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CFGI

Technical accounting, M&A, tax advisory services

Finance & Accounting Advisory Consultant

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-timeSan Diego, CA, USA

About the Job

Requirements

  • Have 2.5–6 years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting or finance.
  • Have a minimum of 2 years of experience at a Big Four firm: Deloitte, EY, KPMG, or PwC.
  • Experience applying U.S. generally accepted accounting principles through financial statement preparation, audit engagements, month-end close, financial reporting, or technical accounting research.
  • Experience owning portions of accounting, audit, or finance-related workstreams and deliverables.
  • Have excellent interpersonal, written, and oral communication skills and be able to assimilate easily into teams.
  • Have effective analytical and critical thinking abilities.
  • Be self-motivated, ethical, dependable, and committed to quality client service.

Responsibilities

  • Work as part of a team with other CFGI professionals, Big Four auditors, and client management on engagements.
  • Analyze financial information, interview client management, identify key issues, write reports, participate in meetings, and develop strong relationships with client management.
  • Prepare operational due diligence for complex transactions, including acquisitions, divestitures, stock offerings, debt raises, and IPOs.
  • Perform accounting projects focused on carving out business units or subsidiaries.
  • Integrate with clients’ internal staff as a subject matter expert on senior accounting tasks or provide overall financial team support.
  • Prepare 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 new Accounting Standards Codification accounting standards.
  • Perform process improvement projects and implement changes.

Desired Qualifications

  • CPA license or active progress toward CPA certification.
  • Exposure to SEC reporting and filings, including Forms 10-K, 10-Q, and S-1.
  • Experience in one or more complex accounting areas, such as 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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