CFGI jobs

Job DescriptionThe Supply Chain Finance Manager is a key member of the CFGI Business Transformation Team. Working as an extension of our client, the Supply Chain Finance Manager will drive high-impact transformation initiatives across Finance, Supply Chain, and Technology departments. You will serve in a functional role and as a liaison with client senior leadership, helping them to identify improvement needs and fully execute the changes to address them. This person will lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives, aligning finance and operations with business strategy in support of the broader organization's future vision. The role requires a blend of financial expertise, supply chain knowledge, and a passion for improving operational performance. Roles and Responsibilities: · Develop supply chain and finance strategies by assessing a client's business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. · Oversee / transform cost accounting and inventory processes, including complex standard cost development and month-end closing activities. · Ability to evaluate and implement a robust Sales & Operational Planning (S&OP) process that can integrate with the financial plan for enhanced decision-making.· Lead analysis of material, labor, and overhead variances as well as inventory reconciliations and the development of key inventory controls. · Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. · Maintain an understanding of trends affecting supply chains including systems, digital transformations, analytics, the COO ecosystem, and broader marketplace. · Identify and support CFGI business development initiatives, including serving as a subject matter expert in cost accounting and supply chain management in certain aspects of the proposal and scope development processes. Preferred Skills: · Strong Microsoft Excel skills and experience with workflow automation and business intelligence software is a plus. · Knowledge of ERP technologies (e.g. SAP, Oracle, NetSuite, Microsoft D365/Business Central/Dynamics, etc.). · Experience in or partnering with manufacturing organizations is required. · Project Management experience is a plus. Qualifications and Capabilities: · Finance-focused with at least five plus years of experience in supply chain finance, cost accounting, and/or supply chain management. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required. · CPA or CMA certification is preferred. Supply chain certifications are a plus. · Advanced understanding of and proficiency in cost accounting, preferably in a manufacturing setting. · Experience partnering with operations teams is required. · Strong proficiency in cost analysis, supply chain forecasting, optimization, budgeting, and financial modeling. · Significant engagement management experience, as well as business, practice, and people development. · Ability to concurrently manage internal firm and external client requirements. · Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. is a plus. · Experience leading projects/teams and the ability to lead key requirement workshops with clients. · Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Title: Human Resource GeneralistLocation: US Based, EST or CST ONLYReporting Line: VP of Human Resources Intro: As a Human Resources Generalist at CFGI, you'll support a dynamic, fast-paced professional services organization made up of highly skilled consultants across multiple U.S. markets. This role directly supports a sophisticated, exempt-level, client-facing employee population and requires someone who can confidently partner with senior leaders, handle sensitive issues with discretion, and operate in a lean HR team where priorities shift quickly.You will work across core HR areas including performance management, employee relations, learning & development, compliance, and engagement. The ideal candidate has experience supporting a professional services, consulting, financial services, SaaS/tech, or high-growth corporate environment and is comfortable working with executives, partners, and high-performing teams.This role does not include payroll or recruiting responsibilities. Key Responsibilities:Performance & Employee RelationsAdminister HR processes and maintain HR documentation with accuracy, confidentiality, and compliance.Coordinate and own key components of the performance review cycle, including communications, tracking, reporting, and calibration support.Prepare monthly and quarterly HR metrics, reporting, and dashboards for leadership.Support employee relations matters, escalating appropriately and providing high-quality follow-through.Partner with HR leadership on culture, employee experience, engagement, and communication initiatives.Collaborate with Learning & Development to support firmwide training, programming, and content delivery.Manage workflows and updates within HR systems (HRIS, LMS, performance management platforms).Support policy communication and interpretation across a multi-location, professional workforce.Assist with onboarding coordination and new-hire integration in partnership with the Onboarding team.Identify opportunities to streamline and modernize HR processes, templates, and workflows.Provide polished, professional-level support to senior leaders, consultants, and internal partners. Qualifications3-5 years of HR experience supporting a professional services, consulting, financial services, SaaS/tech, or high-growth corporate organization (required). Experience supporting an exempt-level, professional workforce is strongly preferred. Broad HR exposure across performance management, employee relations, engagement, compliance, and development.Demonstrated ability to work in a lean, fast-paced, high-growth environment with shifting priorities.Executive-caliber communication skills - polished, concise, and confident.Strong interpersonal and relationship-building skills with the ability to support leaders and employees across multiple offices.Proven ability to maintain confidentiality and exercise sound judgment.Highly organized, detail-oriented, and proactive with excellent follow-through.Proficient in MS Office (Word, PowerPoint, Excel, Outlook) with experience using HRIS and performance management systems.

