CFGI

Security Engineer

• Conduct cybersecurity maturity and risk assessment for clients
• Practical experience implementing security controls, in areas such as MDR, IAM, Network Security, Cloud Deployments.
• Advise clients on cybersecurity strategy, metrics and reporting for various levels of stakeholders, including Audit Committees and Board of Directors.
• Build risk management practices for clients, including policies, procedures, Risk Register, etc.
• Guide clients in establishing cybersecurity policies, standards, and procedures.
• Manage cybersecurity training & awareness services for clients from design to implementation.
• Understanding of security analysis, security events, and penetration testing.

Senior Manager, Cybersecurity

• Conduct cybersecurity maturity and risk assessment for clients
• Advise clients on cybersecurity strategy, metrics, and reporting
• Build risk management practices for clients, including policies and procedures
• Manage cybersecurity training & awareness services for clients from design to implementation.

Cybersecurity Manager

Financial Planning and Analysis

• Preparation of operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s)
• Accounting projects focused on carving out business units/subsidiaries
• Integration with client’s internal staff as a subject matter expert on operational senior accounting tasks or overall financial team support
• Preparation 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 & documentation projects related to new ASC accounting standards
• Process improvement projects and implementation of changes

Finance & Accounting Advisory – Consultant

Pricing Analyst

• Leads pricing strategy, architecture, and execution engagements for PE sponsors and their portfolio companies.
• Owns the technical rigor of pricing diagnostics and the commercial credibility needed to sell pricing work into sponsor relationships.
• This is a build-and-delivery role: standing up CFGI's pricing methodology as a repeatable, branded offering while running live client engagements.
• Lead pricing diagnostics: price realization analysis, willingness-to-pay research, price-volume elasticity modeling, discount/rebate leakage audits.
• Design and implement pricing architecture: segmentation, price bands, list-to-pocket price waterfalls, value-based pricing models, trade promotion management and optimization.
• Build and refine CFGI's pricing methodology collateral (frameworks, diagnostic tools, case studies) for sponsor-facing BD.
• Partner with portfolio company commercial/finance leadership to operationalize pricing changes and track EBITDA impact.
• Contribute to thought leadership on pricing agility, AI-enabled dynamic pricing, and margin resilience amid tariff/input cost volatility.
• Participate in BD conversations with PE sponsors, representing pricing as a distinct value lever.

Managing Director – Pricing Strategy and Execution

Art Director

• Leads operating model diagnostics: organizational design, span-of-control analysis, decision rights (RACI/RAPID) mapping.
• Work with management teams to identify centralization of shared services, relocate shared service centers, evaluate outsourcing/offshoring ROI and build an execution plan to build the future state.
• Design and implement SG&A optimization and shared services/COE structures.
• Build cost-to-serve models linking organizational structure to profitability by customer/channel/product line.
• Support carve-out and integration operating model design for PE add-on and platform transactions.
• Build CFGI's operating model methodology and delivery collateral (frameworks, benchmarks, case studies).
• Partner with portfolio company CEOs/CHROs on change management and org design rollout.
• Support 100-day value creation planning with an operating model lens for new platform investments.
• Represent operating model expertise in sponsor-facing BD conversations.

Managing Director – Operating Model Design

Supply Chain

• Owns end-to-end supply chain transformation engagements — S&OP, network design, strategic sourcing, and inventory/working capital optimization — for PE sponsors and portfolio companies.
• Lead S&OP redesign engagements: demand planning, supply planning, integrated business planning cadence.
• Drive strategic sourcing initiatives: should-cost modeling, supplier consolidation, category strategy, tariff mitigation and onshoring economics.
• Design supply chain network optimization: footprint analysis, distribution/logistics cost-to-serve modeling.
• Lead working capital and inventory optimization workstreams tied directly to cash and EBITDA outcomes.
• Build CFGI's supply chain methodology and delivery collateral (case studies, diagnostic frameworks, maturity models).
• Support due diligence with supply chain risk assessments and 100-day value creation plans for new platform investments.
• Engage directly with PE sponsor operating partners and portfolio company COOs/CSCOs to help sell margin expansion engagements.

