CFGI

Director

• Improve operational effectiveness in tax functions for various clients
• Review the process and controls that are in place (and effectiveness) of the various technology systems for our client base
• Increase automation and data quality throughout tax processes, assess overall risk and establish a proper control environment
• Design and build custom tax applications
• Lead tax technology strategy and road mapping for direct and indirect tax systems including ONESOURCE, CorpTax, Avalara
• Work with executive leadership to ensure projects are executed accurately
• Build and lead a team of professionals
• Understand tax processes, technology, data, analytics, risk and controls to mitigate risk and enhance quality
• Research tax technology trends, evaluate technology options and recommend solutions
• Work alongside CFGI’s Business Transformation Team and tax teams

Managing Director – Technology

Manager

• Lead and coordinate complex transaction and finance transformation projects focusing on capital markets initiatives.
• Coordinate CFGI services across projects including IPOs, acquisitions, divestitures, carve-outs, finance organization transformations, and technology implementations; overseeing technical accounting, SEC reporting, internal controls, finance transformation, and cybersecurity efforts.
• Work closely with CFGI partners and client leaders to develop and execute project plans, advise on the stand-up and delivery of PMOs, and ensure projects are completed on time and within budget.
• Effective communication, stakeholder management, and organizational skills will be imperative to your success in this role.
• What you might expect: Advise clients on best practices for planning and executing capital markets and finance transformation projects.
• Assist in developing and maintaining detailed project plans for complex transactions and client initiatives.
• Lead discussions with client stakeholders across multiple workstreams to ensure alignment and progress toward deliverables.
• Oversee the preparation of executive reporting materials and status updates for senior leadership.
• Advise and assist clients on the stand-up, structure, and delivery of a project management office (PMO).
• Identify and address project risks, issues, and scope changes, escalating as needed to leadership.
• Lead and mentor junior team members within the PMO and in your home market.
• Foster trusted relationships with stakeholders, acting as a strategic advisor and business partner.
• Maintain a professional and positive attitude in dynamic, fast-paced environments.

Capital Markets Senior Manager

Financial Planning and Analysis

• CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&amp;A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Finance Effectiveness team and seeking motivated professionals ready to deliver impact on the core priorities of today’s finance leaders.
• We are looking for a seasoned and strategic Finance Transformation Director to spearhead initiatives that modernize finance functions and enhance their strategic value. This leader will partner with CFOs and senior finance executives to drive impactful improvements across processes, technology, and organizational structure. The ideal candidate brings a blend of consulting expertise and practical delivery experience, paired with a collaborative, results-oriented approach and a deep commitment to operational excellence. This role demands a strong mix of thought leadership, executional rigor, and the ability to build trusted client relationships while leading high-performing teams.
• Key Responsibilities: Serve as the engagement lead on end to end finance transformation programs, with a focus on strategy, operating model redesign, process optimization, and technology enablement.
• Partner with CFOs and senior finance leaders to define their finance vision, transformation roadmap, and success metrics.
• Drive diagnostic assessments and target operating model design across key finance areas (e.g., FP&amp;A, R2R, P2P, O2C, tax, treasury).
• Oversee the design and implementation of process improvements, automation solutions, and enabling technologies (e.g., ERP, EPM, analytics, AI).
• Lead cross-functional teams across multiple workstreams, ensuring delivery excellence, stakeholder alignment, and risk management.
• Collaborate with other firm capabilities (e.g., ERP, data & analytics, change management, risk) to deliver holistic solutions.
• Contribute to practice growth through business development, proposal creation, and client relationship management, methodology development, and market events.
• Mentor and develop next-generation talent within the Finance Transformation team and more broadly across the firm where needed.
• Support leadership with shaping the practice pipeline and strategic growth inclusive of success metrics measurement.
• What We’re Looking For:
• Eight plus years of experience in finance transformation, with a strong consulting background (Big 4 or top-tier firm experience preferred).
• Experience in one or more areas of finance: FP&amp;A, controllership, shared services, finance operations, or finance technology.
• Strong understanding of digital enablers, including ERP (e.g., SAP, Oracle, Workday), EPM platforms, RPA, and data & analytics tools.
• Track record of delivering end-to-end transformation programs that drive tangible business impact.
• Proven ability to lead client relationships, manage executive stakeholders, and influence change at the C-suite level.
• Excellent communication, leadership, and team development skills.