IT Risk Directors work closely with senior management of Fortune 500, mid-cap and start-up companies, as well as all levels of CFGI staff from Consultant to Partner. Engagements include IT Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments. CFGI Directors lead project teams and interact with clients and their external auditors (or other professional service firms) on all aspects of engagements, including: · reviewing IT controls testing, process narratives, flow charts or procedures for other types of assessments;· approving engagement scope, project plans, risk assessments, testing approach and specific procedures;· identifying areas for improvement and value-add;· preparing reports or other appropriately styled presentations of findings and recommendations;· preparation for, and participation in Audit Committee meetings or other senior management meetings;· developing and managing relationships with client management;· managing engagement economics; and· business development with new and existing clients. Furthermore, Directors are seen as part of the Firm's leadership and have internal responsibilities for staff development, training, internal projects, and the continual improvement of the Risk Advisory team. Ideal candidates will possess the following:· Certified CISA, CIA or other standard auditing certification combined with solid IT audit experience. Undergraduate degree in Computer Science, Information Systems Audit, Management Information Systems, or similar relevant degree will be considered in lieu of formal qualification (non-certified hires are required to become certified within 1 year from the date of hire);· Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;· 7 to 12 years of experience in public accounting and/or industry performing IT audit, systems implementations, or Information Security;· Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams;· Strong technical skills and a working knowledge of SOX IT General Controls, COSO, SOC 1, and SOC 2;· Awareness of ISO 27001, NIST standards, HIPAA, FAIR, and other relevant standards;· Effective analytical and critical thinking abilities;· Entrepreneurial nature, self-motivated, ethical, and dependable;· Strong project management skills

Job DescriptionConsultant - Asset Management Accounting Advisory Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. Take ownership of your career at CFGI: · Gain exposure to a wide range of projects that solve client technical and operational challenges· 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.· Enjoy what you do! What you might expect: · Providing technical and operational accounting, financial reporting, regulatory reporting and similar support to clients in the asset management industry, primarily in private equity, private credit, real estate, mutual funds and hedge fund asset classes.· Handling accounting and financial operations in the asset management/private funds sector - capital events, LP reporting (preparing waterfall calculations, management fee and performance reporting) and fundraising.· Research & documentation projects related to new ASC accounting standards.· Process improvement projects and implementation of changes. Who you are: · An undergraduate degree in Accounting - CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.· Two to five years of experience in public accounting and industry accounting/finance.· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.· Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.· Effective analytical and critical thinking abilities.· Entrepreneurial nature, self-motivated, ethical, and dependable.· High energy with commitment to quality client service.· Experience with financial reporting, performance reporting, or fund accounting for private equity partnerships or other product types is a plus.· Direct experience with use or implementation of fund/alternative investment accounting applications such as Investran, Geneva, Workiva, Allvue, or Yardi is a plus! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionPMO - Capital Markets Senior ManagerAs part of CFGI's Project Management Advisory practice, you will work as an extension of our client's team to lead and coordinate complex transaction and finance transformation projects. This position will focus on capital markets initiatives and play an integral role in delivering successful outcomes across multiple workstreams. You will be responsible for coordinating CFGI services across projects that may include Initial Public Offerings (IPOs), acquisitions, divestitures and carve-outs, finance organization transformations, and technology implementations. This includes overseeing technical accounting, SEC reporting, internal controls, finance transformation, and cybersecurity efforts. You will 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. The ability to work independently while collaborating across diverse teams is essential to driving transformation and delivering high-quality results for our clients. 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. Who you are:· Bachelor's Degree in Finance or Accounting.· Minimum of five years' experience in audit or financial advisory services.· Prior experience in a project management role within a professional services or consulting environment.