Finance Effectiveness - Manager 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

Finance, ConsultingIndustries

Requirements

Six plus years of experience in finance transformation, process improvement, or systems implementation—ideally within a consulting or professional services environment
Strong understanding of finance processes and operations (e.g., planning, close, reporting, payables, receivables)
Exposure to digital finance tools such as ERP systems, automation platforms (e.g., RPA), or data visualization software
Strong project management, communication, and stakeholder engagement skills
Bachelor’s degree in Finance, Accounting, Business, or a related discipline; CPA, CFA, or PMP is a plus

Responsibilities

Manage project workstreams related to finance strategy, process improvement, or digital enablement across different Finance areas
Conduct current-state assessments, identify improvement opportunities, and help design future-state operating models for finance organizations
Support implementation of enabling technologies including ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and analytics dashboards
Coordinate day-to-day client activities, project planning, issue resolution, and status reporting
Lead the development of key deliverables, including recommendations, roadmaps, and value cases
Collaborate with cross-functional teams to support integrated transformation programs
Mentor analysts and associates, providing guidance, feedback, and technical knowledge development
Assist in business development efforts, such as contributing to proposals, client workshops, and internal capability building

Skills

Finance Transformation

Process Improvement

ERP

SAP

Oracle

Workday

EPM

Automation Tools

Analytics Dashboards

Project Management

Change Management

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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