Risk Advisory - Director at CFGI

Philadelphia, Pennsylvania, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Consulting, Risk AdvisoryIndustries

Requirements

12 plus years of direct, client service/client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum six years at a Big Four or a large national firm
Undergraduate degree in accounting or similar field from an accredited university
CPA and/or MBA combined with solid accounting experience are preferred but not required
Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests
Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies
Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping
Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies
In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations
Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards

Responsibilities

Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects)
Executes projects with minimal supervision by more senior individuals
Sets realistic deadlines with the client and internally with the team
Serves as the principle point of contact by the client and CFGI leadership for each project
Schedules and manages teams/individuals of various staff level(s) based upon project need and scope
Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget
Actively manages project budgets and evaluates whether there have been changes to budgetary assumptions; obtains client approval to perform any additional services in advance of incurring time
Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices
Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project’s Partner
Leads by example
Provides constructive, in-the-moment feedback and formal written feedback
Identifies development opportunities for individuals and strategically schedules people in those roles
Responsible for the morale of their teams

Skills

Key technologies and capabilities for this role

SOXInternal ControlsProject ManagementTeam ManagementBudget ManagementClient Communication

Questions & Answers

Common questions about this position

What is the salary for the Risk Advisory Director position?

This information is not specified in the job description.

Is this Risk Advisory Director role remote or office-based?

This information is not specified in the job description.

What key skills are required for the Risk Advisory Director role?

Key skills include fluency in SOX implementation for newly public companies, expert proficiency in drafting control design language, flowcharts, narratives, and IPE, advanced understanding of Big 4 sampling and testing methodologies, and in-depth experience reviewing SOC-1 Type II reports.

What does the work environment look like for Risk Advisory Directors at CFGI?

Directors lead multiple concurrent SOX projects, manage teams of various staff levels, serve as the principal point of contact for clients and leadership, and focus on people development by leading by example.

What makes a strong candidate for the Risk Advisory Director position?

Strong candidates can lead SOX projects with minimal supervision, manage engagement budgets and teams effectively, demonstrate expert technical acumen in SOX controls and auditing standards, and coach and develop team members.

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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