CFGI

Director

• Work under the GTM leader
• Collaborate closely with Delivery, Transitions, and emerging AI & Automation capabilities
• Position differentiated solutions that resonate with CFOs and finance leaders

Consultant

• Work remotely or on-site at client projects as a (aspiring) expert in Financial Performance Management
• Advise clients as an expert in the LucaNet software
• Carry out diverse implementation projects
• Serve as the point of contact for functional and software-specific questions
• Contribute to professional publications and the development of innovative topics
• Receive professional onboarding through an intensive training program

Senior Consultant, EPM Consulting and Implementation – LucaNet

• Work remotely or on-site at the client's premises
• Analyze and prepare documents and information
• Take responsibility for junior colleagues
• Support partners and managers in business development activities
• Contribute to professional publications and help develop new topic areas

Senior Consultant – Transaction Advisory Services

Financial Planning and Analysis

• Advising companies on financial reporting under IFRS and US GAAP
• Supporting IPOs in Europe and the USA
• Advising leading start-ups across the entire finance roadmap
• Developing solution approaches for corporate transactions (M&A deals, IPOs, carve-outs, pro forma financial information)
• Operational implementation and acting as the direct point of contact for clients
• Supervisory responsibility for junior colleagues
• Supporting client acquisition and business development activities
• Contributing to professional publications or the development of innovative topics

Senior Consultant – Finance & Accounting Advisory

• Work on demanding projects for national and international corporate transactions
• Analyze and prepare documents containing valuation models
• Take responsibility for junior colleagues
• Support partners and managers with client acquisition and business development activities
• Contribute to technical publications and the development of new areas of expertise

Senior Consultant – Valuation

Security Engineer

• Establish and further develop the Cybersecurity Advisory practice at CFGI Germany and contribute to the strategic establishment of the German office.
• Develop and implement cybersecurity process, risk, and control frameworks for our clients, aligned with applicable laws, standards, and best practices.
• Conduct risk analyses, maturity assessments, and compliance readiness assessments (including cybersecurity and data privacy).
• Define, test, and audit controls according to internal audit frameworks as well as relevant legal and regulatory requirements.
• Advise clients on the implementation and optimization of cybersecurity policies, standards, and procedures.
• Design and implement cybersecurity awareness and training programs.
• Oversee the implementation and operation of security tools, technologies, and processes.
• Develop and report cybersecurity metrics and reports for various management levels up to the Audit Committee and the Board.
• Provide governance services to oversee cybersecurity functions (e.g., risk, vulnerability, and incident management).
• Establish and implement risk management practices, including policies, procedures, and a risk register.
• Support the implementation of GRC tools and lead third-party risk management (TPRM) processes.
• Advise on cybersecurity and data protection regulations in the German and European legal context (e.g., NIS2, GDPR).

Director – Cybersecurity

• Advising companies on accounting matters such as transitions to IFRS and US GAAP
• Supporting IPOs in Europe and the USA
• Advising leading start-ups across the entire finance roadmap
• Responsible for project management and operational implementation
• Direct point of contact for clients together with a Director or Partner
• Supervisory responsibility for junior colleagues and support in business development activities
• Contributing to technical publications or the development of innovative topics

Senior Manager – Finance & Accounting Advisory

Manager

• Lead day-to-day execution of transition engagements, including planning, kickoff, execution, and issue resolution
• Manage transition workstreams, ensuring alignment to timelines, milestones, and deliverables
• Develop and maintain detailed transition plans, status reports, and risk logs
• Ensure consistent execution of standardized transition processes, including kickoff meetings, status reporting, and milestone tracking
• Coordinate with cross-functional teams to support seamless transition into steady-state delivery
• Identify and escalate risks, issues, and dependencies across engagements
• Support development of dashboards and reporting to track transition progress and performance
• Mentor and guide Managers and Consultants, ensuring high-quality execution and development
• Contribute to continuous improvement of transition methodologies, tools, and templates

Senior Manager, Transitions

• Work closely with ‘C-level’ management of Fortune 500, mid-cap, and start-up companies.
• Lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements.
• Take ownership of client engagements, including report writing and developing client relationships.
• Drive client deliverables of financial and regulatory information in accordance with SEC and regulatory requirements.
• Serve as a subject matter expert on projects related to new ASC accounting standards.
• Lead process improvement projects and mentor engagement team members.
• Actively participate in recruiting efforts and business development initiatives.

• Supporting the tax notice process, including opening and scanning notices, distributing notices to different teams, maintaining the notice portal, and tracking responses.
• Assisting with the tax return filing process, including obtaining signatures, preparing payment support, coordinating mailings, and saving down returns to internal network.
• Supporting the legal entity management function by preparing basic IRS forms as needed (SS-4’s, 8832 Election Forms), tracking acquired and disposed assets, updating organizational charts, and completing requests that come through the Entity Lifecycle Manager (ELM).
• Assisting with the tax refund tracking process, including saving down refund checks, provide support, update the tracker, and contact the respective tax authorities as needed.
• Organizing and maintaining thorough records for team; uploading documents as needed to secure, internal databases.
• Maintaining confidentiality of all sensitive and confidential issues; assisting a wide variety of projects as reasonably assigned.

Fund Management – Tax Assistant

• Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.
• Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions and divestitures, stock offerings and debt raises).
• Drive client deliverables of financial and regulatory information in accordance with regulatory requirements.
• Serve as a subject matter expert on projects related to new accounting standards.
• Lead process improvement projects and implementation of changes.
• Mentor senior managers, managers, and consultants, acting as a moral and ethical role model, fostering engagement team professional growth, and providing constructive and actionable feedback.
• Lead firm initiatives and identify areas for improvements.
• Play an active role in the firm’s recruiting efforts, client relationship building, and business development efforts.

• Support buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to corporations and private equity investors
• Analyze target company data to identify historical and projected operating trends, quality of earnings/assets, pro forma financials, working capital calculations, debt and debt-like items and other potential liabilities/risks which impact valuation of and negotiation with the target company
• Responsible for working with senior team members on multiple complex engagements simultaneously
• Manage and coordinate approach of client, CFGI engagement teams, and third-party diligence providers throughout the transaction process

Director

Senior Consultant, EPM Consulting and Implementation – LucaNet

Senior Consultant – Transaction Advisory Services

Senior Consultant – Finance & Accounting Advisory

Senior Consultant – Valuation

Director – Cybersecurity

Senior Manager – Finance & Accounting Advisory

Senior Manager, Transitions

Director

Fund Management – Tax Assistant

Director

Financial Due Diligence Director