CFGI

Consultant

• Support development of value creation playbooks and operational improvement frameworks.
• Coordinate initiative tracking, milestone management, and performance reporting.
• Establish and maintain governance tools, workplans, risk logs, and status updates.
• Support executive operating reviews, steering committee meetings, and leadership updates.
• Conduct operational, market, and business performance analyses.
• Build executive dashboards, scorecards, and board-ready presentations.
• Track KPIs, risks, dependencies, and implementation progress across initiatives.
• Facilitate cross-functional coordination across initiative owners and business leaders.
• Synthesize complex analyses into clear insights and recommendations.
• Support strategic initiatives and special projects across the organization.

Value Creation Consultant

Director

• Lead value creation initiatives across CFGI's private equity clients and portfolio companies.
• Develop value creation playbooks and operational improvement frameworks.
• Identify and prioritize EBITDA enhancement opportunities across operations, finance, commercial, and corporate functions.
• Establish governance, initiative tracking, and performance management processes.
• Drive accountability across initiative owners and business leaders.
• Oversee value capture tracking, benefits realization, and financial performance reporting.
• Develop executive-level dashboards, scorecards, and board-ready materials.
• Facilitate executive operating reviews and steering committee meetings.
• Support business development, proposal development, and practice-building activities.
• Mentor junior team members and establish best-practice operating processes.

Managing Director, Value Creation

Financial Planning and Analysis

• Support development of value creation playbooks and financial performance frameworks.
• Conduct financial, operational, and business performance analyses.
• Track realized versus projected savings and EBITDA impact across initiatives.
• Perform financial reconciliations, variance analyses, and benefits realization tracking.
• Develop business cases and support opportunity sizing efforts.
• Build financial models to assess cost reduction, margin improvement, revenue growth, and working capital opportunities.
• Support monthly performance reporting and executive-level financial updates.
• Partner with initiative owners to validate assumptions, financial impact, and value capture.
• Prepare board-ready financial analyses, dashboards, and presentations.
• Support strategic finance initiatives and special projects across the organization.

Finance Value Creation, Consultant

• Manage client relationships and drive engagement success.
• Lead high-impact engagements across various industries.
• Act as a strategic advisor providing technical expertise.
• Build and manage long-term client relationships.
• Drive business development initiatives and maintain industry relationships.
• Guide clients in preparing financial statements and filings.
• Mentor and develop professionals at all levels.

Finance & Accounting Advisory – Managing Director

• Managers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies.
• CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development.
• Gain exposure to a wide range of industries and/or projects.
• Make a true business impact with your clients.
• Own projects from start to finish.
• Experience client interaction and thrive in a client-facing role.
• Be consistently challenged and learn through a collegial environment created from top-tier experts hired within the firm.
• Enjoy the flexibility of office/remote/client site work locations (engagement specific).
• Create your own path.
• Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions.
• Review work prepared by consultants on operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s).
• Review consultants’ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination).
• Research and documentation projects related to new ASC accounting standards.
• Process improvement projects and implementation of changes.
• Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant’s overall experience.
• Participate in the firm’s recruiting efforts, client relationship building, and business development efforts.

Managing Director, Finance & Accounting Advisory

• Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.
• Lead and oversee all aspects of client engagements, from scoping to execution, ensuring timely and high-quality deliverables.
• Drive client deliverables of financial and regulatory information in accordance with regulatory requirements.
• Drive business development initiatives by identifying new client opportunities, maintaining strong industry relationships, and actively participating in firm-wide growth strategies.
• Mentor and develop professionals at all levels, fostering a culture of integrity, collaboration, and professional growth.
• Develop and enhance the firm’s training programs, providing guidance on new accounting standards and best practices.

