Finance Effectiveness - Director at CFGI

United States

CFGI Logo
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Consulting, FinanceIndustries

Requirements

  • Eight plus years of experience in finance transformation, with a strong consulting background (Big 4 or top-tier firm experience preferred)
  • Experience in one or more areas of finance: FP&A, controllership, shared services, finance operations, or finance technology
  • Strong understanding of digital enablers, including ERP (e.g., SAP, Oracle, Workday), EPM platforms, RPA, and data & analytics tools
  • Track record of delivering end-to-end transformation programs that drive tangible business impact
  • Proven ability to lead client relationships, manage executive stakeholders, and influence change at the C-suite level
  • Excellent communication, leadership, and team development skills

Responsibilities

  • Serve as the engagement lead on end to end finance transformation programs, with a focus on strategy, operating model redesign, process optimization, and technology enablement
  • Partner with CFOs and senior finance leaders to define their finance vision, transformation roadmap, and success metrics
  • Drive diagnostic assessments and target operating model design across key finance areas (e.g., FP&A, R2R, P2P, O2C, tax, treasury)
  • Oversee the design and implementation of process improvements, automation solutions, and enabling technologies (e.g., ERP, EPM, analytics, AI)
  • Lead cross-functional teams across multiple workstreams, ensuring delivery excellence, stakeholder alignment, and risk management
  • Collaborate with other firm capabilities (e.g., ERP, data & analytics, change management, risk) to deliver holistic solutions
  • Contribute to practice growth through business development, proposal creation, and client relationship management, methodology development, and market events
  • Mentor and develop next-generation talent within the Finance Transformation team and more broadly across the firm where needed
  • Support leadership with shaping the practice pipeline and strategic growth inclusive of success metrics measurement

Skills

Finance Transformation
Operating Model Design
Process Optimization
Technology Enablement
FP&A
R2R
P2P
O2C
Tax
Treasury
Diagnostic Assessments
Team Leadership
Client Relationships

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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