Finance & Accounting Advisory Managing Director

Finance & Accounting Advisory Managing Director

Managing Directors at CFGI work closely with C-level executives at Fortune 500 mid-cap and start-up companies. As a Managing Director you will take ownership of strategic client relationships lead complex engagements drive business development and play a critical role in the firms growth and long-term success.

Take ownership of your career at CFGI:

• Lead high-impact engagements across a wide range of industries and complex accounting topics.
• Serve as a trusted advisor to executive leadership on technical accounting financial reporting transactions and strategic business initiatives.
• Build and expand long-term client relationships while growing CFGIs market presence.
• Drive firm initiatives contribute to thought leadership and develop the next generation of leaders.
• Enjoy the flexibility of office remote and client-site work locations (engagement specific).
• Create your own path.
• Enjoy what you do!

What you might expect:

• Serve as a subject matter expert advising executive leadership on complex accounting financial reporting IPO M&A carve-out divestiture capital markets and other strategic transactions.
• Lead and oversee all aspects of client engagements including engagement strategy staffing execution quality economics and client satisfaction.
• Guide clients through SEC reporting and regulatory compliance including Forms 10-K 10-Q S-1 S-4 registration statements and technical accounting matters.
• Drive business development through new client acquisition expansion of existing client relationships proposal leadership networking and market development initiatives.
• Contribute to practice growth through methodology development thought leadership internal training and continuous improvement initiatives.
• Mentor and develop professionals across all levels while fostering a culture of collaboration accountability and excellence.

What you must have:

• 14 years of experience in public accounting accounting advisory consulting and/or corporate accounting/finance.
• Minimum of 2 years of experience at a Big 4 firm (Deloitte EY KPMG or PwC).

What sets you apart:

• Experience serving as a trusted advisor to executive stakeholders including CFOs CAOs Controllers Audit Committees Boards of Directors private equity sponsors founders and investors.
• Experience leading significant client portfolios business units industry verticals or service lines including responsibility for engagement quality client satisfaction revenue growth and strategic planning.
• Demonstrated success originating new business expanding existing client relationships developing referral networks and contributing to practice growth through thought leadership networking speaking engagements or market development.
• Experience developing senior leaders building high-performing teams and contributing to recruiting succession planning performance management and organizational growth initiatives.
• Experience advising clients on complex accounting financial reporting transaction regulatory operational or finance transformation matters while serving as an executive-level problem solver during significant business events.

Nice to have:

• CPA license.
• Experience with SEC reporting IPO readiness registration statements or public-company financial reporting environments.
• Experience preparing or reviewing technical accounting memoranda and advising on complex accounting matters including revenue recognition leases business combinations stock-based compensation debt/equity transactions consolidations or impairments.
• Experience supporting significant transactions including IPOs deSPAC transactions carve-outs spin-offs M&A transactions capital raises debt offerings or private equity-backed transactions.

Who thrives here:

• Outstanding interpersonal written and verbal communication skills with the ability to influence executive stakeholders and drive strategic decisions.
• Proactive in identifying client needs and developing long-term trusted advisor relationships.
• Highly organized with the ability to lead large client portfolios multiple teams and competing priorities.
• Effective analytical and critical thinking abilities.
• Entrepreneurial self-motivated ethical and dependable.
• High energy with a commitment to exceptional client service talent development and business growth.