Finance Effectiveness - Consultant at CFGI

United States

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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

Key technologies and capabilities for this role

Data AnalysisProcess ImprovementProcess MappingStakeholder InterviewsWorkshopsBusiness RequirementsProject DeliveryResearchDocumentationPresentation Materials

Questions & Answers

Common questions about this position

What is the salary for the Finance Effectiveness Consultant position?

This information is not specified in the job description.

Is this a remote position, or is there a required office location?

This information is not specified in the job description.

What skills and experience are required for this role?

The role requires three plus years of experience in consulting, finance, or related fields, foundational knowledge of finance operations, systems, or process improvement, strong analytical and communication skills, and a Bachelor’s degree (business, finance, or accounting preferred).

What is the company culture like at CFGI?

CFGI has a dynamic, fast-growing, hands-on, and entrepreneurial culture, blending deep technical expertise with a team-oriented environment focused on professional development and knowledge-sharing.

What makes a strong candidate for this consultant role?

Strong candidates have 3+ years in consulting, finance, or related fields, foundational knowledge of finance operations or process improvement, strong analytical and communication skills, a relevant degree, and a passion for transformation with eagerness to learn in a team setting.

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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