CFGI

Technical accounting, M&A, tax advisory services

Financial Risk Advisory Director

Risk, Regulatory & Legal AdvisoryConfirmed live in the last 24 hours

Full-timeLondon, UKNo salary listedHybrid

About the Job

Requirements

Fluency in implementing SOX for newly public companies, including designing age- and stage-appropriate controls, providing practical guidance and controls implementation, and managing remediation of gaps and deficiencies.
Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, information produced by the entity (IPE), and determining system and application scoping.
Advanced understanding of Big Four sampling, testing, and deficiency evaluation methodologies.
In-depth experience reviewing SOC 1 Type II reports and relevant complementary user entity controls (CUEC) mapping, including sub-service organizations.
Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to SOX requirements for different filer types, PCAOB standards, and AICPA audit standards.
At least 10 years of direct, client-service/client-facing experience in commercial audit, risk advisory, or technical accounting, including at least 6 years at a Big Four or large national firm.
An undergraduate degree in accounting or a similar field from an accredited university.
Strong project management skills, including the ability to multitask, prioritize, and manage multiple requests.
Strong analytical and critical-thinking abilities.
Ability to understand the unique pressures of client service and accommodate occasional unpredictable working hours to meet project deadlines or client requests for travel.

Responsibilities

Lead multiple concurrent SOX projects at different maturity stages, including new implementations, recurring projects, and limited or defined-scope projects.
Execute projects with minimal supervision from more senior individuals.
Set realistic deadlines with clients and internally with the team.
Serve as the principal point of contact for clients and CFGI leadership on each project.
Schedule and manage teams and individuals at various staff levels based on project needs and scope.
Manage team and individual workloads while progressing toward project milestones and delivering work on time and on budget.
Actively manage project budgets, assess changes to budget assumptions, and obtain client approval for additional services before incurring time.
Ensure team members submit timecards promptly and accurately; review budget-to-actuals and invoices.
Frequently communicate project status to clients and the project Partner by email, phone, virtually, and/or in person.
Lead by example and provide constructive, timely feedback and formal written feedback.
Identify development opportunities for individuals and strategically schedule people into those roles.
Take responsibility for team morale.

Desired Qualifications

A Certified Public Accountant (CPA) qualification and/or a Master of Business Administration (MBA), combined with solid accounting experience, is preferred but not required.
Excellent interpersonal, written, and oral communication skills, and the ability to assimilate easily into teams.
Excellent communication and presentation skills, both verbal and written.
Exceptional virtual and in-person executive presence.
An entrepreneurial nature, self-motivation, ethical conduct, and dependability.

Position Overview:

Risk Advisory Directors are critically important project leaders who help our clients navigate the complexities of SOX, deliver internal controls focused projects, and coach and develop our people. Our clients represent a broad range of public or soon-to-be public companies, from new IPOs, mid and large cap companies, and Fortune 1000s.

Principal Duties and Responsibilities:

Project Delivery:

·Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects).

·Executes projects with minimal supervision by more senior individuals.

·Sets realistic deadlines with the client and internally with the team.

·Seen as the principle point of contact by the client and CFGI leadership for each project.

Engagement Management:

·Schedules and manages teams/individuals of various staff level(s) based upon project need and scope.

·Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget.

·Actively manages project budgets and evaluates whether there have been changes to budgetary assumptions; obtains client approval to perform any additional services in advance of incurring time.

·Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices.

·Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project’s Partner.

Technical Acumen:

·Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies.

·Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping.

·Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies.

·In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations.

·Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards.

People Development:

·Leads by example.

·Provides constructive, in-the-moment feedback and formal written feedback.

·Identifies development opportunities for individuals and strategically schedules people in those roles.

·Responsible for the morale of their teams.

Education and Experience Requirements:

·10+ years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum 6 years at a Big Four or a large national firm.

·Undergraduate degree in accounting or similar field from an accredited university.

·CPA and/or MBA combined with solid accounting experience are preferred but not required.

·Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests.

·Excellent interpersonal, written, and oral communication skills, and ability to assimilate easily into teams.

·Strong analytical and critical thinking abilities.

·Excellent communication and presentation skills, both verbal and written.

·Exceptional virtual and in-person executive presence.

·Entrepreneurial nature, self-motivated, ethical, and dependable.

·As a professional, you must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines and/or client requests for travel, as necessary.

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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