Jobs at CFGI

Q: How many jobs are open at CFGI?

Check our CFGI page for the latest count of open positions. New jobs are added as CFGI posts transparent listings.

Q: Does CFGI offer remote positions?

Many positions at CFGI may offer remote or hybrid arrangements. Check individual job listings for details on work location flexibility.

Q: What is it like to work at CFGI?

Browse our CFGI job listings to see salary transparency, sentiment analysis of job descriptions, and key insights to help evaluate the company.

Cybersecurity - Director/Managing Director

Company: CFGI

Location: Remote

Posted Mar 12, 2024

CFGI is a unique and highly specialized financial consulting firm strategically positioned to assist the office of the CFO through a range of routine and complex business scenarios As an extension of your corporate finance team CFGI works alongside your internal staff serving in a variety of roles from cybersecurity risk advisory technical accounting MampA support tax services etc delivering seamless support services Technical amp Domain Experience Build cybersecurity process risk and control frameworks for clients that are rationalized against applicable laws and standards Conduct risk assessment and maturity assessments for clients Audit control definition and control testing against clients internal audit framework or against industry standards or laws and regulations Conduct cybersecurity and data privacy compliance readiness assessments for clients Guide clients in establishing cybersecurity policies standards and procedures Manage cybersecurity training and awareness services for clients from design to implementation Advise clients on cybersecurity functions metrics and reporting for various level of client audiences including Audit Committees and Board of Directors Be the clients Subject Matter Expert on compliance questions for cybersecurity regulations and industry practices Provide governance services for clients to oversee their cybersecurity functions and practices including governance over policies and procedures risk management vulnerability management incident management etc Build risk management practices for clients including policies procedures Risk Register etc Assist clients in implementing market GRC tools Lead Third Party Risk Management TPRM for clients including designing and operationalizing a TPRM framework reviewing existing and new vendors for client and provide ongoing monitoring services Process amp Project Management Experience Ability to prioritize and multitask Flexibility and adaptability in work approach Ability to manage project plans for client various data privacy engagements including creating tasks timeline and budgets Ability to report to leadership and clients on status updates periodically including progress and challenges Business Development Experience Ability to introduce new clients to CFGI through your own professional network Experience in delivering pitches and building winning proposals Ability to upcrosssell on existing accounts by partnering with various practice line leaders across the Firm Soft Skills Strong interpersonal and communication skills experience with crosscultural communications Calmness and clarity of thought under pressure and the ability to maintain confidentiality Train other staff and external clients as necessary Agile and flexible capable of dealing with ambiguity and ability to confront challenges and opportunities with speed endurance and decisiveness Manage a team of consultants and managers on various projects Technical Qualifications and Certifications Bachelors degree in business computer science information systems engineering or a related discipline Strong knowledge in national and global industry practices and regulations in cybersecurity and data privacy including NIST CSF CIS PCI DSS HIPAA ISO27001 CMMC FedRAMP SOX GDPR CCPA etc Industry certifications preferred but not required CISSP CISM etc Needs strong understandingexperience of the UK regulatory compliance landscape in cybersecurity data privacy space and its impact on businesses

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high level of positive energy excellent verbal/written communication experience with Salesforce

Regional Support Manager

Company: CFGI

Location: New York City, NY

Posted Mar 10, 2024

CFGI is seeking a Regional Support Manager to handle day-to-day administrative tasks, coordinate local marketing events, manage vendor accounts, and assist with onboarding/offboarding. The ideal candidate should have strong communication skills, time management abilities, and experience with Salesforce, Microsoft Office, and facilities/property management. A minimum of 1-2 years of relevant experience and an Associate's/Bachelor's degree are required. The estimated base salary range is $60,000 - $70,000, with a competitive benefits package and bonus programs.

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Data & Analytics - Senior Manager

