Finance & Accounting Advisory - Managing Director

Managing Director – Finance & Accounting Advisory

At CFGI, Managing Directors serve as key leaders in our organization, working closely with C-level executives at Fortune 500, mid-cap, and start-up companies. As a Managing Director, you will take ownership of client relationships, drive engagement success, and play a pivotal role in the firm’s business development and growth strategies.

Take ownership of your career at CFGI: 

·       Lead high-impact engagements across various industries and complex accounting topics.

·       Act as a strategic advisor to clients, providing expertise in technical accounting, transaction support, and regulatory reporting.

·       Build and manage long-term client relationships and expand CFGI’s market presence.

·       Drive firm initiatives, contribute to thought leadership, and mentor high-performing teams.

What you might expect:

·       Strategic Client Leadership: Serve as a subject matter expert in multiple accounting areas, advising clients on complex financial transactions, including IPOs, M&A, divestitures, and capital markets activities.

·       Engagement Ownership: Lead and oversee all aspects of client engagements, from scoping to execution, ensuring timely and high-quality deliverables.

·       Regulatory & Financial Reporting Expertise: Guide clients in preparing financial statements and regulatory filings (e.g., 10-Ks, 10-Qs, S-1s, and S-4s) in compliance with SEC and GAAP requirements.

·       Firm Growth & Business Development: Drive business development initiatives by identifying new client opportunities, maintaining strong industry relationships, and actively participating in firm-wide growth strategies.

·       Operational & Technical Excellence: Develop and enhance the firm’s training programs, providing guidance on new accounting standards and best practices.

·       People & Culture Leadership: Mentor and develop professionals at all levels, fostering a culture of integrity, collaboration, and professional growth.

Who you are:

Education & Experience:

·       Bachelor's Degree in Accounting, Finance, Business Administration, or Commerce (Master’s preferred).

·       14 years of experience in accounting, finance, or consulting, including tenure at a Big 4 accounting firm.

·       Deep expertise in U.S. GAAP, SEC reporting, and financial transactions.

Leadership & Client Engagement:

·       Proven ability to own and drive client relationships at the executive level.

·       Strong ability to solve complex accounting issues and communicate solutions clearly.

·       Track record of leading large-scale engagements and managing high-performing teams.

Entrepreneurial & Business Development Focus:

·       Experience generating new business and expanding client relationships.

·       Active participation in industry networks, business development, and thought leadership initiatives.

Culture & Mentorship:

·       Committed to developing the next generation of accounting leaders.

·       Demonstrates high ethical standards and a passion for excellence.