Teams at CFGI

Leads finance and accounting advisory engagements for Fortune 500, mid-cap, and startup clients. Responsibilities include managing project teams, advising executives on complex accounting matters, SEC reporting, transaction due diligence, ASC implementation, process improvement, client delivery, mentoring staff, recruiting, and business development. The role requires extensive public accounting, advisory, consulting, or corporate finance experience, including Big 4 experience, with CPA and public-company reporting expertise preferred.

Leads finance and accounting advisory engagements for clients, including complex accounting issue resolution, transaction due diligence, SEC and regulatory reporting, technical accounting research, and process improvement. Manages project teams, reviews deliverables, mentors consultants, coordinates with auditors, builds client relationships, supports business development, and contributes to recruiting. Requires public accounting, advisory, consulting, or corporate finance experience, including at least two years at a Big Four firm.

Leads private equity value creation engagements, portfolio company performance improvement programs, and strategic initiatives. Responsibilities include developing operational and financial improvement frameworks, identifying EBITDA opportunities, managing governance and value capture, building financial models and executive dashboards, advising senior stakeholders, overseeing project teams and client delivery, mentoring consultants, and supporting business development and practice growth.