· Exceptional communication, facilitation, and stakeholder management skills.· Ability to think strategically while executing tactically in complex environments.· Proven ability to successfully lead projects to completion within scope, timeline, and budget.· Preferred: Active CPA license (or equivalent, e.g., Chartered Accountant) and/or Project Management certification (CAPM, PMP).· Strong understanding of project management methodologies (Agile, Waterfall, Scrum, etc.).· Knowledge of capital markets transactions and public company requirements, compliance, and operations.· Familiarity with financial systems and ERP technologies (e.g., SAP, Oracle, Workday, NetSuite, Microsoft Dynamics).· Ability to work independently and manage multiple projects with changing priorities and deadlines.· Proven experience leading multi-disciplinary teams across several workstreams.· Proficiency with project management tools (e.g., Smartsheet, Monday.com, ClickUp). We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionManager - Asset Management Accounting Advisory 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. Take ownership of your career at CFGI: · Gain exposure to a wide range of projects that solve client technical and operational challenges· 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.· Enjoy what you do! What you might expect:· Integration with client's senior management to solve complex accounting issues and for preparation of proposed resolutions· Review of work prepared by consultants on operational workstreams in the asset management industry, primarily in the private equity, private credit, real estate funds, mutual funds and hedge fund asset classes.· Review of consultants' deliverables related to financial and regulatory reporting in accordance with SEC, regulatory and LP requirements. · 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. Who you are:· An undergraduate degree in Accounting - CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.· Six to nine years of experience in public accounting and/or industry accounting/finance.· Industry experience preparing or managing fund accounting or financial reporting processes, especially with private equity partnerships, is desirable.· Experience in fund accounting software or other technology transformation (i.e. front or middle office software, financial reporting software, etc.) to support process automation or conversion from a legacy product is highly desirable in this role.· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.· Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.· Proactive in identifying client needs and effective in building a strong relationship with clients. · Highly organized and focused and demonstrates ability to set overall engagement expectations and direction. · Effective analytical and critical thinking abilities.· Entrepreneurial nature, self-motivated, ethical, and dependable.· High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Manager-level IT consultants work closely with management of Fortune 500, mid-cap and start-up companies, as well as all levels of CFGI staff from Consultant to Partner. Engagements include IT Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments. CFGI Managers lead project team fieldwork and interact with clients and their external auditors (or other professional service firms) on many aspects of engagements, including: reviewing IT controls testing, process narratives, flow charts or procedures for other types of assessments;drafting or reviewing engagement scope, project plans, risk assessments, testing approach and specific procedures;identifying areas for improvement and value-add;drafting reports or other appropriately styled presentations of findings and recommendations;preparation for Audit Committee meetings or other senior management meetings;developing and managing relationships with client management;assisting with managing engagement economics; andbusiness development with new and existing clients. Furthermore, Managers are expected to assist the Firm's leadership with internal responsibilities for training, internal projects, and the continual improvement of the Risk Advisory team. Ideal candidates will possess the following:Certified CISA, CIA or other standard auditing certification combined with solid IT audit experience. Undergraduate degree in Computer Science, Information Systems Audit, Management Information Systems, or similar relevant degree will be considered in lieu of formal qualification (non-certified hires are required to become certified within 1 year from the date of hire);Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;5 to 8 years of experience in public accounting and/or industry performing IT audit, systems implementations, or Information Security;Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams;Strong technical skills and a working knowledge of SOX IT General Controls, COSO, SOC 1, and SOC 2;Awareness of ISO 27001, NIST standards, HIPAA, FAIR, and other relevant standards;Effective analytical and critical thinking abilities; Entrepreneurial nature, self-motivated, ethical, and dependable;Strong project management skills;High energy with a commitment to quality client service; and Very strong performance within a team dynamic.

