Full-Time

Accounting Advisory

Manager

Confirmed live in the last 24 hours

CFGI

CFGI

1,001-5,000 employees

Financial consulting and interim management services

Consulting
Financial Services

Compensation Overview

$100k - $140kAnnually

+ Bonus Programs + Incentives

Senior

San Francisco, CA, USA

Hybrid position in San Francisco, CA.

Category
Financial Accounting
Financial Analysis
Management Accounting
Accounting
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.
  • Five to seven years of experience in public accounting and/or industry accounting/finance.
  • Excellent interpersonal, written, and oral communication skills with an 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 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.
Responsibilities
  • Take ownership of your career at CFGI: Gain exposure to a wide range of industries and/or projects, make a true business impact with your clients, own projects from start to finish, experience client interaction and thrive in a client-facing role, be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm, enjoy the flexibility of office/remote/client site work locations (engagement specific), create your own path, enjoy what you do!
  • Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions.
  • Review of work prepared by consultants on operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s).
  • Review of consultants’ 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).
  • Research and documentation projects related to new ASC accounting standards.
  • Process improvement projects and implementation of changes.
  • Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant’s overall experience.
  • Participate 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

Acquired

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

2000

Growth & Insights
Headcount

6 month growth

42%

1 year growth

42%

2 year growth

42%
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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