Jobs at CFGI

Leads cybersecurity GRC, data privacy, technical risk, regulatory readiness, and third-party risk advisory engagements. Assesses security controls, architectures, identity, cloud, vulnerability management, monitoring, incident response, resilience, and privacy programs. Advises executives, translates technical findings into business risk, develops remediation roadmaps, supports cyber due diligence and post-acquisition initiatives, contributes to business development, and mentors consulting teams.

Lead cybersecurity GRC, privacy, and AI governance advisory engagements for enterprise and private equity clients. Design governance models, risk programs, control frameworks, privacy operations, third-party risk programs, and AI compliance frameworks aligned with NIST AI RMF, EU AI Act, and ISO 42001. Advise executives, develop board-ready deliverables, manage client workstreams, support business development, and mentor consulting teams.

Lead client advisory engagements focused on business continuity, disaster recovery, operational resilience, crisis management, and cyber recovery. Conduct impact analyses, dependency mapping, recovery assessments, governance design, technical resilience reviews, and executive exercises. Develop recovery strategies, policies, roadmaps, and remediation plans while supporting testing and evidence reviews. Lead teams, client communications, proposals, and practice development across private equity portfolio companies and complex organizations.

Analyze financial, operational, commercial, customer, and organizational performance metrics. Build dashboards, scorecards, and executive reports; synthesize data into actionable insights; support forecasting, scenario analysis, business planning, strategic initiatives, and executive decision-making through quantitative analysis and modeling.

Lead CFGI’s Complex Securities Valuation practice, serving as senior advisor on sophisticated financial-instrument and equity valuation engagements. Oversee methodologies, models, teams, quality, budgets, timelines, and client delivery while advising executives, boards, auditors, and finance leaders. Build strategic client relationships, drive business development, mentor senior professionals, and contribute to practice growth, technical guidance, recruiting, and thought leadership.

Lead an engineering team delivering automated month-end close pipelines for client accounting teams. Oversee ERP integrations, SQLMesh and DuckDB transformations, journal-entry outputs, controls, reconciliations, exception handling, and approval workflows. Maintain architectural boundaries across Elixir, Python, and platform components while converting bespoke client solutions into reusable capabilities. Manage technical roadmaps, multiple client engagements, engineering standards, and team development while partnering with accounting, delivery, technology, and product stakeholders.

Lead finance transformation projects, advising CFOs on operational improvements, managing client relationships, and mentoring team members.

The Finance Transformation Manager leads finance projects, improves finance processes, enables technology, and supports change for clients' financial transformations.

Lead complex client transformation programs from strategy through execution. Orchestrate multiple workstreams, manage risks, governance, and dependencies, influence senior stakeholders, deliver integrated program plans, strengthen PMO methodologies, and support change management and business development.

Lead business and technology projects from planning through implementation, manage scope, risks, issues, dependencies, and stakeholders, produce executive-ready communications and dashboards, drive cross-functional teams to deliver measurable outcomes, and improve project delivery methods and templates.

The Manager of Tax Accounting and Compliance prepares and reviews tax provisions and compliance for clients, manages tax returns, and mentors junior team members.

As a Director in the Data & Analytics team, you will lead client engagements, manage projects, develop strategies, create proposals, and mentor team members in data-driven initiatives.

Lead and scale value creation programs for private equity clients and portfolio companies. Develop playbooks, identify EBITDA improvement opportunities, establish governance and tracking, drive accountability, produce executive dashboards and board-ready materials, support business development, and mentor junior team members.

Assist clients in navigating complex debt and equity transactions through various valuation analyses for financial reporting and tax purposes.

Support private equity value-creation and operational improvement initiatives through program governance, initiative tracking, analytics, executive reporting, dashboarding, KPI tracking, cross-functional coordination, and delivery of actionable insights and recommendations to leadership.

The Managing Director will lead CFGI's FP&A Advisory team, developing strategies, managing client relationships, and delivering financial insights and solutions. Key responsibilities include business transformation projects and stakeholder engagement.

The Finance Effectiveness Consultant will support finance transformation projects by researching, analyzing processes, developing deliverables, and collaborating with team members to create change for clients.

The M&A Tax Manager oversees tax obligations in M&A transactions, including due diligence, structuring, and post-deal integration, while communicating with clients and advising on tax-related matters.

Support state and local tax (SALT) engagements including corporate income, sales and use, indirect, and multistate tax compliance and advisory. Perform tax research, apportionment and nexus analysis, prepare client-ready memoranda and presentations, assist with audits and controversy, and help implement tax automation and process improvements while collaborating with managers, clients, and external advisors.

The Senior Manager supports the FP&A function, leading project teams in business transformation, developing finance strategies, and providing business partnering support.