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Full-Time

Accounting Advisory

Director

Posted on 9/24/2024

CFGI

CFGI

501-1,000 employees

Financial consulting and interim management services

Financial Services
Consulting
Robotics & Automation

Expert

Dallas, TX, USA

Hybrid position in Dallas, TX.

Category
Financial Accounting
Financial Analysis
Management Accounting
Accounting
Required Skills
Mergers & Acquisitions (M&A)
Requirements
  • 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.
Responsibilities
  • 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, M&A support, and interim management for positions like Controller or CFO. 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 internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.

Company Stage

Private

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

2000

Simplify Jobs

Simplify's Take

What believers are saying

  • The backing of major investors like CVC and Carlyle provides CFGI with substantial financial resources for growth and innovation.
  • Partnerships with companies like SecurityScorecard enable CFGI to offer advanced cybersecurity evaluations, adding value to their service portfolio.
  • The firm's diverse service offerings, from technical consulting to private equity services, provide employees with varied career development opportunities.

What critics are saying

  • The competitive landscape in financial consulting is intense, requiring CFGI to continuously innovate to maintain its edge.
  • Integration challenges from acquisitions, such as PAS Financial Advisory AG, could disrupt operations and affect service quality.

What makes CFGI unique

  • CFGI's ability to serve as an extension of a company's finance team, offering roles from technical advisor to interim CFO, sets it apart from traditional consulting firms.
  • Their expertise in niche areas like Robotic Process Automation (RPA) and valuation provides specialized services that many competitors lack.
  • The recent acquisition of PAS Financial Advisory AG enhances CFGI's global reach and strengthens its position in the European market.
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