Finance & Accounting Advisory - Managing Director

Finance & Accounting Advisory – Managing Director

 

Managing Directors at CFGI work closely with C-level executives at Fortune 500, mid-cap, and start-up companies. As a Managing Director, you will take ownership of strategic client relationships, lead complex engagements, drive business development, and play a critical role in the firm's growth and long-term success.

 

Take ownership of your career at CFGI:

• Lead high-impact engagements across a wide range of industries and complex accounting topics.
• Serve as a trusted advisor to executive leadership on technical accounting, financial reporting, transactions, and strategic business initiatives.
• Build and expand long-term client relationships while growing CFGI's market presence.
• Drive firm initiatives, contribute to thought leadership, and develop the next generation of leaders.
• Enjoy the flexibility of office, remote, and client-site work locations (engagement specific).
• Create your own path.
• Enjoy what you do!

 

What you might expect:

• Serve as a subject matter expert advising executive leadership on complex accounting, financial reporting, IPO, M&A, carve-out, divestiture, capital markets, and other strategic transactions.
• Lead and oversee all aspects of client engagements, including engagement strategy, staffing, execution, quality, economics, and client satisfaction.
• Guide clients through SEC reporting and regulatory compliance, including Forms 10-K, 10-Q, S-1, S-4, registration statements, and technical accounting matters.
• Drive business development through new client acquisition, expansion of existing client relationships, proposal leadership, networking, and market development initiatives.
• Contribute to practice growth through methodology development, thought leadership, internal training, and continuous improvement initiatives.
• Mentor and develop professionals across all levels while fostering a culture of collaboration, accountability, and excellence.

 

What you must have:

• 12+ years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting/finance.
• Minimum of 2 years of experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC).

 

What sets you apart:

• Experience serving as a trusted advisor to executive stakeholders, including CFOs, CAOs, Controllers, Audit Committees, Boards of Directors, private equity sponsors, founders, and investors.
• Experience leading significant client portfolios, business units, industry verticals, or service lines, including responsibility for engagement quality, client satisfaction, revenue growth, and strategic planning.
• Demonstrated success originating new business, expanding existing client relationships, developing referral networks, and contributing to practice growth through thought leadership, networking, speaking engagements, or market development.
• Experience developing senior leaders, building high-performing teams, and contributing to recruiting, succession planning, performance management, and organizational growth initiatives.
• Experience advising clients on complex accounting, financial reporting, transaction, regulatory, operational, or finance transformation matters while serving as an executive-level problem solver during significant business events.

 

Nice to have:

• CPA license.
• Experience with SEC reporting, IPO readiness, registration statements, or public-company financial reporting environments.
• Experience preparing or reviewing technical accounting memoranda and advising on complex accounting matters, including revenue recognition, leases, business combinations, stock-based compensation, debt/equity transactions, consolidations, or impairments.
• Experience supporting significant transactions including IPOs, deSPAC transactions, carve-outs, spin-offs, M&A transactions, capital raises, debt offerings, or private equity-backed transactions.

 

Who thrives here:

• Outstanding interpersonal, written, and verbal communication skills with the ability to influence executive stakeholders and drive strategic decisions.
• Proactive in identifying client needs and developing long-term trusted advisor relationships.
• Highly organized with the ability to lead large client portfolios, multiple teams, and competing priorities.
• Effective analytical and critical thinking abilities.
• Entrepreneurial, self-motivated, ethical, and dependable.
• High energy with a commitment to exceptional client service, talent development, and business growth.