The Role
Lead and own client relationships advising on complex accounting, transactions (IPOs, M&A), and SEC/GAAP financial reporting. Drive engagements from scoping to delivery, mentor teams, and generate business through thought leadership and industry relationships.
Summary Generated by Built In
Managing Director – Finance & Accounting Advisory
At CFGI, Managing Directors serve as key leaders in our organization, working closely with C-level executives at Fortune 500, mid-cap, and start-up companies. As a Managing Director, you will take ownership of client relationships, drive engagement success, and play a pivotal role in the firm’s business development and growth strategies.
Take ownership of your career at CFGI:
· Lead high-impact engagements across various industries and complex accounting topics.
· Act as a strategic advisor to clients, providing expertise in technical accounting, transaction support, and regulatory reporting.
· Build and manage long-term client relationships and expand CFGI’s market presence.
· Drive firm initiatives, contribute to thought leadership, and mentor high-performing teams.
What you might expect:
· Strategic Client Leadership: Serve as a subject matter expert in multiple accounting areas, advising clients on complex financial transactions, including IPOs, M&A, divestitures, and capital markets activities.
· Engagement Ownership: Lead and oversee all aspects of client engagements, from scoping to execution, ensuring timely and high-quality deliverables.
· Regulatory & Financial Reporting Expertise: Guide clients in preparing financial statements and regulatory filings (e.g., 10-Ks, 10-Qs, S-1s, and S-4s) in compliance with SEC and GAAP requirements.
· Firm Growth & Business Development: Drive business development initiatives by identifying new client opportunities, maintaining strong industry relationships, and actively participating in firm-wide growth strategies.
· Operational & Technical Excellence: Develop and enhance the firm’s training programs, providing guidance on new accounting standards and best practices.
· People & Culture Leadership: Mentor and develop professionals at all levels, fostering a culture of integrity, collaboration, and professional growth.
Who you are:
Education & Experience:
· Bachelor's Degree in Accounting, Finance, Business Administration, or Commerce (Master’s preferred).
· 14+ years of experience in accounting, finance, or consulting, including tenure at a Big 4 accounting firm.
· Deep expertise in U.S. GAAP, SEC reporting, and financial transactions.
Leadership & Client Engagement:
· Proven ability to own and drive client relationships at the executive level.
· Strong ability to solve complex accounting issues and communicate solutions clearly.
· Track record of leading large-scale engagements and managing high-performing teams.
Entrepreneurial & Business Development Focus:
· Experience generating new business and expanding client relationships.
· Active participation in industry networks, business development, and thought leadership initiatives.
Culture & Mentorship:
· Committed to developing the next generation of accounting leaders.
· Demonstrates high ethical standards and a passion for excellence.
Skills Required
- Bachelor's degree in Accounting, Finance, Business Administration, or Commerce
- 14+ years of experience in accounting, finance, or consulting (including Big 4 tenure)
- Deep expertise in U.S. GAAP and SEC reporting
- Experience advising on complex financial transactions (IPOs, M&A, divestitures, capital markets)
- Proven ability to own and drive client relationships at the executive/C-level
- Track record leading large-scale engagements and managing high-performing teams
- Experience generating new business and expanding client relationships (business development)
- Strong problem-solving and clear communication skills for complex accounting issues
- Commitment to mentoring and developing accounting professionals (people leadership)
- Master's degree (preferred)
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The Company
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)
