Manager of Forecasts and Budgeting at CFGI

United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Professional ServicesIndustries

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field
6+ years of experience in FP&A, budgeting, or financial analysis roles. Experience in investment banking or private equity preferred
Proven experience building and maintaining complex three-statement financial models (income statement, balance sheet, cash flow)
Strong understanding of corporate financials, forecasting methodologies, and variance analysis
Advanced Excel skills
Strong attention to detail, intellectual curiosity, and a proactive approach to problem-solving
Excellent communication skills with the ability to present complex financial information clearly to non-financial stakeholders
Ability to manage multiple priorities and deliver high-quality work under tight deadlines

Responsibilities

Lead the development and ongoing monthly maintenance of the company’s consolidated financial forecast, including income statement, balance sheet, and cash flow projections for six international subsidiaries with intercompany, foreign exchange, and consolidating adjustments
Ensure forecast accuracy and consistency
Develop and continuously improve the company’s financial modeling framework and forecasting tools to support decision-making
Analyze forecast variances and provide insights into key drivers of performance
Own the monthly flash reporting process to estimate key financial metrics (revenue, margins, EBITDA, cash, KPIs, etc.) prior to the full accounting close
Leverage early operational and financial indicators to produce reliable and actionable flash forecasts
Partner with accounting and FP&A to ensure timely and accurate reporting that informs leadership decisions
Manage the internal forecasting process across business units and functional departments
Work with line-of-business leaders to build, refine, and review departmental forecasts and assumptions
Integrate departmental forecasts into the consolidated view and support preparation of monthly management reporting packages
Provide guidance to business partners on forecasting best practices and model integrity

Skills

Financial Forecasting

Financial Modeling

Income Statement

Balance Sheet

Cash Flow Projections

Variance Analysis

Flash Reporting

EBITDA

FP&A

Cross-Functional Collaboration

Foreign Exchange

Intercompany Adjustments

Excel

Forecasting Tools

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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