Finance Effectiveness - Director

Consultant

• Work you’ll do: Financial reporting valuations for business combinations (purchase price allocations), including valuation of real property, personal property (machinery and equipment), and leasehold interests. Valuations are done across a wide range of industries and nationally as well as internationally.
• Appraisals of real property for gift and estate taxes.
• Perform real estate market analysis and outreach to market participants such as brokers and appraisers.
• Work closely and coordinate valuations with other valuation teams (business valuation and complex securities) as well as across service lines in the firm, most notably, accounting advisory.
• Experience you’ll get: You will work directly with and learn from practice leadership.
• You will have the opportunity to become professionally designated in both real estate and machinery and equipment valuation disciplines.
• You will have opportunities to assist with proposals and the development of marketing material.
• Be part of an established and fast-growing valuation practice.
• Qualifications you’ll need:
• Two plus years of experience performing tangible (real estate) valuation analyses for financial reporting purposes (ASC 805, ASC 350, ASC 820) is required. Big 4 or commercial real estate brokerage house experience is a plus.
• In-depth understanding of generally accepted valuation approaches (cost, market and income) and knowledge of when each is applicable.
• Strong Excel modeling skills.
• Exceptional writing skills in preparation of valuation reports, exhibits, memos, and other client deliverables/communication.
• Strong analytical and problem-solving skills, as well as team building, interpersonal and communication skills.
• Ability to manage and deliver on multiple projects and deadlines in a fast-paced, high-volume environment.
• Bachelor's degree in real estate, finance, economics, accounting, or business.
• Appraisal Institute and American Society of Appraisers Machinery and Technical Specialties coursework or equivalent college courses are preferred, but not required.

Tangible Assets - Consultant

Risk

• Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects).
• Executes projects with minimal supervision by more senior individuals.
• Sets realistic deadlines with the client and internally with the team.
• Seen as the principle point of contact by the client and CFGI leadership for each project.
• Schedules and manages teams/individuals of various staff level(s) based upon project need and scope.
• Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget.
• Actively manages project budgets and evaluates whether there have been changes to budgetary assumptions; obtains client approval to perform any additional services in advance of incurring time.
• Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices.
• Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project’s Partner.
• Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies.
• Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping.
• Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies.
• In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations.
• Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards.
• Leads by example.
• Provides constructive, in-the-moment feedback and formal written feedback.
• Identifies development opportunities for individuals and strategically schedules people in those roles.
• Responsible for the morale of their teams.

Risk Advisory - Senior Manager

Compliance

• Direct and manage CFGI tax managers and consultants in a fast-paced and tax technically challenging work environment.
• Report to the Partner-in-Charge of Tax and require a deep knowledge of corporate global and U.S. planning, tax accounting (ASC 740) and compliance.
• Have a proven record of building successful tax teams and working closely with executive and operational leadership within CFGI and client C-Suite executives.
• Principal Responsibilities: Assist in the Review of quarterly and annual income tax provisions including current and deferred tax analysis for multiple clients.
• Have a deep knowledge base in tax accounting theory and tax compliance rules.
• Review stand-alone and consolidated federal and state C-Corp income tax returns prepared by tax managers and other tax staff.
• Assist with planning and other special projects.
• Work directly with clients on-site as part of an overall tax team.
• Participate and actively contribute to new business development activities.
• Establish relationships with internal and external tax personnel; support other team members.
• Experience and continued interest in developing and mentoring junior team members.
• Have an established track rack record of successful new business development experience.
• Skills and Competencies: Excellent organizational skills, ability to multi-task and work under deadlines.
• Excellent communication skills (oral/written) and interpersonal skills; solid team player.
• Ability to manage multiple engagements which include consulting, compliance, and tax planning services.
• Experience managing income tax provision process and related footnote disclosures on an annual and quarterly basis.
• Education and Experience Requirements: Minimum of 7+ years overall experience in corporate and/or Big-4 public accounting.
• Relevant college degree such as Bachelor’s degree in accounting; CPA preferred/MST desirable.
• Travel: transportation required; willing to travel to local client sites as needed.

