The Role
The Finance Effectiveness Consultant will support finance transformation projects by researching, analyzing processes, developing deliverables, and collaborating with team members to create change for clients.
Summary Generated by Built In
CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Finance Effectiveness team and seeking early-career professionals with a passion for transformation and a desire to grow.
We are seeking a motivated and detail-oriented Finance Effectiveness Consultant to support key initiatives across our finance transformation projects. This is a delivery-focused role ideal for individuals looking to gain experience in process improvement, data analysis, and finance modernization. Consultants will work closely with Managers and Senior Managers to execute project tasks and contribute to meaningful change for our clients.
Key Responsibilities:
· Support project delivery by performing research, gathering data, and analyzing current-state processes.
· Develop client-ready deliverables such as process maps, assessment summaries, and presentation materials.
· Assist in interviews and workshops with client stakeholders to gather inputs and identify opportunities.
· Help document future-state designs, business requirements, and action plans for implementation.
· Collaborate with internal teams to ensure consistent and high-quality execution.
· Participate in knowledge-sharing and professional development within the Finance Effectiveness team.
What We’re Looking For:
· Three plus years of experience in consulting, finance, or related fields (internships or analyst roles considered).
· Foundational knowledge of finance operations, systems, or process improvement.
· Strong analytical and communication skills.
· Eagerness to learn, attention to detail, and ability to thrive in a team-oriented environment.
· Bachelor’s degree required; business, finance, or accounting background 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)