Company: CFGI

Location: Remote

Posted Mar 11, 2024

OFFERING Strategic Finance and Analytics LEVEL Senior Manager MARKET LOCATION Location Agnostic Must be open to potential travel per client requirements CFGI is seeking a data driven team member to join the Data and Analytics team in Business Transformation as a Senior Manager As a member of the team you will be collaborating with clients by creating developing designing and implementing processes and tools that will change how our clients use their most powerful resource data The Data and Analytics team helps clients define data strategies build automation processes and develop visualizations + predictive analytics tools to deliver impactful solutions and help our clients achieve business objectives using a data driven approach You will be responsible for managing various client projects communicating business objectives to crossfunctional stakeholders and providing input on both business process operations and data analytics tool specifications You will be expected to work independently yet collaboratively with key stakeholders across a clients organization to oversee projects and drive transformation Additional responsibilities include tasks specific to scope development budget creation and monitoring as well as development of internal tools and templates to help drive team development An effective team member can incorporate a strong CPAFinance background in building client solutions to address clients business needs using data analytics tools The team is tool agnostic in building a customized solution for our clients and uses various tools such as Python or Alteryx for data business process automation and PowerBI or Tableau for dashboarding Effective communication and organizational skills will be imperative to your success in this role Requisite working knowledge gained through professional working experience on data analytics projects is foundational to successfully initiate plan execute monitor control and close projects Roles and Responsibilities Handson experience translating data and analytics into actionable insights with ability to create reports and present observations to clients in a clear and concise manner Able to design and execute the transformation and analysis of large structured and unstructured quantitative and qualitative datasets Strong problemsolving skills with ability to work independently owning and driving projects from requirements through execution by implementing various data analytics solutions Work closely with stakeholders to understand their business needs developing and maintaining strong internal and client relationships to manage crossfunctional projectsinitiatives Senior Managerlevel candidates must have project management experience in crossfunctional engagements including accountingfinance FPampA modeling andor tech implementation Must be able to effectively communicate complex technical topics to a novice nontechnical audience with a passion for collaboration learning new technologies and client success Ability to manage individual and supporting staff workflows and task responsibilities Skills and Competencies Alteryx Power Automate PowerBI Tableau Data Architecture Data Modeling Analytics Strong Excel skills FinanceAccounting background Data Science Data Visualization Solution Architecture Workflow Automation Programming eg SQL Java Python R RDMS relational database management systems Exposure to data platforms eg Snowflake Databricks Data Engineering Qualifications and Capabilities We would like individuals to have a balanced breakdown of the following skills 1 Must have The candidate should have strong soft skills and general areas of technical competence as this is the backbone of the candidates day to day work in the Business Transformation group here at CFGI 2 Major concentration At least one technical skill that the user is Certified in and has been using on a consistent basis for 2+ years Considers themselves near fluent or superuser 3 Minor concentrations At least 2+ technical skills that the individual has at the very least Must Have Core Experience Bachelors degree is required educational backgrounds in quantitative fields like AccountingFinance Information Systems Statistics and Computer Science is preferred CPA or other relevant designations are preferred Analytics background and experience preferably in a client service environment Solid communication teaming presentation and project management skills Ability to research and generate adhoc solutions to problems Strong Excel skills Using formulas VLOOKUP SUMIF IF statements INDEXMATCH etc MajorMinor Competencies ETL Automation Alteryx Visualization Tableau MSFT PowerBI CodeBased Python R acceptable but not preferred Data Query SQL TSQL mySQL acceptable but not preferred Relational Data Understanding of Database syntax Table Structure Joins Filters

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Cybersecurity - Manager

Company: CFGI

Location: Remote

Posted Mar 10, 2024

About CFGI CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to assist the office of the CFO through a range of routine and complex business scenarios As an extension of your corporate finance team CFGI works alongside your internal staff serving in a variety of roles from technical accounting advisor MampA support tax services etc delivering seamless support services Technical and Domain Experience Build cybersecurity process risk and control frameworks for clients that are rationalized against applicable laws and standards Conduct risk assessment and cybersecurity maturity assessments for clients Guide clients in establishing cybersecurity policies standards and procedures Manage cybersecurity training amp awareness services for clients from design to implementation Advise clients on cybersecurity functions metrics and reporting for various levels of client audiences including Audit Committees and Board of Directors Provide governance services for clients to oversee their cybersecurity functions and practices including governance over policies and procedures risk management vulnerability management incident management etc Build risk management practices for clients including policies procedures Risk Register etc Previous experience as a systems administrator systems engineer or security analyst Understanding of operating system hardening principles network design principles and systems security Understanding of various cybersecurity domains GRC IAM asset security security architecture network security security operations Understanding of security analysis security events and penetration testing Process and Project Management Experience Ability to prioritize and multitask with flexibility and adaptability in work approach Ability to manage project plans for client various data privacy engagements including creating tasks timelines and budgets Ability to report to leadership and clients on status updates periodically including progress and challenges Soft Skills Strong interpersonal and communication skills experience with crosscultural communications Calmness and clarity of thought under pressure and ability to maintain confidentiality Train other staff and external clients as necessary Agile and flexible capable of dealing with ambiguity and confronting challenges and opportunities with speed endurance and decisiveness Manage a team of consultants and managers on various projects Technical Qualifications and Certifications Bachelors degree in business computer science information systems engineering or a related discipline Strong knowledge in national and global industry practices and regulations in cybersecurity and data privacy including NIST CSF CIS PCI DSS HIPAA ISO27001 CMMC FedRAMP SOX GDPR CCPA etc Industry certifications are preferred but not required CISSP CISM etc

