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CFGI

CFGI

Technical accounting, M&A, tax advisory services

Managed Services Delivery Director

Full-TimePosted on 9/15/2026
No salary listed
Expert
Bachelor's
United States
Hybrid

Hybrid work arrangement in the United States.

About the job

Requirements
  • 10+ years of experience in public accounting, accounting advisory, outsourced accounting, managed services, and/or corporate accounting or finance, including at least 1 year of public accounting audit experience.
  • Experience leading complex accounting, controllership, outsourced finance, or managed-services engagements and teams.
Responsibilities
  • Lead complex Managed Services client relationships and oversee engagements across assessment, transition, and ongoing delivery operations.
  • Partner with CFOs, Controllers, CAOs, and senior finance leaders to define effective outsourced controllership and finance operating models.
  • Provide executive oversight of accounting operations, financial close, reporting, and related controllership activities across client engagements.
  • Establish and monitor delivery expectations, governance, service quality, performance metrics, and client outcomes.
  • Lead major process-improvement initiatives across procure-to-pay, order-to-cash, record-to-report, and other core finance processes.
  • Advise executive stakeholders on complex accounting, reporting, controls, operating-model, and finance-delivery challenges.
  • Oversee development of sophisticated dashboards, data models, key performance indicators, and management reporting that improve transparency and decision-making.
  • Champion the use of artificial intelligence, automation, analytics, and finance technologies to improve service quality, scalability, and efficiency.
  • Coordinate with CFGI capabilities across accounting advisory, finance transformation, data and analytics, systems, and other relevant functions to deliver integrated solutions.
  • Oversee engagement staffing, team performance, quality, delivery risks, and escalation management.
  • Develop Senior Managers, Managers, and Consultants while building a strong leadership pipeline within the practice.
  • Expand existing client relationships by identifying unmet needs, cross-selling relevant CFGI capabilities, and developing new Managed Services opportunities.
  • Lead or contribute to proposals, solution design, pricing discussions, presentations, and other business-development activities.
  • Contribute to Managed Services methodologies, delivery standards, technology strategy, recruiting, and broader practice growth.
Desired Qualifications
  • Experience advising CFOs, Controllers, CAOs, or other senior finance executives on accounting operations, financial reporting, controllership, or finance-delivery matters.
  • Experience overseeing complex month-end and year-end close, financial reporting, accounting operations, and internal-control environments.
  • Experience leading large or multi-workstream finance engagements with responsibility for delivery quality, staffing, client relationships, and outcomes.
  • Experience designing or improving outsourced finance, managed-services, shared-services, or other scalable finance operating models.
  • Experience leading transformation across procure-to-pay, order-to-cash, record-to-report, or other core finance processes.
  • Experience using technology, artificial intelligence, automation, analytics, or reporting solutions to improve finance operations at scale.
  • Experience developing senior team members and leading teams across multiple levels or workstreams.
  • Experience growing client relationships through new solution identification, cross-selling, proposals, or other business-development activities.
  • Experience collaborating across accounting, technology, transformation, data, and other functional teams to deliver integrated solutions.
  • Undergraduate degree in Accounting, Finance, or a related field.
  • Certified Public Accountant, Master of Business Administration, Chartered Financial Analyst, or another relevant professional credential.
  • Experience with finance technologies, enterprise resource planning platforms, data visualization, artificial intelligence, automation, or workflow technologies.
  • Experience establishing or scaling a managed-services, outsourced controllership, shared-services, or finance-delivery capability.
  • Experience with complex transition programs involving the migration of finance and accounting activities into a managed-services operating model.

About the company

CFGI provides financial consulting that acts 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 RPA. It embeds senior professionals to run or support finance functions as technical accounting advisors, controllers, or CFOs, delivering project-based help and process improvements, often with RPA tools. Unlike firms that offer only standalone advisory, CFGI partners directly with internal teams across a wide range of needs to deliver ongoing, hands-on support. The goal is to help clients navigate complex financial challenges, improve reporting accuracy and efficiency, and scale their finance capabilities.

Company Size

1,001-5,000

Company Stage

Acquired

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

2000

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Simplify's Take

What believers are saying

  • May 2026 New York office relocation signals expansion, not contraction.
  • April 2026 Sweep partnership opens recurring ESG reporting work for finance teams.
  • September 2026 headcount data shows 907 employees, up 7.2% year over year.

What critics are saying

  • Private equity ownership under Carlyle and CVC pressures aggressive growth by 2027.
  • ESG advisory depends on CSRD and California mandates; regulatory delays hit utilization fast.
  • Talent wars in Boston, New York, and Germany threaten margin compression and delivery quality.

What makes CFGI unique

  • CFGI is a Carlyle-CVC-backed independent advisor with no audit-practice conflicts.
  • March 2026 COO Radhika Ray strengthens global operations and AI-enabled delivery.
  • PAS Financial Advisory AG added nine German offices and deep CFO-ecosystem reach.

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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

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

10%
Sweep
Apr 14th, 2026
Sweep and CFGI announce strategic partnership to help enterprises navigate sustainability reporting with confidence.

