Manager at CFGI

United States

CFGI Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, Accounting, Professional ServicesIndustries

Requirements

  • Undergraduate degree in Accounting, Finance, or related field; CPA, MBA, CFA are a strong plus but not required
  • 5–7 years of experience in public accounting and/or industry accounting/finance
  • Strong technical knowledge of U.S. GAAP, financial reporting standards and internal controls
  • Experience with month-end and year-end close processes and general accounting operations
  • Proven ability to lead client engagements and manage cross-functional teams effectively
  • Proficiency in finance technologies and data visualization tools
  • Excellent communication skills with the ability to simplify complex concepts for executive audiences
  • Highly organized, detail-oriented, and capable of managing multiple priorities under tight deadlines
  • Strong analytical and critical thinking skills with a proactive, problem-solving mindset
  • Client-focused with the ability to build strong relationships and deliver strategic value

Responsibilities

  • Assist in the execution of Managed Services engagements, including assessment, transition, and ongoing delivery operations
  • Act as a strategic partner to clients, guiding them through outsourced controllership and finance transformation efforts
  • Drive process improvements across procure-to-pay, order-to-cash and record-to-report functions
  • Collaborate directly with senior client leadership to address complex accounting challenges and develop actionable solutions
  • Design and implement complex dashboards and data models to support advanced operational and financial reporting, KPI tracking, and strategic insights
  • Leverage tools to build scalable, automated solutions, demonstrating expert-level proficiency
  • Collaborate with cross-functional teams to ensure seamless delivery and client satisfaction
  • Stay current on industry trends and emerging technologies to inform client strategies
  • Mentor and coach junior team members, fostering a culture of excellence and continuous learning
  • Participate in the firm’s recruiting efforts, client relationship building, and business development efforts

Skills

Finance Transformation
Controllership
Process Improvement
Procure-to-Pay
Order-to-Cash
Record-to-Report
Financial Reporting
Dashboards
Data Models
KPI Tracking
AI
Automation
Accounting Operations

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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