Teams at CG Financial Services

Leads the organization’s full accounting function, including payroll, payables, receivables, general ledger, reporting, budgeting, forecasting, controls, compliance, and audits. Presents financial insights to executive leadership, manages and develops the finance team, partners across the business on strategic planning, and optimizes NetSuite and accounting technology to improve efficiency and reporting.

Lead data lake and CRM migration projects from initiation through completion. Define scope, plans, timelines, resources, and deliverables; coordinate internal teams, vendors, and stakeholders; manage risks, quality, budgets, and schedules; communicate status; maintain documentation; and conduct post-project reviews. The role requires technical project management experience, particularly with data migration, mapping, testing, reconciliation, system implementations, upgrades, and integrations.

Support growth for a wealth management firm through educational seminars, prospect engagement, CRM and pipeline management, lead qualification, follow-up coordination, and advisor sales support. The role tracks event and conversion metrics, improves sales workflows, creates marketing materials, and collaborates with marketing, advisors, and leadership to enhance prospect experience and business development efficiency.