Lead high-impact engagements across various industries and complex accounting topics.
Act as a strategic advisor to clients, providing expertise in technical accounting, transaction support, and regulatory reporting.
Build and manage long-term client relationships and expand CFGI’s market presence.
Drive firm initiatives, contribute to thought leadership, and mentor high-performing teams.
Serve as a subject matter expert advising on IPOs, M&A, divestitures, and capital markets activities.
Lead and oversee all aspects of client engagements, from scoping to execution, ensuring timely and high-quality deliverables.
Guide clients in preparing financial statements and regulatory filings (e.g., 10-Ks, 10-Qs, S-1s, and S-4s) in compliance with SEC and GAAP requirements.
Drive business development initiatives by identifying new client opportunities and maintaining industry relationships.
Develop and enhance the firm’s training programs, providing guidance on new accounting standards and best practices.
Mentor and develop professionals at all levels.
Requirements
Bachelor's Degree in Accounting, Finance, Business Administration, or Commerce (Master’s preferred).
14+ years of experience in accounting, finance, or consulting, including tenure at a Big 4 accounting firm.
Deep expertise in U.S. GAAP, SEC reporting, and financial transactions.
Proven ability to own and drive client relationships at the executive level.
Strong ability to solve complex accounting issues and communicate solutions clearly.
Track record of leading large-scale engagements and managing high-performing teams.
Experience generating new business and expanding client relationships.
Active participation in industry networks, business development, and thought leadership initiatives.
Committed to developing the next generation of accounting leaders.
Demonstrates high ethical standards and a passion for excellence.