Manager

• Work on challenging projects related to national and international corporate transactions
• Take responsibility for the operational execution of projects and serve as the primary client contact
• Have personnel responsibility for the project team
• Carry out business development activities on existing or new mandates
• Contribute to professional publications and drive the development of new, innovative subject areas

Senior Manager, Transaction Advisory Services

• Prepare, review, and negotiate a variety of contracts, including client agreements, vendor contracts, and service agreements.
• Support the development and use of standardized contract templates to ensure consistency and legal compliance across jurisdictions.
• Collaborate with internal stakeholders to align contract terms with business objectives and legal standards.
• Escalate complex or high-risk matters to the Director and coordinate with external counsel as needed.
• Manage the full contract lifecycle, including drafting, revisions, approvals, execution, amendments, renewals, and terminations.
• Track contract milestones and key dates to ensure timely renewals and compliance with contractual obligations.
• Maintain organized and accurate contract records in designated contract management systems.
• Contribute to the development and enhancement of contract management processes, tools, and best practices.
• Help implement standardized procedures and controls to improve efficiency and reduce legal and operational risk.
• Monitor contract management trends and recommend improvements to policies and workflows.

Contract Manager

• Lead transfer pricing engagements, which include planning, design, and implementation of transfer pricing policies, benchmarking and economic analyses, and documentation (Master File, Local File, Country-by-Country Reporting).
• Advise clients on intercompany transactions (e.g., services, IP, financing, supply chain restructuring).
• Provide technical expertise on OECD Guidelines, IRC Section 482, and global transfer pricing regulations.
• Support clients with IRS and global tax authority audits, disputes, and APA (Advance Pricing Agreements).
• Oversee multiple concurrent engagements, ensuring quality, timelines, and budgets are met.
• Lead, mentor, and develop CFGI’s managers and consultants.
• Review deliverables for technical accuracy and compliance.
• Implement best practices and drive operational efficiency across engagements.
• Identify and pursue new business opportunities within existing and prospective client relationships.
• Develop proposals, pricing strategies, and engagement letters.
• Collaborate with CFGI’s broader advisory teams to deliver integrated solutions.
• Contribute to firm thought leadership through articles, webinars, and speaking engagements.
• Stay current on evolving global tax regulations (OECD BEPS, Pillar Two, etc.).
• Assist in developing methodologies, tools, and intellectual property to enhance service offerings.

Transfer Pricing Director

Chief Marketing Officer

• Own and lead CFGI’s overall marketing strategy and external brand narrative.
• Develop and oversee media distribution strategy across the firm’s website, social media channels, sponsored press, and partner channel presence.
• Oversee the continued optimization of CFGI’s website, including SEO strategy, user engagement, and coordination with third-party vendors and internal stakeholders.
• Develop and manage initiatives integrating themes such as AI, private capital, and value creation into CFGI’s marketing and thought leadership materials.
• Partner with CFGI’s AI build team to develop and operate an AI-enabled content engine focused on automating production, personalizing distribution, and enhancing quality across thought leadership, marketing collateral, and client-tailored proposals.
• Launch and manage CFGI’s global webcast and client podcast initiatives, including topic development, guest coordination, production oversight, and content distribution.
• Develop and execute CFGI’s strategy for evaluating and prioritizing memberships, sponsorships, and external partnerships.
• Lead the planning and coordination of CFGI-hosted events and market-facing programming in partnership with local leadership and the Chief Commercial Officer.
• Partner closely with commercial leadership, market leaders, industry teams, and practice stakeholders to ensure alignment between marketing initiatives and broader business development objectives.
• Establish KPIs and reporting metrics to evaluate marketing performance, brand visibility, engagement, sponsorship ROI, and campaign effectiveness.
• Continuously refine strategy through data-driven insights and market intelligence.
• Develop and manage CFGI’s global marketing and business development budget while coordinating localized budgets and investment priorities across markets and industries.
• Manage the firm’s internal GTM site and related content supporting sales enablement, commercial training, and business development initiatives.
• Oversee strategy and engagement initiatives related to CFGI’s alumni network.

VP of Marketing

• Depending on your unique skills and ambitions, you could be supporting various client projects, from assisting in the production of leading practice MS SQL Server, SharePoint and MS Power BI solutions, to implementing third-party tax applications, to supporting and automating internal and external operations of multinational tax departments.
• Taking ownership of assigned tasks and monitoring them until completion, including documenting requirements, configuration, testing, debugging, project profitability, and tax systems and process configuration.
• Identifying ways to automate manual tasks using existing financial or tax systems and emerging technologies.
• Consolidating tax data to make analysis and planning more efficient.
• Improving reporting capabilities to enhance our clients' ability to evaluate risk and capitalize on opportunities.
• Supporting project team members in any way needed to help ensure timely completion of deliverables.