Sweep and CFGI announce strategic partnership to help enterprises navigate sustainability reporting with confidence. * Last updated - April 14, 2026 News announcement This strategic partnership combines Sweep's market-leading sustainability intelligence platform with CFGI's finance, accounting, and ESG expertise, ensuring quality non-financial information for effective decision-making and regulatory compliance. Together, Sweep and CFGI will help enterprises meet growing sustainability reporting requirements with audit-ready data and processes. The partnership brings together Sweep's technology platform for sustainability data management with CFGI's deep expertise in technical accounting, internal controls, regulatory compliance, and ESG program management. The result is a complete solution that ensures you can capture and manage your data to meet your regulatory requirements and support your strategic objectives. As CFOs and finance leaders face mounting pressure to deliver on growing compliance demands, such as CSRD, IFRS S1/S2 and California SB 253/SB 261, organizations need more than guidance on simply what's required. More than ever, they need technology and processes that: can handle data complexity; meet audit standards; scale with the growth in data volumes; and keep up with regulatory change. This partnership addresses each of these challenges. Sweep's enterprise-grade sustainability intelligence platform gives organizations the infrastructure to collect, manage, and report sustainability data with the granularity and traceability that auditors and regulators expect. Sweep supports comprehensive value chain emissions tracking, meets industry-standard reporting frameworks, and delivers the data quality and controls that finance teams require. CFGI brings end-to-end sustainability capabilities, supporting clients across the full ESG lifecycle. The company works alongside management to translate continuously-evolving ESG requirements into practical, scalable solutions. CFGI does this whilst building clients internal capabilities so that their combined work can continue to be taken forward. The outcome is sustainability information that is decision-useful, credible and audit ready while building robust foundations for long-term value creation. Rachel Delacour, CEO and cofounder of Sweep said: "Finance leaders are on the front line of sustainability reporting, and they need solutions built for their standards - audit trails, data integrity, and regulatory precision. CFGI understands the compliance and assurance requirements that CFOs and controllers are managing, and together we can give them both the strategic guidance and the technology platform to get it done. This partnership is particularly well-suited to the US and European markets, where organizations are balancing CSRD extraterritorial scope and California mandates all at once." Chris Docherty, Head of ESG Advisory at CFGI adds: "Sustainability reporting is continuing to move from voluntary to being mandated by an increasingly complex regulatory landscape. Organizations need confidence that their data, processes and controls will stand up to regulatory and assurance scrutiny. Partnering with Sweep allows us to combine deep ESG, accounting and controls expertise with a robust, enterprise-grade technology platform. Together, we help teams move beyond interpretation of requirements to operationalise them - building audit-ready sustainability data and governance that supports compliance, decision-making and long-term business resilience." About Sweep Sweep is the enterprise sustainability intelligence platform trusted by the world's leading companies and financial institutions. Its saas solution helps organizsations meet complex reporting requirements, map environmental impact across their value chain, and strategically implement sustainability strategies that deliver business value. Sweep delivers transparent, granular, and actionable data-backed insights. Its platform empowers decision-makers to identify regulatory and climate risks, engage their supply chain, design robust ESG transition plans, and build long-term business resilience. From medium-sized companies to global giants like l'oréal, orange, and crocs, its clients use Sweep to embed sustainability at the core of their operations and stay competitive in a rapidly evolving regulatory and economic landscape. Sweep has been recogniszed by verdantix, IDC, and MEDEF as a leader in sustainability data management. Co-founded by rachel Delacour, yannick chaze, and raphael gueller, Sweep is B corp certified and active members of the world bank's carbon pricing leadership coalition, france invest, and the international emissions trading association. About CFGI. CFGI is a leading international accounting and business advisory firm, supporting public and private organisations across all industries. CFGI offers a full suite of solutions for all critical matters facing the office of the CFO and investors, including technical and operational accounting, finance transformation, tax, risk advisory, audit readiness and ESG advisory. Comprised of former big 4 professionals and with no audit practice, CFGI provides the responsivity and bespoke solutions of a boutique advisory with the top tier expertise and international scale of the world's leading professional services firms. CFGI's ESG advisory practice focuses on providing practical support to organisations that delivers regulatory compliance and strategic value. Sweep deliver projects in tandem with client teams in ways that make sense for that specific team and organisation. Sweep support clients across all aspects of their sustainability journey including regulatory mapping and compliance; report preparation, operating and governance models, process and control development, risk and materiality assessments, GHG accounting, transition planning, assurance readiness and platform implementations. Drawing on its broader finance and accounting capabilities, CFGI helps organisations embed sustainability into their businesses in a way that is scalable, audit-ready and aligned to strategic decision-making. Sweep can help. Sweep makes sustainability work for your business. Not the other way round. Sweep connect all your sustainability data and turn it into business intelligence to help you unlock performance - from compliance and risk reduction, all the way to cost-savings, and market differentiation. With Sweep, you can: * Lower costs through real-time tracking and insights * Strengthen supply chains with end-to-end visibility and engagement * Deliver audit-ready sustainability and climate reporting with confidence * Make sustainability intelligence available to everyone to optimize the business See how Sweep can help you on your sustainability journey

California STEM Reporter
Oct 2nd, 2024
FloQast Partners with CFGI to Drive Financial Transformation and Accounting Excellence in APAC

Since 2018, FloQast has collaborated with CFGI to enhance financial close solutions in North America, with recent expansion into the DACH and UK regions.

Firmenpresse
May 4th, 2024
CFGI erwirbt das führende deutsche CFO-Beratungsunternehmen PAS Financial Advisory AG

CFGI, ein führendes internationales Beratungshaus und Portfoliounternehmen von Carlyle und CVC Partners, erwirbt das führende deutsche CFO-Beratung ...

CFGI
May 25th, 2021
Corporate Finance Group, Inc. partners with SecurityScorecard Inc.

CFGI has partnered with SecurityScorecard to non-intrusively evaluate an organizations’ cybersecurity using an ‘outside-in’ methodology.

Enterprise Times
Jun 5th, 2020
FloQast expands partner program

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.