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Accounting Advisory - Manager

Company: CFGI

Location: Greater NYC Area

Posted Mar 14, 2024

<div>Manager Accounting Advisory<div> Managers at CFGI work closely with senior management of Fortune 500 midcap and startup companies CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements including report writing developing and managing client relationships and business development <div>Take ownership of your career at CFGI <div> Gain exposure to a wide range of industries andor projects Make a true business impact with your clients Own projects from start to finish Experience client interaction and thrive in a clientfacing role Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm Enjoy the flexibility of officeremoteclient site work locations engagement specific Create your own path Enjoy what you do <div>What you might expect<div> Integration with clients senior management to solve complex accounting issues and for preparation of proposed resolutions Review of work prepared by consultants on operational due diligence for complex transactions ie acquisitions and divestitures stock offerings debt raises IPOs Review of consultants deliverables of financial and regulatory information in accordance with SEC and regulatory requirements ie 10Ks 10Qs S1 and S4 filings audit coordination Research and documentation projects related to new ASC accounting standards Process improvement projects and implementation of changes Lead and mentor consultants acting as a role model and providing creative solutions that enhance the consultants overall experience Participate in the firms recruiting efforts client relationship building and business development efforts <div>Who you are<div> An undergraduate degree in Accounting CPA andor MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting Five to seven years of experience in public accounting andor industry accountingfinance Excellent interpersonal written and oral communication skills with an ability to assimilate easily into teams Strong technical skills and a working knowledge of US GAAP and SEC reporting Proactive in identifying client needs and effective in building a strong relationship with clients Highly organized and focused and demonstrates ability to set overall engagement expectations and direction Effective analytical and critical thinking abilities Entrepreneurial nature selfmotivated ethical and dependable High energy with commitment to quality client service focusing on ensuring positive resolutions to conflicts CFGI is dedicated to offering our employees strong and inclusive total compensation packages Offer packages are based on several factors such as the specific role and level being hired for location as well as the individuals skills experiences and qualifications The goodfaith estimated base salary range for this position is $100000 $140000 In addition to the base compensation CFGI offers a competitive benefits package and various bonus programs and incentives based upon an individuals level and overall work performance

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strategic marketing plans oversee the planning execution

Marketing Manager

Company: CFGI

Location: Remote

Posted Apr 03, 2024

CFGI, a specialized financial consulting firm, is seeking a marketing manager to lead strategic marketing efforts. The role involves campaign management, brand management, budget oversight, cross-functional collaboration, and strategic planning. The ideal candidate should have extensive marketing experience, preferably in a professional service or B2B company, and proficiency in content management, CRM, and marketing automation systems.

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Order-to-Cash - Senior Manager

