Full-Time
Transaction Support and Transformation
Partner
Confirmed live in the last 24 hours
CFGI
1,001-5,000 employees
Financial consulting and interim management services
Expert
United States
Hybrid position in the United States.
- Bachelor’s degree in Finance, Accounting, Business Administration or a related field, a Master’s degree is highly preferred.
- At least 15 years of experience in transaction support and finance transformation.
- At least ten years of experience interacting with CFOs, Controllers and M&A leadership in public companies.
- Demonstrated a track record in transaction support and transformation, as well as driving business growth in a consulting environment.
- Deep understanding of impact of different types of M&A activities on financial operations, processes and technology landscape 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 adding 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 transaction support and transformation practice.
- Support the evolution of our service delivery approach in the areas of IPO Readiness, Private Equity 1st 100 Days, M&A transactions such as carve-outs and integrations, Life Sciences Commercialization, etc.
- Oversee the finance assessment, planning and definition of transformation roadmap for transactions support projects.
- Provide support on strengthening our brand as trusted business transformation advisors in the transaction finance transformation support space.
- Identify gaps in existing transaction support team from competency and hiring perspectives, define plan for hiring and skills development to address those gaps.
- Partner with other CFGI groups on go-to-market strategy, account planning, opportunity identification, proposals and project deliveries.
- 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 contacts that can grow our targets both on logos and numbers.
- Stay updated on recent transactions and planned transactions in the market that can impact our plans, targets and delivery strategies.
- Provide leadership oversight over the planning, delivery, and closure of transaction support projects.
- Lead the assignment of resources on the projects to achieve required alignment of skills, skills development plans and target utilization targets.
- Provide leadership oversight over the planning, delivery, and closure of transaction transformation support projects.
- Monitor and follow up with project leads on project 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, 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
6 month growth
↑ 42%1 year growth
↑ 42%2 year growth
↑ 42%
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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