Consultant at CFGI

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Consulting, Business Transformation, Strategic FinanceIndustries

Requirements

Hands-on experience translating data and analytics into actionable insights with ability to create reports and present observations to clients in a clear and concise manner
Able to design and execute the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets
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
Manager-level candidates will also have project management experience in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation
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
Ability to manage individual workflow and task responsibilities
Skills and competencies in: Alteryx, Power Automate, PowerBI, Tableau, Data Architecture, Data Modeling / Analytics, Strong Excel skills, Finance/Accounting background, Data Science
Strong CPA/Finance background
Requisite working knowledge gained through professional working experience on data analytics projects
Effective communication and organizational skills
Open to potential travel per client requirements

Responsibilities

Collaborating with clients by creating, developing, designing, and implementing processes and tools that change how clients use their data
Helping clients define data strategies, build automation processes, and develop visualizations + predictive analytics tools to deliver impactful solutions and achieve business objectives
Managing various client projects
Communicating business objectives to cross-functional stakeholders and providing input on both business process operations and data analytics tool specifications
Working independently yet collaboratively with key stakeholders across a client’s organization to oversee projects and drive transformation
Scope development, budget creation and monitoring
Development of internal tools and templates to help drive team development
Incorporating a strong CPA/Finance background in building client solutions to address client’s business needs using data analytics tools

Skills

Python

Alteryx

PowerBI

Tableau

Data Analytics

Data Strategy

Automation

Predictive Analytics

Dashboarding

Business Process Automation

Finance

CPA

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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