Managing Director, Supply Chain

Manager

• Lead client engagements, acting as a trusted advisor to CFOs and Treasurers on treasury strategy, transformation, and risk management.
• Own end-to-end delivery of treasury transformation programmes, including operating model design, process optimisation, and governance frameworks.
• Lead initiatives across cash management, liquidity optimisation, and forecasting transformation, delivering measurable outcomes.
• Advise on and lead financial and commodity risk management engagements, including hedging strategies, trading frameworks, and controls.
• Oversee implementation of treasury technology, payments infrastructure, and bank connectivity solutions (e.g., Kyriba, SAP, FIS).
• Drive advisory on working capital optimisation, including cash conversion cycle improvement, receivables/payables strategies, inventory funding, and in-house banking structures.
• Lead treasury workstreams in strategic transactions (M&A, carve-outs, IPO readiness, integrations).
• Drive development and quality review of client deliverables, including diagnostics, financial models, and executive presentations.
• Facilitate senior stakeholder workshops and steer decision-making to define target-state solutions and transformation roadmaps.
• Act as the primary day-to-day senior contact, building long-term, trusted client relationships and ensuring consistent delivery excellence.
• Manage and mentor Managers and Consultants, ensuring high-performing teams and quality delivery outcomes.
• Support proposal development, RFP responses, and client pitches, contributing to win strategies and solution positioning.
• Collaborate with Partners/Directors to expand CFGI’s footprint in treasury and commodity advisory services.
• Contribute to go-to-market initiatives and market-facing discussions through client insights and industry trends.

Senior Manager – Treasury & Commodity Advisory

• Lead delivery of complex, global treasury and commodity advisory engagements.
• Work directly with senior client stakeholders, including CFOs and Treasurers.
• Play a key role in large-scale transformation and M&A-driven treasury integration programmes.
• Own end-to-end delivery across multiple workstreams and teams.
• Thrive in a collaborative, high-performance environment alongside experienced practitioners.
• Lead treasury workstreams within M&A, carve-outs, and integration programmes, ensuring alignment with broader deal objectives.
• Review and deliver high-quality client outputs including diagnostics, business cases, financial models, and executive presentations.
• Act as a key day-to-day contact for client stakeholders, ensuring strong relationships, proactive communication, and high client satisfaction.

Treasury & Commodity Advisory – Manager

Director

• Directors at CFGI work closely with CFOs, Group Treasurers, and executive leadership across FTSE 100, private equity-backed, and high-growth organisations.
• You will lead the firm’s most strategic treasury and commodity advisory engagements, combining client leadership, delivery excellence, and client ownership.
• Operate as a trusted advisor at the C-suite level, driving transformation across liquidity, financial risk, working capital, and treasury technology, while playing a critical role in building and scaling the practice.
• Lead large-scale, global treasury and commodity advisory programmes with executive visibility.
• Build and own senior client relationships, acting as a trusted advisor to CFOs and Treasurers.
• Drive strategic initiatives across cash management, liquidity optimisation, and working capital transformation, linking treasury strategy to enterprise performance.
• Provide executive-level advisory on financial and commodity risk management, including hedging strategies, trading frameworks, and risk governance.
• Oversee complex treasury technology and payments transformation programmes (TMS, bank connectivity, digital treasury, automation).
• Lead treasury workstreams across strategic transactions (M&A, IPOs, carve-outs, integrations), ensuring alignment with funding, liquidity, and capital strategy.
• Review and sign off on high-quality client deliverables, including board-level materials, financial models, and transformation roadmaps.
• Lead and facilitate executive workshops and steering committees, driving alignment and decision-making at senior levels.
• Maintain overall accountability for engagement delivery quality, timelines, and client outcomes.

Treasury & Commodity Advisory – Director

Consultant

• Support the delivery of treasury transformation engagements, including operating model design, process optimisation, and governance frameworks.
• Analyse, enhance and redesign cash management, liquidity forecasting, and working capital strategies.
• Assist clients in managing financial risks (FX, interest rate, and commodity exposure) and developing hedging strategies.
• Contribute to commodity risk management advisory, including trading strategy, controls, and risk frameworks.
• Support implementation and optimisation of Treasury Management Systems (e.g., Kyriba, FIS, ION, Bond), Payments and bank connectivity solutions.
• Assist in M&A and transaction-related treasury activities, including integration, carve-outs, and refinancing support.
• Prepare client deliverables including diagnostics, business cases, and executive presentations.
• Participate in workshops and stakeholder interviews to assess current-state processes and define target-state solutions.
• Build strong working relationships with client stakeholders, ensuring consistent, high-quality delivery and client satisfaction.