Senior Manager, Compliance and Provision

• CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&amp;A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Finance Effectiveness team and seeking professionals ready to deliver measurable impact on the most pressing priorities of modern finance organizations.

We are seeking a results-driven Finance Transformation Manager to lead workstreams and oversee day-to-day execution on finance transformation projects. This role is ideal for a hands-on problem solver with experience improving finance processes, enabling technology, and supporting change. The Manager will work closely with senior leaders and clients to translate strategic objectives into actionable plans and ensure high-quality delivery across initiatives.

Key Responsibilities

• Manage project workstreams related to finance strategy, process improvement, or digital enablement across different Finance areas.
• Conduct current-state assessments, identify improvement opportunities, and help design future-state operating models for finance organizations.
• Support implementation of enabling technologies including ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and analytics dashboards.
• Coordinate day-to-day client activities, project planning, issue resolution, and status reporting.
• Lead the development of key deliverables, including recommendations, roadmaps, and value cases.
• Collaborate with cross-functional teams to support integrated transformation programs.
• Mentor analysts and associates, providing guidance, feedback, and technical knowledge development.
• Assist in business development efforts, such as contributing to proposals, client workshops, and internal capability building.

What We’re Looking For:

• Six plus years of experience in finance transformation, process improvement, or systems implementation—ideally within a consulting or professional services environment.
• Strong understanding of finance processes and operations (e.g., planning, close, reporting, payables, receivables).
• Exposure to digital finance tools such as ERP systems, automation platforms (e.g., RPA), or data visualization software.
• Strong project management, communication, and stakeholder engagement skills.
• Bachelor’s degree in Finance, Accounting, Business, or a related discipline; CPA, CFA, or PMP is a plus.

Finance Effectiveness - Manager

• CFGI seeks a highly motivated R&D Tax Consultant to function in a fast-paced and technically challenging work environment. CFGI's unique client base of venture/PE- backed privately held companies to global multi-billion dollar fortune 500 Companies provides for a unique environment for highly motived self-starters to continue and enhance their careers.
• This position works within our R&D practice R&D tax credit leader and requires an in-depth knowledge of R&D tax credits and the Orphan Drug Credit, as well as experience with technical R&D tax credit issues and thorough knowledge of the statutory requirements, applicable tax regulations and relevant case law. Candidates should have experience analyzing organizations and conducting client interviews to identify, document and maximize opportunities to enhance the R&D tax credit benefit in an efficient and sustainable manner. Prior exam defense experience, as well as experience with Accounting Methods or various other Tax Credits and Incentives is preferred but not required.
• Principal Responsibilities:
• Work on R&D credit studies and complete or directly oversee all related activities from information gathering through interviews, documentation review and completion of deliverables.
• Provide quality assurance on R&D projects, engagement review and exam support where needed.
• Develop and sustain excellent client relationships with the ability to identify and address client needs.
• Have excellent research and writing skills with regards to technical issues.
• Assist with business development activities.
• Assist with identification and evaluation of technology solutions to drive efficiencies without sacrificing quality.
• Assist other project managers with the delivery of engagements.
• Possess a supporting interest in developing and mentoring junior team members.
• Skills/Competencies:
• Detail oriented; strong research and analytical skills.
• Excellent communication skills, with the ability to conduct client meetings and serve as a lead point of contact with clients.
• Excellent organizational skills, ability to multi-task and work under deadlines.
• Demonstrated ability to be accountable for independently completing assignments.
• Must be self-confident, a self-starter, and willing to work in a flexible and dynamic work environment.
• Education/Experience Requirements:
• 2-3 years of relevant public accounting/or corporate tax experience with significant exposure to R&D Tax Credit projects and related activities.
• Experience in Big-4 public accounting firms.
• Bachelor’s degree in accounting or a related field; master’s in taxation/CPA/JD preferred.
• Travel – own transportation required; be willing to travel to local client sites.

