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CFGI

Technical accounting, M&A, tax advisory services

Finance & Accounting Advisory Manager

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-timeAustin, TX, USANo salary listed

About the Job

Requirements

  • The role requires 5–9 years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting or finance.
  • The role requires at least 2 years of experience at a Big 4 firm: Deloitte, EY, KPMG, or PwC.
  • Candidates should have experience applying U.S. generally accepted accounting principles through financial statement preparation, audit engagements, month-end close, financial reporting, or technical accounting research.
  • Candidates should have experience leading engagement workstreams, supervising staff, and managing project timelines and deliverables.
  • Candidates should have experience reviewing work product, guiding junior team members, and serving as a primary client contact.
  • Candidates should have experience applying accounting and financial reporting knowledge to complex business and accounting challenges.
  • Candidates should have strong interpersonal, written, and verbal communication skills and be able to work effectively within teams.
  • Candidates should proactively identify client needs and build strong relationships with clients and colleagues.
  • Candidates should be highly organized and able to manage multiple priorities and set clear expectations.
  • Candidates should have effective analytical and critical-thinking abilities.
  • Candidates should be entrepreneurial, self-motivated, ethical, and dependable, with a commitment to client service and positive outcomes.

Responsibilities

  • Work with senior management at client companies across Fortune 500, mid-cap, and start-up organizations.
  • Lead project teams and interact with clients and their Big 4 auditors on engagement matters, including report writing, developing and managing client relationships, and business development.
  • Integrate with client senior management to solve complex accounting issues and prepare proposed resolutions.
  • Review consultants’ work on operational due diligence for complex transactions, including acquisitions, divestitures, stock offerings, debt raises, and IPOs.
  • Review consultants’ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements, including 10-K, 10-Q, S-1, and S-4 filings, and coordinate audits.
  • Research and document projects related to new accounting standards issued by the Financial Accounting Standards Board Accounting Standards Codification.
  • Conduct process-improvement projects and implement changes.
  • Lead and mentor consultants, serve as a role model, and provide solutions that enhance consultants’ experience.
  • Participate in recruiting, client relationship-building, and business-development efforts.
  • Own projects from start to finish and work with clients in a client-facing capacity.
  • Work from the office, remotely, or at client sites depending on engagement needs.

Desired Qualifications

  • A Certified Public Accountant license or active progress toward CPA certification.
  • Experience with SEC reporting and filings, including Forms 10-K, 10-Q, and S-1, or experience in public-company financial reporting environments.
  • Experience performing technical accounting research, preparing accounting memoranda, and/or applying guidance in complex accounting areas, including revenue recognition, leases, business combinations, or stock-based compensation.

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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