Finance & Accounting Advisory - Director

Reposted 17 Days Ago
Be an Early Applicant
Dallas, TX, USA
Hybrid
Expert/Leader
Consulting • Financial Services
The Role
The Director leads project teams, interacts with clients and auditors, ensures compliance with regulations, and drives business development initiatives.
Summary Generated by Built In

Finance & Accounting Advisory – Director

 

Directors at CFGI will work closely with ‘C-level’ management of Fortune 500, mid-cap, and start-up companies. CFGI Directors lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development.

 

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. 
  • Enjoy the flexibility of office/remote/client site work locations (engagement specific).
  • Create your own path.
  • Enjoy what you do!

 

What you might expect:

  • Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.  
  • Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions and divestitures, stock offerings, debt raises).
  • Drive client deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination).
  • Serve as a subject matter expert on projects related to new ASC accounting standards.
  • Lead process improvement projects and implementation of changes.
  • Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback. 
  • Lead firm initiatives and identify areas for improvements. 
  • Play an active role in the firm’s recruiting efforts, client relationship building, and business development efforts. 

 

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 building and managing relationships with executive stakeholders, including Controllers, CAOs, CFOs, Audit Committees, Boards of Directors, and private equity sponsors.
  • Experience leading large accounting, audit, or advisory engagements, including oversight of engagement economics, staffing strategy, quality, and delivery across multiple projects or teams.
  • Experience contributing to business development efforts through proposal support, client expansion opportunities, networking, thought leadership, referral generation, and strategic account growth.
  • Experience developing leaders, mentoring managers and senior managers, and contributing to hiring, performance management, training, or organizational initiatives.
  • Experience advising clients on complex accounting, financial reporting, transaction, regulatory, or operational matters and serving as a trusted advisor 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, impairments, or consolidations.
  • Experience supporting significant transactions including IPOs, carve-outs, spin-offs, M&A transactions, debt offerings, capital raises, or private equity-backed transactions.

 

Who thrives here:

  •  Outstanding interpersonal, written, and verbal communication skills with the ability to influence stakeholders at all levels of an organization.
  • Proactive in identifying client needs and developing long-term trusted advisor relationships.
  • Highly organized with the ability to lead multiple engagements, 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, practice growth, and talent development.

Skills Required

  • Undergraduate degree in Accounting - CPA and/or MBA
  • 12 plus years of experience in public accounting and/or industry accounting
  • Outstanding interpersonal, written, and oral communication skills
  • Strong technical skills and knowledge of U.S. GAAP and SEC reporting
  • Effective analytical and critical thinking abilities
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The Company
HQ: Boston, MA
916 Employees
Year Founded: 2000

What We Do

CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include: » Technical Consulting » Interim Management » Corporate Tax » Private Equity Services » Valuation » Robotic Process Automation (RPA)

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