Treasury & Commodity Advisory – Consultant

Actuary

• Interact with clients’ executive teams and auditors, acting as a subject-matter expert and leading clients through complex accounting issues to reach clear conclusions.
• Lead client engagements and own delivery of operational due diligence for complex transactions (e.g., IPOs, acquisitions and divestitures, equity offerings, debt financings).
• Oversee preparation and delivery of financial and regulatory information in accordance with IFRS and the regulatory requirements of French and EU markets (e.g., AMF filings, ESEF compliance, EU financial disclosure).
• Serve as a subject-matter expert on projects related to new IFRS standards and other European accounting regulations.
• Lead process improvement initiatives and the implementation of accounting and reporting changes.
• Mentor managers and consultants, model ethical behavior, foster professional growth, and provide constructive, actionable feedback.
• Lead firm initiatives and identify opportunities for operational and service improvements.
• Play an active role in the firm’s recruiting activities, client relationship building, and business development efforts.

Senior Manager, Accounting and Actuarial Advisory

Crypto

• Lead digital asset accounting engagements where clients may not have clean historical books, complete reconciliations, or scalable close processes in place.
• Serve as a hands-on subject matter resource for digital asset accounting, transaction activity, valuation support, cut-off, and audit evidence.
• Own client delivery for transaction readiness, audit readiness, technical accounting and implementation, finance transformation, IPO readiness, SEC reporting, audit coordination, and other transaction-related needs.
• Drive the recreation, remediation, and reconciliation of accounting records across general ledger, subledger, and operational data sources.
• Lead clients through complex accounting issues, develop practical solutions, and ensure those solutions are implemented rather than only documented.
• Coordinate directly with client executives, auditors, legal, tax, operations, technology, and CFGI Partners/Directors to drive execution across multiple workstreams.
• Lead process improvement projects and implement changes that create repeatable, audit-ready accounting and reporting processes.
• Mentor Managers and Consultants, provide technical guidance, and help grow CFGI’s Digital Assets capabilities.
• Play an active role in recruiting, client relationship building, and business development efforts.

Senior Manager – Digital Assets

• Lead workstreams for digital asset clients where finance teams are scaling quickly and accounting records may need to be built, rebuilt, reconciled, or remediated.
• Support transaction readiness, audit readiness, technical accounting and implementation, finance transformation, IPO readiness, SEC reporting, audit coordination, and other transaction-related work.
• Review and prepare deliverables related to digital asset activity, data reconciliations, tie-outs to the general ledger and financial statements, and audit-ready support.
• Assist clients with accounting for digital asset activity, realized and unrealized gains/losses, transaction fees, valuation inputs, cut-off, and related financial reporting support.
• Partner with client accounting, finance, operations, and technology teams to identify data gaps, design repeatable processes, and implement practical solutions.
• Research and document technical accounting conclusions under U.S. GAAP and SEC reporting requirements, while also helping clients operationalize those conclusions.
• Lead and mentor consultants, coordinate review cycles, and help manage engagement timelines across multiple priorities.
• Participate in recruiting, client relationship building, and business development efforts as the Digital Assets practice continues to grow.

Digital Assets Manager

• Lead the day-to-day execution of digital asset engagements across multiple active transaction workstreams, including audit readiness, technical accounting and implementation, finance transformation, IPO readiness, SEC reporting, and audit coordination.
• Serve as a senior client-facing team member for companies with complex digital asset accounting, evolving data, and significant reconciliation challenges.
• Drive engagement teams through build-versus-maintain work, including standing up finance functions, remediating books, rebuilding records, designing reporting processes, and getting clients audit-ready.
• Interact with clients’ executive teams and auditors, serving as a subject matter expert and leading clients through complex accounting issues and practical implementation decisions.
• Oversee deliverables of financial and regulatory information in accordance with SEC and regulatory requirements, including 10-Ks, 10-Qs, S-1s, S-4s, and audit support.
• Coordinate across client finance, operations, technology, legal, tax, external audit, and CFGI leadership to keep engagement execution moving across competing deadlines.
• Lead process improvement projects and implementation of scalable, controls-ready accounting and reporting processes.
• Mentor Senior Managers, Managers, and Consultants while driving quality, accountability, and client service.
• Lead firm initiatives and play an active role in recruiting, client relationship building, and business development efforts.

Digital Assets Director

• 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.