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CFGI

Technical accounting, M&A, tax advisory services

Finance & Accounting Advisory Senior Manager

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-timeAustin, TX, USANo salary listed

About the Job

Requirements

  • Have 8–12 years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting or finance.
  • Have a minimum of 2 years of experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC).
  • Have experience leading accounting, audit, or advisory engagements, including oversight of project execution, staffing, budgets, and client deliverables.
  • Have experience developing and maintaining relationships with client executives, including Controllers, CAOs, CFOs, and other key stakeholders.
  • Have experience coaching, mentoring, and developing team members while fostering collaboration and accountability across engagement teams.
  • Have experience applying accounting and financial reporting expertise to solve complex business, transaction, and accounting challenges.
  • Have experience contributing to business development initiatives, proposal efforts, practice development, training programs, or knowledge-sharing initiatives.
  • Have outstanding interpersonal, written, and verbal communication skills to build credibility across all levels of an organization.
  • Be proactive in identifying client needs and developing long-term client relationships.
  • Be highly organized and able to manage multiple engagements and competing priorities.
  • Have effective analytical and critical thinking abilities.
  • Be entrepreneurial, self-motivated, ethical, and dependable.
  • Have high energy and a commitment to delivering exceptional client service and developing future leaders.

Responsibilities

  • Work closely with C-level management of Fortune 500, mid-cap, and start-up companies.
  • Lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development.
  • Interact with clients’ executive teams and auditors as a subject matter expert, leading clients through complex accounting issues and driving conclusions.
  • Lead client engagements and own client delivery on operational due diligence for complex transactions, including IPOs, acquisitions and divestitures, stock offerings, and debt raises.
  • Drive client deliverables of financial and regulatory information in accordance with SEC and regulatory requirements, including 10-K, 10-Q, S-1, and S-4 filings and 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, act as a moral and ethical model, foster engagement-team professional growth, and provide constructive and actionable feedback.
  • Lead firm initiatives and identify areas for improvement.
  • Play an active role in the firm’s recruiting efforts, client relationship building, and business development efforts.

Desired Qualifications

  • CPA license.
  • Experience with SEC reporting and filings, including Forms 10-K, 10-Q, S-1, and registration statements, or public-company financial reporting environments.
  • Experience preparing technical accounting memoranda and advising on complex accounting matters, including revenue recognition, leases, business combinations, stock-based compensation, consolidations, or IPO readiness.
  • Experience supporting public company transactions, including IPOs, carve-outs, debt offerings, acquisitions, or divestitures.

About the Company

CFGI

Technical accounting, M&A, tax advisory services

CFGI provides financial consulting services that act as an extension of a company’s internal finance team, covering technical accounting, interim management, corporate tax, private equity services, valuation, M&A support, and robotic process automation. It embeds senior professionals to run or support finance functions, serving as technical accounting advisor, controller, or CFO, and delivering project-based expertise. Unlike firms that offer only standalone advisory, CFGI collaborates directly with internal staff across a broad range of needs, including specialized services like private equity, valuation, and RPA. Its goal is to help clients improve reporting accuracy and efficiency and to scale their finance capabilities by integrating experienced professionals into their organization.

Company size
1,001-5,000
Company stage
Acquired
Total funding
Not listed
Headquarters
Boston, MA
Founded
2000

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