Senior Manager-level IT consultants work closely with senior management of Fortune 500, mid-cap and start-up companies, as well as all levels of CFGI staff from Consultant to Partner. Engagements include IT Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments. CFGI Senior Managers lead project teams and interact with clients and their external auditors (or other professional service firms) on all aspects of engagements, including: · reviewing IT controls testing, process narratives, flow charts or procedures for other types of assessments;· approving engagement scope, project plans, risk assessments, testing approach and specific procedures;· identifying areas for improvement and value-add;· preparing reports or other appropriately styled presentations of findings and recommendations;· preparation for, and participation in Audit Committee meetings or other senior management meetings;· developing and managing relationships with client management;· managing engagement economics; and· business development with new and existing clients. Furthermore, Senior Managers are seen as part of the Firm's leadership and have internal responsibilities for staff development, training, internal projects, and the continual improvement of the Risk Advisory team. Ideal candidates will possess the following:· Certified CISA, CIA or other standard auditing certification combined with solid IT audit experience. Undergraduate degree in Computer Science, Information Systems Audit, Management Information Systems, or similar relevant degree will be considered in lieu of formal qualification (non-certified hires are required to become certified within 1 year from the date of hire);· Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience are preferred but not required;· Eight + years of experience in public accounting and/or industry performing IT audit, systems implementations, or Information Security;· Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams;· Strong technical skills and a working knowledge of SOX IT General Controls, COSO, SOC 1, and SOC 2;· Awareness of ISO 27001, NIST standards, HIPAA, FAIR, and other relevant standards;· Effective analytical and critical thinking abilities;· Entrepreneurial nature, self-motivated, ethical, and dependable;· Strong project management skills

Position Description: As a member of CFGI's rapidly growing Risk Advisory team, you will support CFGI client teams responsible for performing various types of project engagements including SOX compliance reviews, internal audits, and operational reviews of business processes / systems. Consultant-level Risk professionals work closely with management of Fortune 500, mid-cap and start-up companies, as well as all levels of CFGI staff from Consultant to Partner. Engagements include Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments. Duties and Responsibilities: · Contribute to an assortment of risk-based, challenging internal audit assignments and projects. · Develop business process flowcharts using Visio (or equivalent tools). · Create control narratives and risk and control matrices for complex business processes. · Interact regularly with process / control owners to understand current business processes, key controls, system dependencies, employee roles / responsibilities, etc. · Create test plans, gather evidence for testing, and execute testing procedures to determine process / control effectiveness. · Perform control design evaluations and testing of key controls associated with areas under review. · Document testing results through high-quality work papers (i. e. , clear description of procedures performed and related audit results / observations). · Identify root causes of issues and effectively summarize testing results / conclusions. · Draft formal reports for Manager / Director / Partner review and issuance to clients. · Propose meaningful and cost-effective recommendations / solutions for process and/or control improvement to support client remediation needs. · Demonstrate creativity in problem solving and optimizing efficiency and effectiveness of assigned tasks. Furthermore, all Risk Advisory team members, from the Consultant level and up, build their skills by assisting the Firm's leadership with internal responsibilities for training, internal projects, and continual improvement. Qualifications and Capabilities: · Certified CPA, CIA or other standard auditing certification combined with solid internal audit experience. · Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience is preferred, but not required. · 2+ years of experience in public accounting and/or industry performing internal audit. · Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams. · Strong technical skills and a working knowledge of SOX, COSO, SOC 1, and SOC 2. · Effective analytical and critical thinking abilities. · Entrepreneurial nature, self-motivated, ethical, and dependable. · Strong project management skills. · High energy with a commitment to quality client service. · Very strong performance within a team dynamic.

