Finance & Accounting Advisory - Manager

Posted 2 Days Ago
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Austin, TX, USA
Hybrid
Senior level
Consulting • Financial Services
The Role
Leads finance and accounting advisory engagements for clients, including complex accounting issue resolution, transaction due diligence, SEC and regulatory reporting, technical accounting research, and process improvement. Manages project teams, reviews deliverables, mentors consultants, coordinates with auditors, builds client relationships, supports business development, and contributes to recruiting. Requires public accounting, advisory, consulting, or corporate finance experience, including at least two years at a Big Four firm.
Summary Generated by Built In

Finance & Accounting Advisory – Manager

 

Managers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers 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:

  • Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions. 
  • Review of work prepared by consultants on operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s).
  • Review of consultants’ 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). 
  • Research and documentation projects related to new ASC accounting standards.
  • Process improvement projects and implementation of changes.
  • Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant’s overall experience.
  • Participate in the firm’s recruiting efforts, client relationship building, and business development efforts.

 

What you must have:

  • 5–8 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 applying U.S. GAAP through financial statement preparation, audit engagements, month-end close, financial reporting, or technical accounting research.
  • Experience leading engagement workstreams, supervising staff, and managing project timelines and deliverables.
  • Experience reviewing work product, providing guidance to junior team members, and serving as a primary point of contact for clients.
  • Experience applying accounting and financial reporting knowledge to solve complex business and accounting challenges.

 

Nice to have:

  • CPA license or active progress toward CPA certification.
  • Experience with SEC reporting and filings, including Forms 10-K, 10-Q, and S-1, or public-company financial reporting environments.
  • Experience performing technical accounting research, preparing accounting memoranda, and/or applying guidance in complex accounting areas, including revenue recognition, leases, business combinations, or stock-based compensation.

 

Who thrives here:

  • Excellent interpersonal, written, and verbal communication skills with the ability to assimilate easily into teams.
  • Proactive in identifying client needs and building strong relationships with clients and colleagues.
  • Highly organized with the ability to manage multiple priorities and set clear expectations.
  • Effective analytical and critical thinking abilities.
  • Entrepreneurial, self-motivated, ethical, and dependable.
  • High energy with a commitment to delivering exceptional client service and driving positive outcomes.

 

 

Skills Required

  • 5–8 years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting or finance
  • At least 2 years of experience at a Big Four firm: Deloitte, EY, KPMG, or PwC
  • Experience applying U.S. GAAP through financial statement preparation, audit engagements, month-end close, financial reporting, or technical accounting research
  • Experience leading engagement workstreams, supervising staff, and managing project timelines and deliverables
  • Experience reviewing work product, guiding junior team members, and serving as a primary client contact
  • Experience applying accounting and financial reporting knowledge to solve complex business and accounting challenges
  • CPA license or active progress toward CPA certification
  • Experience with SEC reporting and filings, including Forms 10-K, 10-Q, and S-1, or public-company financial reporting
  • Experience performing technical accounting research, preparing accounting memoranda, and applying guidance in complex accounting areas
  • Excellent interpersonal, written, and verbal communication skills
  • Ability to manage multiple priorities and set clear expectations
  • Strong 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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