Full-Time

Interim CFO and Controller Opportunities

Posted on 4/18/2024

CFGI

CFGI

501-1,000 employees

Financial consulting and business transformation services

Consulting
Financial Services

Senior, Expert

Remote in USA

Required Skills
Financial analysis
Mergers & Acquisitions (M&A)
Requirements
  • Bachelor's or master's degree in accounting or finance; active CPA certification preferred.
  • 12+ years of experience in an accounting and finance environment.
  • Must have prior experience working as a Controller, VP Finance or CFO for an operating company for at least five years.
  • Super-Controller (P&L ownership) experience within high-growth (organic/inorganic) PE-backed companies, with an ability to play at the CFO-level a big plus.
  • Extensive experience establishing daily, weekly, monthly reporting (DWMR) for all stakeholders.
  • Executive presence and communication skills to effectively team/communicate with PE sponsor deal teams and portfolio company senior management.
  • Ability to condense and standardize monthly financial statement closing processes through process and systems optimization.
  • Expertise in all aspects of lender compliance reporting, covenant reporting (add-back treatment), financial analysis/reporting, etc.
  • Strong familiarity with closing statement preparation, managing post-Closing OBS/Valuation workstreams, and other 3PLs.
  • Self-starter and demonstrated ability to problem solve and align team members around strategy/tactics to push time-sensitive initiatives forward.
  • Ability to travel as needed.
  • Multi-industry discipline, as well as previous public accounting experience, is a plus.
Responsibilities
  • Lead post-closing accounting and finance initiatives for newly acquired, first-time private equity-backed enterprises.
  • Lead and accelerate month-end closing processes, including ensuring close timeliness and accuracy, account reconciliations, accruals, journal entry preparation/posting, and variance analyses.
  • Manage all aspects of day-to-day accounting functions and provide guidance to team members, ensuring effective team support.
  • Help prepare and deliver monthly, quarterly, and annual board packages and presentations.
  • Analyze and interpret financial information pertaining to the company’s performance.
  • Achieve an understanding of operations to weigh in on business trends.
  • Develop performance measures that support the company’s strategic direction.
  • Maintain in-depth relations with private equity sponsors and all members of the management team.
  • Oversee the financial operations of subsidiary companies and foreign operations, if applicable.
  • Manage third-party relationships.
  • Oversee the company’s transaction processing systems.
  • Supervise acquisition due diligence and integration initiatives.
  • Monitor and forecast financial covenants and liaise with all debt and equity stakeholders.
  • Ensure compliance with all regulatory requirements.
  • Function as a financial advisor to members of leadership.

CFGI specializes in providing financial consulting services, including accounting advisory, risk management, cybersecurity, and valuation, with a focus on robotic process automation for finance and accounting operations. Additionally, the company offers business transformation solutions.

Company Stage

Private

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

2000

Growth & Insights
Headcount

6 month growth

3%

1 year growth

1%

2 year growth

16%