Full-Time
Operational Excellence
Partner
Confirmed live in the last 24 hours
CFGI
1,001-5,000 employees
Financial consulting and interim management services
Expert
United States
Hybrid role; requires some in-office presence.
You match the following CFGI's candidate preferences
Employers are more likely to interview you if you match these preferences:
- Bachelor’s degree in finance, Accounting, Business Administration or a related field; Master’s degree is highly preferred.
- At least 15 years of finance transformation experience.
- At least ten years of experience interacting with CFOs and Controllers in public companies.
- Demonstrated a track record in operational excellence transformation, as well as driving business growth in a consulting environment.
- Deep understanding of financial operations, processes and latest developments in technology enablement tools and best practices.
- Strong people agenda and ability to oversee ongoing projects simultaneously.
- Excellent communication, interpersonal and negotiation skills, with a demonstrated ability to engage effectively with executives.
- Sharp analytical and strategic thinking capabilities, dedicated to delivering effective solutions and add value to clients.
- Passionate about client service.
- Willingness to travel as necessary to meet with potential and existing clients and attend firm wide events.
- Work closely with the firm leadership team on defining the mid-term and long-term strategy for the Operational Excellence practice.
- Support the evolution of our service delivery approach in the areas of maturity assessments, finance strategy & vision, target operating and service delivery models, finance process transformation and automation across R2R, P2P, and O2C business cycles.
- Provide support on further strengthening our brand as trusted business transformation advisors in the PE and mid-market space.
- Manage our partnership with technology solution providers in the areas of finance and consolidation process enablement and explore other partnerships that can bring competitive advantage to CFGI.
- Lead responses to RFPs, tailor proposals, lead orals, and deliver presentations to potential clients to secure new business and grow existing accounts.
- Bring their own network of professional network that can grow our targets both on logos and numbers.
- Stay updated on recent market developments that can impact our plans, targets and delivery strategies.
- Provide leadership oversight over the planning, delivery, and closure of transformation projects.
- Lead the assignment of resources on the projects to achieve required alignment of skills, skills development plans and target utilization targets.
- Monitor and follow up with project leads on budgets, billing, and collections.
- Manage the performance evaluation processes and ensure fair practices are in place, while aligning results to overall performance targets.
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
- CFGI's partnership with FloQast enhances financial solutions in North America and Europe.
- Acquisition of PAS Financial Advisory AG strengthens CFGI's presence in the DACH region.
- Growing demand for ESG consulting aligns with CFGI's expertise in compliance and reporting.
What critics are saying
- Emerging APAC firms may challenge CFGI's market share despite FloQast partnership.
- Integration of PAS Financial Advisory AG may face cultural and operational challenges.
- SecurityScorecard partnership could pose cybersecurity risks if not properly managed.
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.
- CFGI's independence from auditor restrictions allows tailored solutions for complex scenarios.
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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
↑ 12%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.