Technology Manager

• Own and actively develop a qualified pipeline of Managed Services opportunities across various industries and growth stages.
• Manage a portfolio of client pursuits simultaneously — building genuine relationships and driving excellence in execution from initial discovery through signed contract.
• Lead the sales cycle from discovery through deal qualification, proposal, negotiation, and close.
• Contribute to and enhance the deal qualification process, applying a data-driven approach with a clear understanding of what wins a deal.
• Maintain strong CRM (Salesforce) hygiene and pipeline reporting discipline.
• Identify opportunities for process improvement, standardization, and automation within the sales cycle and flag them early.
• Partner closely with the GTM Leader to build and scale the sales organization.
• Mentor and invest in the development of Directors, Senior Managers, Managers, and Consultants on the team.

Managing Director

Artificial Intelligence

• Own and lead the Finance Effectiveness AI offering by guiding CFOs and finance executives through structured working sessions that align leadership on AI vision, identify and prioritize high-impact finance use cases, assess data and technology readiness, define target AI operating models for the finance function, and produce a phased, fundable AI roadmap.
• Define and execute the go-to-market strategy for Data and AI within the Finance Effectiveness practice: identifying the highest-value opportunities across FP&A, R2R, O2C, P2P, and controllership, and translating them into deployable tools, frameworks, and accelerators clients can put into production quickly.
• Engage directly with CFOs, Controllers, and finance executives to understand their AI readiness, surface quick wins vs. longer-term transformation opportunities, and shape investment cases tied to measurable business value within the finance function.
• Lead delivery of AI-enabled finance engagements end-to-end, from initial AI Strategy Assessment through solution design and deployment, ensuring finance organizations move from ideas to execution with structure and confidence.
• Build the internal backbone required to scale the Finance Effectiveness AI practice: delivery methodology, reusable assets, talent, and cross-practice partnerships, ensuring consistent, credible execution across the client portfolio.
• Collaborate across CFGI service lines (e.g., ERP, accounting advisory, transaction services) to embed Finance Effectiveness AI capabilities into broader transformation programs.
• Drive market momentum for the Finance Effectiveness AI practice through thought leadership, speaking engagements, proposal development, and client relationship expansion, establishing CFGI as the trusted AI partner for CFOs.

Managing Director, Data and AI

• Lead client workstreams focused on finance transformation for asset management firms, including operating model assessment, fund accounting process improvement, and financial reporting redesign.
• Serve as a trusted advisor to finance executives at private equity, hedge fund, and alternative asset management firms, helping define transformation roadmaps and deliver measurable business outcomes.
• Oversee day-to-day client delivery including project planning, stakeholder management, workstream execution, and quality assurance across asset management finance initiatives.
• Support design and implementation of enabling technologies relevant to asset management finance, including ERP platforms (e.g., Workday, NetSuite), fund accounting systems (e.g., Advent Geneva, SS&C Advent, Investran), and analytics solutions.
• Manage and mentor consultants and managers on the engagement team, fostering skill development in both asset management domain knowledge and consulting delivery.
• Collaborate across CFGI service lines (e.g., accounting advisory, ERP, data & analytics) to deliver integrated, cross-functional solutions for asset management clients.
• Participate in business development activities including proposal development, client workshops, and thought leadership, contributing to the growth of the Asset Management practice.

Senior Manager, Asset Management

• Lead 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 coaching junior 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
• Lead or co-lead go-to-market, networking and client outreach efforts in your local market or in your area of industry expertise with other senior CFGI leaders.

Value Creation Consultant

Managing Director, Value Creation

Finance Value Creation, Consultant

Finance & Accounting Advisory – Managing Director

Managing Director, Finance & Accounting Advisory

Finance & Accounting Advisory – Managing Director

Senior Manager, Transaction Advisory Services

Contract Manager

Transfer Pricing Director

VP of Marketing

Technology Manager

Managing Director

Managing Director, Data and AI

Senior Manager, Asset Management

Managing Director – Financial Due Diligence