek opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base.
- 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 and divestitures, stock offerings, 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 a subject matter expert on projects related to new ASC 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.
CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, interim management, and M&A support. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with a client's internal staff, providing tailored support that meets specific business needs. The goal of CFGI is to enhance the financial operations of its clients, ensuring they have the expertise and resources necessary to navigate their financial landscape effectively.
Company Size
1,001-5,000
Company Stage
Acquired
Total Funding
N/A
Headquarters
Boston, Massachusetts
Founded
2000
Simplify's Take
What believers are saying
- Growing demand for ESG consulting aligns with CFGI's expertise in sustainability reporting.
- Expansion in APAC region offers CFGI new growth opportunities in financial consulting.
- Rising need for cybersecurity advisory services supports CFGI's partnership with SecurityScorecard.
What critics are saying
- Emerging firms offering similar services at lower costs threaten CFGI's market share.
- In-house financial tech solutions may reduce demand for CFGI's external consulting services.
- Economic downturns in UK and DACH regions could limit CFGI's consulting service budgets.
What makes CFGI unique
- Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.
- CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.
- Partnerships with firms like FloQast and SecurityScorecard expand CFGI's service capabilities.
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Benefits
Professional Development Budget
Flexible Work Hours
Remote Work Options
Wellness Program
Mental Health Support
Paid Sick Leave
Paid Vacation
Paid Holidays
401(k) Company Match
Employee Referral Bonus
Employee Discounts
Company Social Events
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 12%2 year growth
↑ 12%Since 2018, FloQast has collaborated with CFGI to enhance financial close solutions in North America, with recent expansion into the DACH and UK regions.
CFGI, ein führendes internationales Beratungshaus und Portfoliounternehmen von Carlyle und CVC Partners, erwirbt das führende deutsche CFO-Beratung ...
CFGI has partnered with SecurityScorecard to non-intrusively evaluate an organizations’ cybersecurity using an ‘outside-in’ methodology.
The Strategic Alliance Consulting Program offers a framework to easily recommend FloQast and provide expedited setup and white-glove service to these firm’s clients--making this a win-win.
The Strategic Alliance Consulting Program offers a framework to easily recommend FloQast and provide expedited setup and white-glove service to these firm’s clients--making this a win-win.