Company: CFGI

Location: Remote

Posted Mar 21, 2024

As a member of our Business Transformation team you will work as an extension of our clients team to advise on and lead their transformation initiatives Your work will serve in a functional role on high impact transformation initiatives and and you will serve as a liaison with key stakeholders and the finance group helping them to identify improvement needs and fully execute the changes to address them The QuotetoCash QTC Specialist will create value for clients by leading engagements that map the current state design an optimized process remove inefficiencies and align the process with the clients overall business strategy The QTC specialist will also embed within the clients organization as necessary to drive necessary operational enhancements and drive transformation as an extension of the clients team This team member will also contribute to collaborative internal nonclient facing initiatives creating and maintaining processes and resources that support the growth of the Business Transformation practice Roles and Responsibilities Lead project teams engaged in the successful delivery of CFGIs Operational Excellence service offering Perform current state assessment to define the clients existing QTC process identifying systems data flow stakeholders manual requirements client pain points inefficiencies risks and opportunities Advise on procedural improvements resulting from more optimized use of existing technology and automation in the QTC process Create and execute a comprehensive implementation plan to streamline sales orders invoicing and revenue recognition Recommend technology investments to address client challenges based on understanding of existing processes Serve as liaison between the clients leadership and functional teams to bridge organizational strategy with process optimization at the task level Help develop strategies by assessing a clients business challengesneedsgaps diagnosing the root problems and recommending an approach leveraging CFGI assets Identify and support business development initiatives participate in and lead aspects of the proposal development process Develop thought leadership in areas of high importance to QTC clients Maintain an understanding of advancements in technology and innovations which are happening across digital analytics and the broader marketplace Work alongside key client stakeholders as an extension of their team to develop work plans with proper activities resource engagement and assignment expected outcomes and timing Assume tasks within the defined scope to drive execution and delivery as needed Identify when additional CFGI resources might be needed to support additional tasks or expanded scope Streamline and automate timely reporting of project status to key stakeholders Facilitate upward communication as requested with Project Sponsors Executive Leadership or Board of Directors Constantly be present in client conversations to uncover new needs and be able to speak to CFGI service offerings that can benefit the client and address their needs Maintain a clear focus on providing exceptional client service at every opportunity Fully develop and maintain client relationships at all levels within the clients organization to gain stakeholder trust become a true business partner that can communicate complex ideas and gain stakeholder buyin Actively participate in the development of the Business Transformation practice and related infrastructure Maintain a professional and positive attitude Preferred Skills Comprehensive understanding or deep expertise in the quotetocash core business cycle operating models organizational structures and process best practices Proven experience in engagement management leading projects and project teams Effective communication skills including the ability to clearly communicate with clients document requirements and articulate the value proposition and business case for Business Transformation solutions Independent leadership abilities capable of driving successful outcomes and ensuring client satisfaction in client engagements Strong project management skills enabling timely reporting and progress updates Willingness to actively participate in internal business leadership practice development and initiatives focused on growth and development of team members Qualifications and Capabilities A motivated financefocused individual with a minimum of ten plus years of combined experience in industry finance and strategic consulting as well as operational finance and accounting with expertise in the quotetocash business cycle Big Four experience and CPA preferred Demonstrated ability to successfully lead transformation teams in various aspects of the transformation journey including strategy development planning delivery and execution Experience in professional service consulting andor client engagement management Indepth knowledge of the endtoend quotetocash QTC process encompassing order management credit analysis invoicing accounts receivable collections adjustments and deductions and revenue recognition Comprehension of business functions that follow revenue recognition including reporting Possesses functional technical andor business knowledge related to people processes and technology in the context of sales and finance operations Familiarity with QTC technology solutions for CRM billing and revenue recognition Salesforce Zoho Mondaycom Hubspot Freshsales Zendesk Pipedrive etc Project management experience is a plus showcasing the ability to plan organize and execute projects effectively Experience in the SaaS industry is a plus indicating an understanding of specific order management needs and regulations

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Accounting Advisory - Senior Manager

Company: CFGI

Location: Philadelphia, PA

Posted Mar 14, 2024

<div>Senior Manager Accounting Advisory <div> Senior Managers will work closely with Clevel management of Fortune 500 midcap and startup companies CFGI Senior Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements including report writing developing and managing client relationships and business development <div>Take ownership of your career at CFGI <div> Gain exposure to a wide range of industries andor projects Make a true business impact with your clients Own projects from start to finish Experience client interaction and thrive in a clientfacing role Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm Enjoy the flexibility of officeremoteclient site work locations engagement specific Create your own path Enjoy what you do <div>What you might expect<div> Interact with clients executive team and auditors serving as a subject matter expert leading clients through complex accounting issues and driving conclusions Lead client engagement and own client delivery on operational due diligence for complex transactions ie IPOs acquisitions and divestitures stock offerings debt raises Drive client deliverables of financial and regulatory information in accordance with SEC and regulatory requirements ie 10Ks 10Qs S1 and S4 filings audit coordination Serve as a subject matter expert on projects related to new ASC accounting standards Lead process improvement projects and implementation of changes Mentor managers and consultants acting as a moral and ethical model fostering engagement team professional growth and providing constructive and actionable feedback Lead firm initiatives and identify areas for improvements Play an active role in the firms recruiting efforts client relationship building and business development efforts <div>Who you are<div> An undergraduate degree in Accounting CPA andor MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting Eight plus years of experience in public accounting andor industry accountingfinance Outstanding interpersonal written and oral communication skills with an ability to assimilate easily into teams Strong technical skills and a working knowledge of US GAAP and SEC reporting Proactive in identifying client needs and effective in building a strong relationship with clients Highly organized and focused and demonstrates the ability to set overall engagement expectations and direction Effective analytical and critical thinking abilities Entrepreneurial nature selfmotivated ethical and dependable High energy with commitment to quality client service focusing on ensuring positive resolutions to conflicts Consistently seek opportunities to enhance your skills by attending higherlevel training develop firm training materials and enhance overall firm knowledge base CFGI is dedicated to offering our employees strong and inclusive total compensation packages Offer packages are based on several factors such as the specific role and level being hired for location as well as the individuals skills experiences and qualifications The goodfaith estimated base salary range for this position is $130000 $185000 In addition to the base compensation CFGI offers a competitive benefits package and various bonus programs and incentives based upon an individuals level and overall work performance

