Finance Effectiveness - Managing Director at CFGI

United States

CFGI Logo
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, ConsultingIndustries

Requirements

  • 15+ years of progressive experience in finance transformation, finance operating model design, shared services, or performance improvement – preferably within a consulting or professional services environment
  • Strong understanding of finance processes, systems (e.g., SAP, Oracle, Workday, Anaplan), and organizational design
  • Proven ability to lead complex programs and deliver measurable improvements in finance efficiency, effectiveness, and business partnership
  • Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change
  • Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice

Responsibilities

  • Lead end-to-end client engagements across key finance transformation areas, including operating model design, process optimization (FP&A, R2R, O2C, P2P), finance technology enablement, and performance management
  • Guide CFOs and finance executives in setting transformation agendas, building business cases, and executing initiatives aligned with enterprise strategy
  • Oversee the design and implementation of target-state finance functions – including organizational structure, shared services, centers of excellence, and enabling technologies such as ERP and EPM platforms
  • Build and lead a high-performing team of transformation professionals with expertise across functional finance, systems, and program delivery
  • Collaborate with peers across service lines (e.g., accounting advisory, transactions, digital enablement) to deliver integrated solutions
  • Contribute to the growth of the practice through go-to-market strategy, client development, thought leadership, and recruiting

Skills

FP&A
R2R
O2C
P2P
ERP
EPM
Operating Model Design
Process Optimization
Finance Transformation
Performance 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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