Finance Effectiveness - Consultant at CFGI

United States

CFGI Logo
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, ConsultingIndustries

Requirements

  • 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

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

Skills

Data Analysis
Process Improvement
Process Mapping
Stakeholder Interviews
Workshops
Business Requirements
Project Delivery
Research
Documentation
Presentation Materials

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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