Finance & Accounting Advisory - Senior Manager

Posted Yesterday
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Austin, TX, USA
Hybrid
Senior level
Consulting • Financial Services
The Role
Leads finance and accounting advisory engagements for Fortune 500, mid-cap, and startup clients. Responsibilities include managing project teams, advising executives on complex accounting matters, SEC reporting, transaction due diligence, ASC implementation, process improvement, client delivery, mentoring staff, recruiting, and business development. The role requires extensive public accounting, advisory, consulting, or corporate finance experience, including Big 4 experience, with CPA and public-company reporting expertise preferred.
Summary Generated by Built In

Finance & Accounting Advisory – Senior Manager

 

Senior Managers will work closely with ‘C-level’ management of Fortune 500, mid-cap, and start-up companies. CFGI Senior 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:

  • 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:

  • 8–12 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 leading accounting, audit, or advisory engagements, including oversight of project execution, staffing, budgets, and client deliverables.
  • Experience developing and maintaining relationships with client executives, including Controllers, CAOs, CFOs, and other key stakeholders.
  • Experience coaching, mentoring, and developing team members while fostering collaboration and accountability across engagement teams.
  • Experience applying accounting and financial reporting expertise to solve complex business, transaction, and accounting challenges.
  • Experience contributing to business development initiatives, proposal efforts, practice development, training programs, or knowledge-sharing initiatives.

 

Nice to have:

  • CPA license.
  • Experience with SEC reporting and filings, including Forms 10-K, 10-Q, S-1, and registration statements, or public-company financial reporting environments.
  • Experience preparing technical accounting memoranda and advising on complex accounting matters, including revenue recognition, leases, business combinations, stock-based compensation, consolidations, or IPO readiness.
  • Experience supporting public company transactions, including IPOs, carve-outs, debt offerings, acquisitions, or divestitures.

 

Who thrives here:

  • Outstanding interpersonal, written, and verbal communication skills with the ability to build credibility across all levels of an organization.
  • Proactive in identifying client needs and developing long-term client relationships.
  • Highly organized with the ability to manage multiple engagements and competing priorities.
  • Effective analytical and critical thinking abilities.
  • Entrepreneurial, self-motivated, ethical, and dependable.
  • High energy with a commitment to delivering exceptional client service and developing future leaders.

 

Skills Required

  • 8-12 years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting or finance
  • At least 2 years of experience at a Big 4 firm: Deloitte, EY, KPMG, or PwC
  • Experience leading accounting, audit, or advisory engagements, including project execution, staffing, budgets, and client deliverables
  • Experience developing and maintaining relationships with client executives, including Controllers, CAOs, and CFOs
  • Experience coaching, mentoring, and developing team members
  • Experience applying accounting and financial reporting expertise to complex business, transaction, and accounting challenges
  • Experience contributing to business development, proposals, practice development, training, or knowledge-sharing initiatives
  • CPA license
  • Experience with SEC reporting and filings, including Forms 10-K, 10-Q, S-1, and registration statements
  • Experience preparing technical accounting memoranda and advising on complex accounting matters
  • Experience supporting public company transactions, including IPOs, carve-outs, debt offerings, acquisitions, or divestitures
  • Outstanding interpersonal, written, and verbal communication skills
  • Ability to manage multiple engagements and competing priorities
  • 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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