Full-Time

Risk Advisory

Director

Confirmed live in the last 24 hours

CFGI

CFGI

1,001-5,000 employees

Financial consulting and interim management services

Robotics & Automation
Financial Services

Senior, Expert

United Kingdom

Hybrid position in the United Kingdom.

Category
Management Consulting
Consulting
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.
  • Understanding of 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.
Responsibilities
  • 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.
  • 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.
  • 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.
  • 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.

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 a client's internal staff, providing tailored support that meets specific business needs. The goal of CFGI is to enhance the financial operations of its clients, ensuring they have the expertise and resources necessary to navigate their financial landscape effectively.

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

  • Growing demand for ESG consulting boosts CFGI's service offerings and market relevance.
  • Digital transformation trends align with CFGI's expertise in automation and process optimization.
  • Private equity investments provide CFGI opportunities for growth and service expansion.

What critics are saying

  • Emerging APAC competitors may challenge CFGI's market share post-FloQast expansion.
  • Integration of PAS Financial Advisory AG may face cultural and operational challenges.
  • SecurityScorecard partnership could expose CFGI to cybersecurity risks if mismanaged.

What makes CFGI unique

  • Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.
  • CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.
  • CFGI's independence from auditor restrictions allows tailored solutions for complex scenarios.

Help us improve and share your feedback! Did you find this helpful?