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financial due diligence transaction advisory corporate finance group

Financial Due Diligence - Consultant

Company: CFGI

Location: Remote

Posted Mar 09, 2024

CFGI is a leading transaction advisory firm that provides financial due diligence services to corporations and private equity investors. The company offers a unique combination of integrity, flexibility, and technical expertise to its clients. The job description highlights the importance of teamwork, continued learning, and excellent professional service.

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lead project teams create and execute implementation plan deep understanding of RTR process

Record-to-Report - Senior Manager

Company: CFGI

Location: Remote

Posted Mar 09, 2024

The Record-To-Report (RTR) Specialist role involves leading project teams in delivering CFGI's business cycle service offering, creating and executing a comprehensive implementation plan to streamline close, consolidation, and financial reporting. The role requires a deep understanding of the RTR process, strong project management skills, and the ability to advise on procedural improvements and technology investments. The ideal candidate should have extensive experience in finance and strategic consulting, with a proven track record in engagement management and leadership. Familiarity with ERP and financial close software is beneficial.

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Accounting Advisory - Consultant

Company: CFGI

Location: Greater NYC Area

Posted Mar 14, 2024

Consultant Accounting Advisory Our consultants work as part of a team with other CFGI professionals Big 4 auditors and client management on all facets of the engagements including analyzing financial information interviewing client management identifying key issues report writing participating in meetings and developing a strong relationship with client management <div>Take ownership of your career at CFGI <div> Gain exposure to a wide range of industries andor projects Make a true business impact with your clients Own projects from start to finish Experience client interaction and thrive in a clientfacing role Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm Enjoy the flexibility of officeremoteclient site work locations engagement specific Create your own path Enjoy what you do <div>What you might expect<div> Preparation of operational due diligence for complex transactions ie acquisitions and divestitures stock offerings debt raises IPOs Accounting projects focused on carving out business unitssubsidiaries Integration with clients internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support Preparation of financial and regulatory information in accordance with SEC and regulatory requirements ie 10Ks 10Qs S1 and S4 filings audit coordination Research amp documentation projects related to new ASC accounting standards Process improvement projects and implementation of changes Who you are An undergraduate degree in Accounting CPA andor MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting Two to five years of experience in public accounting andor industry accountingfinance Excellent interpersonal written and oral communication skills with an ability to assimilate easily into teams Strong technical skills and a working knowledge of US GAAP and SEC reporting Effective analytical and critical thinking abilities Entrepreneurial nature selfmotivated ethical and dependable High energy with commitment to quality client service CFGI is dedicated to offering our employees strong and inclusive total compensation packages Offer packages are based on several factors such as the specific role and level being hired for location as well as the individuals skills experiences and qualifications The goodfaith estimated base salary range for this position is $75000 $105000 In addition to the base compensation CFGI offers a competitive benefits package and various bonus programs and incentives based upon an individuals level and overall work performance

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Internal Data and Analytics Specialist extract manipulate

BI Analyst or Senior Analyst

Company: CFGI

Location: Boston, MA

Posted Apr 05, 2024

The role of an Internal Data and Analytics Specialist involves extracting, manipulating, organizing, and reporting data from various sources within CFGI's ecosystem, including NetSuite, Salesforce, Oracle, and Pardot. Key responsibilities include data extraction using SQL queries or APIs, cleaning and transforming raw data, organizing data for analysis, generating reports and dashboards, and staying updated on emerging trends in data analytics. Qualifications include a Bachelor's degree in a related field, 3-5 years of experience in data analysis, proficiency in SQL, Excel, and PowerBI, strong analytical skills, and excellent communication abilities.

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Jobs at CFGI

Cybersecurity - Director/Managing Director

Regional Support Manager

Data & Analytics - Senior Manager

Cybersecurity - Manager

Accounting Advisory - Manager

Marketing Manager

Order-to-Cash - Senior Manager

Accounting Advisory - Senior Manager

Financial Due Diligence - Consultant

Record-to-Report - Senior Manager

Accounting Advisory - Consultant

BI Analyst or Senior Analyst

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