Asset Management - Consultant at CFGI

United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Private Equity, Private Credit, Real Estate, Mutual Funds, Hedge FundsIndustries

Requirements

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/or industry accounting/finance
Excellent interpersonal, written, and oral communication skills
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

Responsibilities

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
Researching and documenting projects related to new ASC accounting standards
Implementing process improvement projects and changes

Skills

Key technologies and capabilities for this role

U.S. GAAPSEC ReportingFinancial ReportingRegulatory ReportingWaterfall CalculationsLP ReportingPerformance ReportingManagement Fee CalculationsASC Accounting StandardsOperational AccountingAnalytical SkillsCommunication Skills

Questions & Answers

Common questions about this position

What is the salary for the Asset Management Consultant position?

This information is not specified in the job description.

Is this Asset Management Consultant role remote or office-based?

The position is Remote/Office/Client Site, depending on the specific engagement.

What skills are required for the Asset Management Consultant role?

Required skills include excellent interpersonal, written, and oral communication skills, strong technical skills with knowledge of U.S. GAAP and SEC reporting, effective analytical and critical thinking abilities, and an entrepreneurial, self-motivated nature.

What is the work environment like at CFGI for this consultant role?

Consultants work collaboratively with other CFGI professionals, Big 4 auditors, and client management on engagements, offering exposure to diverse projects and the flexibility to work in various locations.

What experience and education make a strong candidate for this role?

Candidates need an undergraduate degree in Accounting (CPA and/or MBA with solid accounting experience may substitute), plus two to five years of experience in public accounting and/or industry accounting/finance.

CFGI

Financial consulting and interim management services

About CFGI

CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, M&A support, and interim management for positions like Controller or CFO. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.

Boston, MassachusettsHeadquarters

2000Year Founded

BUYOUTCompany Stage

Robotics & Automation, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Professional Development Budget

Flexible Work Hours

Remote Work Options

Wellness Program

Mental Health Support

Paid Sick Leave

Paid Vacation

Paid Holidays

401(k) Company Match

Employee Referral Bonus

Employee Discounts

Company Social Events

Risks

Emerging APAC firms may challenge CFGI's market share despite FloQast partnership.

Integration of PAS Financial Advisory AG may face cultural and operational challenges.

SecurityScorecard partnership could pose cybersecurity risks if not properly managed.

Differentiation

Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.

CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.

CFGI's independence from auditor restrictions allows tailored solutions for complex scenarios.

Upsides

CFGI's partnership with FloQast enhances financial solutions in North America and Europe.

Acquisition of PAS Financial Advisory AG strengthens CFGI's presence in the DACH region.

Growing demand for ESG consulting aligns with CFGI's expertise in compliance and reporting.

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