CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies 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 to M&A support to Controller or CFO – and delivering seamless support services.
Our key areas of expertise include:
» Technical Consulting
» Interim Management
» Corporate Tax
» Private Equity Services
» Valuation
» Robotic Process Automation (RPA)

CFGI

consultant

CFGI is a leading independent accounting advisory firm that supports CFOs around the globe in critical financial and accounting functions. The firm provides a comprehensive suite of solutions including technical and operational accounting, capital markets advisory, strategic finance, analytics, ESG and sustainability reporting, operational and technology transformation, risk and compliance, cybersecurity, forensic accounting, tax and valuation services, transaction advisory, and workforce transformation. CFGI serves a diverse range of industries such as business services, financial services, healthcare, and life sciences, helping companies navigate complex financial landscapes and drive business growth.

CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies 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 to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include:

» Technical Consulting
» Interim Management
» Corporate Tax
» Private Equity Services
» Valuation
» Robotic Process Automation (RPA)

• As a member of CFGI’s rapidly growing Risk Advisory team, you will support CFGI client teams responsible for performing various types of project engagements including SOX compliance reviews, internal audits, and operational reviews of business processes / systems.
• Contribute to an assortment of risk-based, challenging internal audit assignments and projects.
• Develop business process flowcharts using Visio (or equivalent tools).
• Create control narratives and risk and control matrices for complex business processes.
• Interact regularly with process / control owners to understand current business processes, key controls, system dependencies, employee roles / responsibilities, etc.
• Create test plans, gather evidence for testing, and execute testing procedures to determine process / control effectiveness.
• Perform control design evaluations and testing of key controls associated with areas under review.
• Document testing results through high-quality work papers (i.e., clear description of procedures performed and related audit results / observations).
• Identify root causes of issues and effectively summarize testing results / conclusions.
• Draft formal reports for Manager / Director / Partner review and issuance to clients.
• Propose meaningful and cost-effective recommendations / solutions for process and/or control improvement to support client remediation needs.
• Demonstrate creativity in problem solving and optimizing efficiency and effectiveness of assigned tasks.
• All Risk Advisory team members, from the Consultant level and up, build their skills by assisting the Firm's leadership with internal responsibilities for training, internal projects, and continual improvement.

Consultant

Consultant supporting CFGI’s Risk Advisory team with internal audits and compliance reviews for various clients. Engage in project assignments optimizing business processes and controls.

manager

• The FP&A Senior Manager is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions.
• Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision.
• Help develop finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.
• Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.
• Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.
• Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process.
• Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.

Senior Manager

FP&A Senior Manager in Business Transformation supporting finance organization with modeling, budgeting, and forecasting. Leading projects and influencing finance strategies for clients' business decisions.

• Assist in the preparation and review of quarterly and annual income tax provisions including current and deferred tax analysis in accordance with ASC 740 for multiple clients under the direction of the tax director and Tax Partner.
• Must be knowledgeable in tax accounting theory and tax compliance rules.
• Prepare quarterly and yearly tax provision and tax return work-paper support.
• Prepare stand-alone and consolidated federal and state “C-Corp” income tax returns using tax return software.
• Assist with planning and other special projects.
• Work directly with clients on-site as part of an overall tax team.
• Establish relationships with internal and external tax personnel.
• Have experience and a continued interest in developing/mentoring junior team members.
• Perform tax research on various federal, state and international tax issues and prepare tax memorandum.

Manager

Manager of Tax Accounting and Compliance position involving global tax provision computations and compliance. Requires significant visibility to Tax Partner and reporting to Tax Director.

risk

• Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects).
• Executes projects with minimal supervision and seen as the principal point of contact by the client and CFGI leadership.
• Sets realistic deadlines with the client and internally with the team.
• Schedules and manages teams/individuals of various staff levels based upon project need and scope; provides constructive feedback and develops staff.
• Effectively manages workload to meet project milestones and deliver work on-time and on-budget.
• Actively manages project budgets; reviews budget-to-actuals, obtains client approval for additional services, and reviews invoices.
• Ensures team member timecards are submitted timely and accurately.
• Communicates project status frequently to the client and the project’s Partner.
• Drafts and reviews control design language, flowcharts, narratives, IPE; determines system(s) and application(s) scoping.
• Manages testing, sampling, deficiency evaluation; reviews SOC-1 Type II reports and CUEC mapping, including sub-service organizations.
• Provides leadership by example, identifies development opportunities, and is responsible for team morale.

Risk Advisory Director

Lead SOX and internal controls engagements for public and pre-IPO companies; manage project delivery, budgets, and develop staff at CFGI.

financial-planning-and-analysis

• Support buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to corporations and private equity investors
• Analyze target company data to identify historical and projected operating trends, quality of earnings/assets, pro forma financials, working capital calculations, debt and debt-like items and other potential liabilities/risks which impact valuation and negotiation
• Work with senior team members on multiple complex engagements simultaneously
• Manage and coordinate approach of client, CFGI engagement teams, and third-party diligence providers throughout the transaction process

Financial Due Diligence Manager

Manager leading financial due diligence for buy/sell transactions at CFGI. Analyze target financials, manage engagement teams, and coordinate diligence with clients and third parties.

• Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects)
• Executes projects with minimal supervision and sets realistic deadlines with clients and internal teams
• Acts as principal point of contact for clients and CFGI leadership on projects
• Schedules and manages teams/individuals of various staff levels based on project needs and scope
• Manages workloads to meet project milestones and deliver work on-time and on-budget
• Actively manages project budgets; evaluates budgetary assumption changes and obtains client approval for additional services
• Ensures team member timecards are submitted timely and accurately; reviews budget-to-actuals and invoices
• Communicates project status frequently via email, phone, virtual meetings, and/or in person to clients and project Partner
• Drafts and reviews control design language, flowcharts, narratives, and IPE; determines systems and application scoping
• Performs sampling, testing, and deficiency evaluations in line with advanced methodologies
• Reviews SOC-1 Type II reports and conducts CUEC mapping including sub-service organizations
• Applies working proficiency in IT General Controls and compliance with SEC, PCAOB, and AICPA standards
• Leads by example, provides constructive feedback, identifies development opportunities, and is responsible for team morale

Senior Manager, Risk Advisory

Lead and deliver SOX/internal controls projects, manage client relationships, and develop staff at CFGI for public and soon-to-be-public companies.

director

• Support various client projects including MS SQL Server, SharePoint and MS Power BI solutions
• Implement third-party tax applications and custom tax technology applications
• Support and automate internal and external operations of multinational tax departments
• Document requirements, configuration, testing, debugging, and tax systems/process configuration
• Identify and implement automation for manual tasks using financial/tax systems and emerging technologies
• Consolidate tax data to improve analysis and planning
• Improve reporting capabilities to enhance clients' ability to evaluate risk and capitalize on opportunities
• Support project team members to ensure timely completion of deliverables
• Drive tax technology program mobilization, strategy, and road mapping
• Lead direct and indirect tax systems implementation and configuration
• Lead tax operating model transformation, including process improvement, risk and controls
• Conduct tax function assessments

Digitization Director

Lead tax technology transformation and implement MS SQL, SharePoint, Power BI solutions. Drive tax data consolidation, automation, and operating model improvements at CFGI.

CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies 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 to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include: » Technical Consulting » Interim Management » Corporate Tax » Private Equity Services » Valuation » Robotic Process Automation (RPA)

CFGI

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