Job DescriptionAs a Managing Director/Director on our Business Transformation team, you will work as an extension of our client's team. You will work alongside CEOs, CFOs, controllers, and treasurers to optimize their finance functions and improve their contribution to the business. Our team helps clients optimize and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. We are seeking an experienced and driven Enterprise Performance Management (EPM) Tool leader to help our clients navigate the complex world of 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. The ideal candidate will have a proven track record of successfully implementing these tools in mid-market and large-scale enterprise environments, partnering with vendors, and demonstrating the value of EPM solutions to clients. Further, 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. He/she will 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionManager- Transaction Advisory: Financial Due Diligence About CFGI: Corporate Finance Group, Inc. (“CFGI”) was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today's complex accounting, reporting, compliance and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI is able to fulfill a variety of client needs without the restrictions of auditor independence. We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep technical expertise. Many of our clients are global, market leading, publicly held companies, while others are privately held, private equity-owned, early stage or venture backed emerging businesses. Here at CFGI we place a high value on a culture of continued learning, where teamwork is encouraged, and excellent professional service is rewarded. We offer a flexible career progression model that allows for a variety of very challenging opportunities throughout your career. Principal Responsibilities: · 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. Skills and Competencies: · 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 Education and Experience Requirements: · 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionThe Supply Chain Finance Senior Manager is a key member of the CFGI Business Transformation Team. Working as an extension of our client, the Supply Chain Finance Senior Manager will drive high-impact transformation initiatives across Finance, Supply Chain, and Technology departments. You will serve in a functional role and as a liaison with client senior leadership, helping them to identify improvement needs and fully execute the changes to address them. This person will lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives, aligning finance and operations with business strategy in support of the broader organization's future vision. The role requires a blend of financial expertise, supply chain knowledge, and a passion for improving operational performance. Roles and Responsibilities: · Develop supply chain and finance strategies by assessing a client's business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. · Oversee / transform cost accounting and inventory processes, including complex standard cost development and month-end closing activities. · Ability to evaluate and implement a robust Sales & Operational Planning (S&OP) process that can integrate with the financial plan for enhanced decision-making.· Lead analysis of material, labor, and overhead variances as well as inventory reconciliations and the development of key inventory controls. · Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. · Maintain an understanding of trends affecting supply chains including systems, digital transformations, analytics, the COO ecosystem, and broader marketplace. · Identify and support CFGI business development initiatives, including serving as a subject matter expert in cost accounting and supply chain management in certain aspects of the proposal and scope development processes. Preferred Skills: · Strong Microsoft Excel skills and experience with workflow automation and business intelligence software is a plus. · Knowledge of ERP technologies (e.g. SAP, Oracle, NetSuite, Microsoft D365/Business Central/Dynamics, etc.). · Experience in or partnering with manufacturing organizations is required. · Project Management experience is a plus. Qualifications and Capabilities: · Finance-focused with at least eight plus years of experience in supply chain finance, cost accounting, and/or supply chain management. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required. · CPA or CMA certification is preferred. Supply chain certifications are a plus. · Advanced understanding of and proficiency in cost accounting, preferably in a manufacturing setting. · Experience partnering with operations teams is required. · Strong proficiency in cost analysis, supply chain forecasting, optimization, budgeting, and financial modeling. · Significant engagement management experience, as well as business, practice, and people development. · Ability to concurrently manage internal firm and external client requirements. · Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. is a plus. · Experience leading projects/teams and the ability to lead key requirement workshops with clients. · Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAs part of the CFGI Valuation Practice your job will be to help clients in navigating through various complex debt and equity transactions in a multifaceted business environment. We advise a multitude of public companies and private enterprises operating in a variety of industries on a wide range of valuation considerations related to financial and tax reporting. Our Tangible Valuation Services professionals work on a wide range of services including valuation of real and personal property for mergers and acquisitions, divestitures, IPOs, dispute resolution, financial reporting, and tax purposes. 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCFGI, 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&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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCFGI is seeking an experienced data-driven team member to join the Data & Analytics team in Business Transformation as a Director. As a member of the team, you will be collaborating with clients by creating, developing, designing, and implementing processes and tools that will change how our clients use their most powerful resource - data. The Data & Analytics team helps clients define data strategies, build automation processes, and develop visualizations + predictive analytics tools to deliver impactful solutions and help our clients achieve business objectives using a data driven approach. You will be responsible for managing various client projects, communicating business objectives to cross-functional stakeholders and providing input on both business process operations and data analytics tool specifications. You will be expected to work independently yet collaboratively with key stakeholders across a client's organization to oversee projects and drive transformation. Additional responsibilities include