R&D Credits - Consultant

• 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.
• Strong current knowledge of GAAP.
• Ability to multi- task between responsibilities, prioritize and handle multiple requests.
• Strong analytical ability.
• Excellent verbal/written communication and presentation skills.
• Expertise in Microsoft Excel for the use of data analysis, including the use of pivot tables, v lookups, arrays, PowerPivot, PowerQuery, etc.
• Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures
• At least five years of experience working in an assurance or transaction advisory role within a Big Four firm.
• Professional services background and CPA preferred.
• Bachelor’s degree in the Financial/Accounting field from an accredited university.
• Ability to travel up to 20%, depending on client needs.

Financial Due Diligence - Manager

• Lead as Managing Director/Director on CFGI's Business Transformation team, collaborating with CEOs, CFOs, controllers, and treasurers to optimize finance functions and improve contribution to the business.
• Help clients align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions.
• Seek to optimize Enterprise Performance Management (EPM) including vendor selection, implementation, and optimization of existing solutions.
• The EPM Tool Director will be a strategic thinker with a solid understanding of EPM tools and processes; proven track record of implementing these tools in mid-market and large-scale enterprise environments, partnering with vendors, and demonstrating the value of EPM solutions to clients.
• This is an expanding area of our practice with high growth potential.
• Roles and Responsibilities:
• Building, developing, and managing teams to meet the strategic goals of the EPM team as well as the national Business Transformation practice; work closely with FP&A leadership teams to accomplish these goals.
• Act as a subject matter expert in EPM, providing insights and recommendations to our clients.
• Lead client engagements including, but not limited to, the assessment, selection and/or implementation of EPM Tools.
• Enhance our current EPM selection and implementation methodology where needed.
• Establish strong relationships with EPM vendors and establish partnerships while ensuring the best possible terms and service levels.
• Work closely with other practice offerings across the organization to articulate the value proposition of EPM solutions to clients and assist in selling work related to EPM.
• Maintain an understanding of advancements in EPM technology and innovations which are happening across the CFO ecosystem and broader marketplace.
• Preferred Skills:
• Knowledge of EPM technologies (Vena, Pigment, Planful, Workday, Anaplan, etc.) and preferably experience with numerous implementations.
• Project Management experience is a requirement.
• Successful candidate will have a proven track record of business development experience related to major mid-market and/or large enterprise EPMs.
• Qualifications and Capabilities:
• Motivated, Technology-focused individual with a minimum of ten years of experience in finance, IT, and strategic business consulting.
• Solid understanding of the finance function, operating models, supporting organization structures, and process best practices.
• Demonstrate the ability to manage clients in the mid-market with experience in multiple industries.
• Promote the expansion of services to existing clients and integrating other solution sets within CFGI lines of service.
• Ability to exceed client expectations in a sophisticated consulting or accounting firm environment.
• Develop and maintain strong relationships with centers of influence and professionals outside the firm and inside the firm.
• Manage the fundamentals of practice oversight (i.e. realization, utilization, and resource leverage and client portfolio management).
• Identify talent, hire, mentor, coach, and ensure the continuous professional development of staff is being met.

Enterprise Performance Management - Director

• As a member of our Business Transformation team, you work as an extension of our client’s team. Your work will focus on supporting the FP&A function of our client’s finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.
• Roles and Responsibilities:
• The FP&A Manager is a key member of the Business Transformation team and will help influence clients’ financial and business decisions.
• Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision.
• Help develop finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.
• Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.
• Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.
• Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process.
• Thought capital and disseminate information around current and emerging trends.
• Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.
• Preferred Skills:
• Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion).
• Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).
• Project Management experience is a plus.
• Experience in the financial services and/or life sciences industries preferred.
• Qualifications and Capabilities:
• Finance-focused with a minimum of five years’ experience in finance and/or accounting, with prior professional services experience. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required.
• Exceptional understanding of the FP&A function within a finance organization.
• In-depth understanding of three statement financials and associated modelling.
• Significant engagement management experience as well as business, practice, and people development.
• Ability to concurrently manage internal firm and external client requirements.
• Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus.
• Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial).
• Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus.
• ERP technology understanding (SAP / Oracle / Workday, etc.).
• Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients.
• Demonstrated ability to clearly communicate with executive level clients, document requirements, and articulate the value proposition and business case for various FP&A and BT solutions.