Capital Markets - Director at CFGI

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Capital Markets, Financial ServicesIndustries

Requirements

Bachelor’s Degree in Accounting
CPA license (or equivalent)
At least five years of experience in public accounting, capital markets advisory, or related roles
Prior experience leading accounting and finance advisory projects across multiple workstreams (e.g., technical accounting, SEC reporting, internal controls/SOX, capital markets, finance transformation)
Strong technical skills with deep knowledge of U.S. GAAP and/or IFRS
Experience with SEC reporting, IPOs, debt offerings, and private placements
Exceptional communication and interpersonal skills, with the ability to lead difficult conversations with clients, team members, and other stakeholders
Proven leadership and mentorship capabilities in a professional services environment
Professional financial statement and report writing

Responsibilities

Advise private and public companies on IPO readiness, debt offerings, and other liquidity events
Lead delivery of IPO readiness projects, including organizational maturity assessments, SEC registration statement drafting, and financial statement preparation
Coordinate engagement delivery across multiple workstreams, including technical accounting, SEC reporting, internal controls, and finance transformation
Provide technical accounting guidance for transaction-related events, including acquisitions, divestitures, debt offerings, and IPOs
Draft technical accounting and policy whitepapers and memos
Serve as a subject matter expert in SEC reporting and pro forma financial reporting
Mentor and lead junior team members, fostering their professional growth through feedback and coaching
Maintain responsibility for quality project deliverables, meeting communicated timelines, and proactively addressing conflicts or issues
Play an active role in the firm’s recruiting, client relationship building, and business development efforts

Skills

IPO Readiness

Debt Offerings

SEC Registration Statements

Financial Statement Preparation

Technical Accounting

SEC Reporting

Internal Controls

Finance Transformation

Organizational Maturity Assessments

Liquidity Events

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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