tasks specific to scope development, budget creation and monitoring, as well as the development of internal tools and templates to help drive team development. In addition to client delivery, the Director will play a key role in business development by identifying new opportunities, creating proposals, and cultivating prospective client relationships to expand CFGI's Data & Analytics footprint. An effective team member can incorporate a strong CPA/Finance and technical background in building client solutions to address client's business needs using data analytics tools. The team is tool agnostic in building a customized solution for our clients and uses various tools such as Python or Alteryx for data business process automation and PowerBI or Tableau for dashboarding. Effective communication and organizational skills will be imperative to your success in this role. Requisite working knowledge gained through professional working experience on data analytics projects is foundational to successfully initiate, plan, execute, monitor, control, and close projects. Roles & Responsibilities: · Lead client engagements by translating complex data into actionable insights that drive strategic decision-making and measurable business outcomes.· Design, execute, and oversee the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets, applying advanced analytics techniques to uncover trends and opportunities.· Strong problem-solving skills with ability to work independently, owning and driving projects from requirements through execution by implementing various data analytics solutions. · Work closely with stakeholders to understand their business needs, developing and maintaining strong internal and client relationships to manage cross-functional projects/initiatives.· Experience in project management in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation.· Mentor and develop team members, promoting continuous learning and adoption of emerging technologies and methodologies.· Play an active role in the firm's recruiting efforts and client relationship building.· Drive business development by identifying client needs, creating proposals, and developing relationships that expand CFGI's Data & Analytics service offerings.· Must be able to effectively communicate complex, technical topics to a novice, non-technical audience with a passion for collaboration, learning new technologies, and client success.· Experience working with clients in a consulting capacity is preferred. Skills: Competencies: · Alteryx· Power Automate· PowerBI · Data Architecture· Data Modeling / Analytics· Strong Excel skills· Finance/Accounting background· Data Science· Data Visualization· Solution Architecture· Workflow Automation Ideal technical proficiencies: · CPA preferred· Programming (e.g., SQL, Java, Python, R)· RDMS (relational database management systems)· Exposure to data platforms (e.g., Snowflake, Databricks)· Data Engineering Qualifications & Capabilities: We would like individuals to have a balanced breakdown of the following skills: 1) Must have - The candidate should have strong Soft Skills and General Areas of Technical Competence, as this is the backbone of the candidate's day to day work at CFGI BT.2) A ‘Major' concentration - At least one technical skill that the user is Certified in and has been using on a consistent basis for 6+ years; Considers themselves near ‘fluent' or ‘super-user'.3) A Minor' concentrations - At least 2+ technical skills that the individual has at the very least. Must Have (Core): · Data & Analytics Educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, Computer Science, desired, but not required. Bachelor's degree is required, however.· Analytics background & experience (audit or consulting). · Client facing experience - Speaking and presenting to stakeholders.· Working in team environments.· Managing personal workflow and supervising engagements.· Ability to research and generate ad-hoc solutions to problems.· Strong Excel skills - Using formulas (VLOOKUP, SUMIF, IF statements, INDEX/MATCH etc.). Major/Minor Competencies: · ETL Automation: Alteryx, Power Query· Visualization: MSFT PowerBI / Tableau· Code Based Languages: Python (R acceptable but not preferred )· Data Query: SQL (T-SQL) / (my SQL acceptable but not preferred )· Relational Data: Understanding of Database syntax (Table Structure, Joins, Filters) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Summary:As the Manager of Forecasts and Budgeting at CFGI, you will own the company's consolidated financial forecast and play a key role in driving visibility into performance through timely analysis. The ideal candidate is a hands-on financial professional with strong analytical skills, deep modeling expertise, and the ability to collaborate cross-functionally with senior leadership. Key Responsibilities:Consolidated Financial Forecast· Lead the development and ongoing monthly maintenance of the company's consolidated financial forecast, including income statement, balance sheet, and cash flow projections. This currently includes six international subsidiaries with associated intercompany, foreign exchange, and consolidating adjustments.· Ensure forecast accuracy and consistency.· Develop and continuously improve the company's financial modeling framework and forecasting tools to support decision-making.· Analyze forecast variances and provide insights into key drivers of performance. Monthly Flash Reporting· Own the monthly flash reporting process to estimate key financial metrics (revenue, margins, EBITDA, cash, KPIs, etc.) prior to the completion of the full accounting close.· Leverage early operational and financial indicators to produce reliable and actionable flash forecasts.· Partner with accounting and FP&A to ensure timely and accurate reporting that informs leadership decisions. Internal Management Forecasting Oversight· Manage the internal forecasting process across business units and functional departments.· Work with line-of-business leaders to build, refine, and review departmental forecasts and assumptions.· Integrate departmental forecasts into the consolidated view and support preparation of monthly management reporting packages.· Provide guidance to business partners on forecasting best practices and model integrity. Qualifications:· Bachelor's degree in Finance, Accounting, Economics, or related field.· 6+ years of experience in FP&A, budgeting, or financial analysis roles. Experience in investment banking or private equity preferred.· Proven experience building and maintaining complex three-statement financial models (income statement, balance sheet, cash flow).· Strong understanding of corporate financials, forecasting methodologies, and variance analysis.· Advanced Excel skills.· Strong attention to detail, intellectual curiosity, and a proactive approach to problem-solving.· Excellent communication skills with the ability to present complex financial information clearly to non-financial stakeholders.· Ability to manage multiple priorities and deliver high-quality work under tight deadlines.

