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CFGI

Technical accounting, M&A, tax advisory services

Finance & Accounting Advisory Manager

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

About the Job

Requirements

  • Five to nine years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting or finance.
  • At least two years of experience at a Big Four firm: Deloitte, EY, KPMG, or PwC.
  • Experience applying U.S. GAAP through financial statement preparation, audit engagements, month-end close, financial reporting, or technical accounting research.
  • Experience leading engagement workstreams, supervising staff, and managing project timelines and deliverables.
  • Experience reviewing work product, providing guidance to junior team members, and serving as a primary point of contact for clients.
  • Experience applying accounting and financial reporting knowledge to solve complex business and accounting challenges.
  • Strong interpersonal, written, and verbal communication skills, with the ability to work effectively in teams.
  • Ability to identify client needs proactively and build strong relationships with clients and colleagues.
  • Strong organization skills, including managing multiple priorities and setting clear expectations.
  • Analytical and critical thinking abilities.
  • Entrepreneurial, self-motivated, ethical, and dependable, with commitment to client service and positive outcomes.

Responsibilities

  • Work closely with senior management at Fortune 500, mid-cap, and start-up companies.
  • Lead project teams and interact with clients and their Big Four auditors across engagements, including report writing, developing and managing client relationships, and business development.
  • Integrate with client senior management to solve complex accounting issues and prepare proposed resolutions.
  • Review work prepared by consultants on operational due diligence for complex transactions, including acquisitions and divestitures, stock offerings, debt raises, and initial public offerings.
  • Review consultants’ 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.
  • Conduct research and documentation projects related to new Accounting Standards Codification accounting standards.
  • Lead process improvement projects and implement changes.
  • Lead and mentor consultants, act as a role model, and provide creative solutions that enhance consultants’ overall experience.
  • Participate in the firm’s recruiting efforts, client relationship building, and business development efforts.
  • Own projects from start to finish and work in client-facing engagements.
  • Work across office, remote, or client-site locations as required by the engagement.

Desired Qualifications

  • CPA license or active progress toward CPA certification.
  • Experience with SEC reporting and filings, including Forms 10-K, 10-Q, and S-1, or experience in public-company financial reporting environments.
  • Experience performing technical accounting research, preparing accounting memoranda, and/or applying guidance in complex accounting areas, including revenue recognition, leases, business combinations, or stock-based compensation.

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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