PMO - Capital Markets Senior Manager at CFGI

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Capital Markets, Financial ServicesIndustries

Requirements

Bachelor’s Degree in Finance or Accounting
Minimum of five years’ experience in audit or financial advisory services
Prior experience in a project management role within a professional services or consulting environment
Exceptional communication, facilitation, and stakeholder management skills
Ability to think strategically while executing tactically in complex environments
Proven ability to successfully lead projects to completion within scope, timeline, and budget
Preferred: Active CPA license (or equivalent, e.g., Chartered Accountant) and/or Project Management certification (CAPM, PMP)
Strong understanding of project management methodologies (Agile, Waterfall, Scrum, etc.)
Knowledge of capital markets transactions and public company requirements, compliance, and operations
Familiarity with financial systems and ERP technologies (e.g., SAP, Oracle, Workday, NetSuite, Microsoft Dynamics)
Ability to work independently and manage multiple projects with changing priorities and deadlines

Responsibilities

Advise clients on best practices for planning and executing capital markets and finance transformation projects
Assist in developing and maintaining detailed project plans for complex transactions and client initiatives
Lead discussions with client stakeholders across multiple workstreams to ensure alignment and progress toward deliverables
Oversee the preparation of executive reporting materials and status updates for senior leadership
Advise and assist clients on the stand-up, structure, and delivery of a project management office (PMO)
Identify and address project risks, issues, and scope changes, escalating as needed to leadership
Lead and mentor junior team members within the PMO and in your home market
Foster trusted relationships with stakeholders, acting as a strategic advisor and business partner
Maintain a professional and positive attitude in dynamic, fast-paced environments
Coordinate CFGI services across projects including IPOs, acquisitions, divestitures, carve-outs, finance organization transformations, and technology implementations
Oversee technical accounting, SEC reporting, internal controls, finance transformation, and cybersecurity efforts
Work closely with CFGI partners and client leaders to develop and execute project plans and ensure projects are completed on time and within budget

Skills

PMO

Project Management

Capital Markets

Stakeholder Management

Technical Accounting

SEC Reporting

Internal Controls

Finance Transformation

Cybersecurity

Executive Reporting

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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