CFGI Logo

CFGI

Capital Markets - Director

Posted 5 Days Ago
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in United States
Senior level
Remote or Hybrid
Hiring Remotely in United States
Senior level
As a Capital Markets Director, you'll lead IPO readiness and debt offerings, mentor junior staff, and provide technical accounting guidance while ensuring high-quality project deliverables.
The summary above was generated by AI
Capital Markets - Director
Join CFGI’s Capital Markets practice and lead transformative transactions that shape the future of our clients. As a Director, you’ll drive help drive our client’s approach to IPO readiness, debt offerings, and other high-impact transactions—managing multiple workstreams with precision and delivering results that matter. We’re looking for passionate, hungry team players who thrive in fast-paced environments, bring deep technical expertise, and inspire those around them. You’ll mentor and develop talented professionals, foster collaboration, and help build a culture where excellence and teamwork are the standard. If you want to make a measurable difference for clients and your team, this is where you can do it. 
 
Take ownership of your career at CFGI:
·       Gain exposure to a wide range of industries and/or projects.
·       Make a true business impact with your clients.
·       Own projects from start to finish. 
·       Experience client interaction and thrive in a client-facing role.
·       Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. 
·       Create your own path.
·       Enjoy what you do!
 
What you might expect:
·       Advise private and public companies on IPO readiness, debt offerings, and other liquidity events.
·       Lead delivery of IPO readiness projects, including organizational maturity assessments, SEC registration statement drafting, and financial statement preparation.
·       Coordinate engagement delivery across multiple workstreams, including technical accounting, SEC reporting, internal controls, and finance transformation.
·       Provide technical accounting guidance for transaction-related events, including acquisitions, divestitures, debt offerings, and IPOs.
·       Draft technical accounting and policy whitepapers and memos.
·       Serve as a subject matter expert in SEC reporting and pro forma financial reporting.
·       Mentor and lead junior team members, fostering their professional growth through feedback and coaching.
·       Maintain responsibility for quality project deliverables, meeting communicated timelines, and proactively addressing conflicts or issues.
·       Play an active role in the firm’s recruiting, client relationship building, and business development efforts.
 
Who you are:
·       Bachelor’s Degree in Accounting.
·       CPA license (or equivalent).
·       At least five years of experience in public accounting, capital markets advisory, or related roles.
·       Prior experience leading accounting and finance advisory projects across multiple workstreams (e.g., technical accounting, SEC reporting, internal controls/SOX, capital markets, finance transformation).
·       Strong technical skills with deep knowledge of U.S. GAAP and/or IFRS.
·       Experience with SEC reporting, IPOs, debt offerings, and private placements.
·       Exceptional communication and interpersonal skills, with the ability to lead difficult conversations with clients, team members, and other stakeholders.
·       Proven leadership and mentorship capabilities in a professional services environment.
·       Professional financial statement and report writing experience.
·       Highly organized, self-motivated, and proactive in identifying client needs and driving solutions.

Top Skills

Ifrs
Sec Reporting
U.S. Gaap

Similar Jobs

6 Days Ago
In-Office or Remote
2 Locations
Mid level
Mid level
Fintech • Financial Services
The Treasury Manager will oversee daily treasury operations, manage structured financing, ensure effective cash and liquidity management, and collaborate on financial operations across departments.
Top Skills: ExcelSQL
6 Days Ago
In-Office or Remote
New York, NY, USA
178K-222K Annually
Senior level
178K-222K Annually
Senior level
Fintech
Lead and expand institutional sales at Prosper, developing sales strategies, managing cycles, and collaborating across teams to drive capital markets transactions and revenue growth.
Top Skills: Ai ToolsExcelPowerPointSQL
6 Days Ago
Remote
US
145K-195K
Senior level
145K-195K
Senior level
Greentech • Financial Services
The Director manages the TPO vertical in Capital Markets, overseeing project finance strategies, managing team members, relationships with investors, and financing processes.
Top Skills: ExcelPowerPointPythonSQL

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account