CFGI

Director

• 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

Manager

• 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

Financial Planning and Analysis

• 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.

Managing Director – Financial Due Diligence

• Serve as a subject matter expert in multiple accounting areas, advising clients on complex financial transactions, including 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, maintaining strong industry relationships, and actively participating in firm-wide growth strategies.
• Develop and enhance the firm’s training programs, providing guidance on new accounting standards and best practices.
• Mentor and develop professionals at all levels, fostering a culture of integrity, collaboration, and professional growth.

• Managing Director – Finance & Accounting Advisory at CFGI, serving as key leaders in the organization, working with C-level executives at Fortune 500, mid-cap, and start-up companies.
• Taking ownership of client relationships, driving engagement success, and playing a pivotal role in the firm’s business development and growth strategies.
• Lead and oversee all aspects of client engagements, ensuring timely and high-quality deliverables.
• Guide clients in preparing financial statements and regulatory filings in compliance with SEC and GAAP requirements.
• Drive business development initiatives by identifying new client opportunities and maintaining strong industry relationships.
• Develop and enhance training programs, providing guidance on new accounting standards and best practices.
• Mentor and develop professionals at all levels, fostering a culture of integrity, collaboration, and professional growth.

Security Engineer

• Lead cybersecurity advisory engagements across the PE/VC deal lifecycle: pre-acquisition due diligence, post-close 100-day security planning, portfolio company maturity uplift, carve-out/stand-up, and exit readiness assessments.
• Conduct and manage cybersecurity due diligence assessments for buy-side and sell-side transactions: identify material risks, quantify cyber exposure, and deliver findings in deal-team-ready formats (red/yellow/green risk summaries, indemnification inputs, rep & warranty considerations).
• Design and operationalize cybersecurity governance models (policies, standards, risk appetite, committees, reporting KPIs/KRIs) scaled appropriately to portfolio company size and PE ownership model.
• Build and mature enterprise risk programs: risk assessments, risk registers, control libraries, and control testing approaches.
• Develop and implement security policies, standards, and procedures aligned to common frameworks (e.g., NIST CSF, ISO 27001/27002, CIS, SOC 2, CMMC, FedRAMP).
• Support regulatory readiness and compliance initiatives relevant to PE portfolio company sectors (e.g., SEC cyber disclosure rules, SOX ITGC for pre-IPO/public-co readiness, HIPAA for healthcare portfolio companies, PCI DSS, NYDFS 500, GDPR/CCPA where applicable).
• Develop investment-grade cybersecurity roadmaps and remediation plans tied to PE value-creation timelines; track progress against milestones and communicate status to operating partners and deal teams.
• Advise on cybersecurity integration and separation activities for M&A transactions: network segmentation, identity/access migration, data classification, Day 1 security controls, and TSA/ITSA cybersecurity workstreams.
• Perform vendor/third-party risk assessments and implement scalable TPRM operating models appropriate for PE-owned businesses.
• Coordinate cross-functional stakeholders (Legal, IT, Security, Compliance, Product, HR) to drive outcomes and adoption.
• Translate complex technical, regulatory, and privacy requirements into business-oriented recommendations.
• Deliver executive-ready artifacts tailored to PE/VC audiences: LP/board cybersecurity reporting, deal-team risk summaries, portfolio-wide security heatmaps, 100-day plan progress updates, and audit committee materials.
• Serve as a trusted advisor to senior leadership; confidently present findings and influence decisions.
• Contribute to go-to-market development: offerings, templates, accelerators, methodologies, and points of view.
• Support business development through proposal writing, SOW development, client presentations, and solution shaping.
• Mentor and develop consultants and managers; lead teams across multiple engagements while maintaining quality and delivery rigor.
• Partner with other CFGI service lines (Accounting Advisory, CFO Advisory, Technology Enablement) to deliver integrated solutions.

Senior Manager – Private Equity and Venture Capital Cybersecurity

Private Equity and Venture Capital Cybersecurity SME – Manager

Compliance

• Lead end-to-end CMMC assessment and GRC engagements, including scoping, gap analysis, SSP/POAM development, remediation planning, and executive reporting
• Design and operationalize cybersecurity governance models
• Build and mature enterprise risk programs
• Conduct CMMC readiness assessments and mock assessments
• Support regulatory readiness and compliance initiatives
• Advise defense industrial base (DIB) clients on Controlled Unclassified Information (CUI) scoping
• Perform vendor/third-party risk assessments
• Support clients in developing and maintaining SPRS scores, POA&Ms, and System Security Plans (SSPs)
• Translate complex technical, regulatory, and privacy requirements into business-oriented recommendations
• Deliver executive-ready artifacts
• Contribute to go-to-market development
• Support business development through proposal writing and client presentations
• Mentor and develop consultants and managers

GRC and CMMC Assessment Lead – Senior Manager

• Lead end-to-end GRC and privacy engagements, including scoping, planning, execution, and executive reporting
• Design and operationalize cybersecurity governance models
• Build and mature enterprise risk programs
• Lead AI governance and compliance engagements
• Develop and implement security policies, standards, and procedures
• Support regulatory readiness and compliance initiatives
• Stand up or enhance privacy programs
• Perform vendor/third-party risk assessments
• Coordinate cross-functional stakeholders to drive outcomes and adoption

Senior Manager, GRC and AI Governance

• 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, including report writing, developing and managing client relationships, and business development.
• 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, debt raises).
• Drive client 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).
• Serve as a subject matter expert on projects related to new ASC accounting standards.
• Lead process improvement projects and implementation of changes.
• Mentor managers and consultants, acting as a moral and ethical 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.

Senior Manager

• Senior Managers will 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, including report writing, developing and managing client relationships, and business development.
• 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, debt raises).
• Drive client 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).
• Serve as a subject matter expert on projects related to new ASC accounting standards.
• Lead process improvement projects and implementation of changes.
• Mentor managers and consultants, acting as a moral and ethical 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.