Job DescriptionSenior Manager - Asset Management Accounting Advisory Senior Managers will work closely with ‘C-level' management of Fortune 500, mid-cap, and start-up companies. CFGI Senior 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. Take ownership of your career at CFGI: · 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.· Enjoy what you do! What you might expect:· Interact with clients' executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions in the asset management industry, primarily in the private equity, private credit, and real estate fund, mutual funds and hedge fund asset classes.· Lead client engagement and own delivery of operational workstreams to support clients' controllership function.· Drive client deliverables related to financial and regulatory reporting in accordance with SEC, regulatory and LP requirements.· 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. Who you are:· An undergraduate degree in Accounting - CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.· Ten plus years of experience in public accounting and/or industry accounting/finance.· A CFA charter, CAIA, CIPM certificate, or similar asset management industry specific credential would be a plus.· Industry experience preparing or managing fund accounting or financial reporting processes, especially with private equity partnerships, is desirable.· Controllership experience, experience managing accounting operations and financial transactions in the alternative investments space is a plus.· Experience in fund accounting software or other technology transformation (i.e. front or middle office software, financial reporting software, etc.) to support process automation or conversion from a legacy product is highly desirable in this role.· Outstanding interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.· Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.· Proactive in identifying client needs and effective in building a strong relationship with clients. · Highly organized and focused and demonstrates the ability to set overall engagement expectations and direction. · Effective analytical and critical thinking abilities.· Entrepreneurial nature, self-motivated, ethical, and dependable.· High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts. · Consistently seek opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCFGI, 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&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 early-career professionals with a passion for transformation and a desire to grow. We are seeking a motivated and detail-oriented Finance Effectiveness Consultant to support key initiatives across our finance transformation projects. This is a delivery-focused role ideal for individuals looking to gain experience in process improvement, data analysis, and finance modernization. Consultants will work closely with Managers and Senior Managers to execute project tasks and contribute to meaningful change for our clients. Key Responsibilities: · Support project delivery by performing research, gathering data, and analyzing current-state processes. · Develop client-ready deliverables such as process maps, assessment summaries, and presentation materials. · Assist in interviews and workshops with client stakeholders to gather inputs and identify opportunities. · Help document future-state designs, business requirements, and action plans for implementation. · Collaborate with internal teams to ensure consistent and high-quality execution. · Participate in knowledge-sharing and professional development within the Finance Effectiveness team. What We're Looking For: · Three plus years of experience in consulting, finance, or related fields (internships or analyst roles considered). · Foundational knowledge of finance operations, systems, or process improvement. · Strong analytical and communication skills. · Eagerness to learn, attention to detail, and ability to thrive in a team-oriented environment. · Bachelor's degree required; business, finance, or accounting background preferred. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Risk Advisory Directors are critically important project leaders who help our clients navigate the complexities of SOX, deliver internal controls focused projects, and coach and develop our people. Our clients represent a broad range of public or soon-to-be public companies, from new IPOs, mid and large cap companies, and Fortune 1000s. Principal Duties and Responsibilities: Project Delivery: · 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. Engagement Management: · 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. Technical Acumen: · 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. People Development: · 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. Education and Experience Requirements: · 12 plus years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum six years at a Big Four or a large national firm.· Undergraduate degree in accounting or similar field from an accredited university.· CPA and/or MBA combined with solid accounting experience are preferred but not required.· Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests.· Excellent interpersonal, written, and oral communication skills, and ability to assimilate easily into teams.· Strong analytical and critical thinking abilities.· Excellent communication and presentation skills, both verbal and written.· Exceptional virtual and in-person executive presence.· Entrepreneurial nature, self-motivated, ethical, and dependable.· As a professional, you must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines and/or client requests for travel, as necessary. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.