The Role
Lead IT team providing mentorship and technical support, manage escalated issues, oversee onboarding, and implement strategic IT initiatives while ensuring compliance and metrics reporting.
Summary Generated by Built In
CFGI was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today’s complex accounting, reporting, compliance, and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI can fulfill a variety of client needs without the restrictions of auditor independence.
We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep technical expertise. Many of our clients are global, market-leading, publicly held companies, while others are privately held, private equity-owned, early-stage, or venture-backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and excellent professional service is rewarded. We offer a flexible career progression model that allows for a variety of very challenging opportunities throughout your career.
Overall Responsibilities:
The IT Lead Specialist will serve as a lead member of the IT team, providing technical mentorship to IT Specialists, ensuring alignment between day-to-day operations and strategic IT initiatives. This role will act as a liaison between the IT Director and the technical support team, helping to translate business needs into actionable IT solutions while maintaining high service standards. In addition, this individual will resolve and escalate IT related matters at CFGI which can include troubleshooting hardware and software related issues, maintain end user accounts and provide effective communication to all employees. The ideal candidate should be self-sufficient with the ability to help seek efficiencies and assist as needed with on-going core projects.
Specific Responsibilities:
• Lead and mentor IT Specialists, providing guidance where needed for technical resolutions.
• Lead resolution efforts for escalated technical problems and work closely with the IT Director to address complex infrastructure and support challenges.
• Coordinate and oversee onboarding/offboarding processes to ensure consistency and compliance.
• Collaborate with the IT Director to implement strategic initiatives and infrastructure improvements.
• Monitor and report on helpdesk metrics, ticket resolution times, and user satisfaction.
• Develop and maintain documentation for IT support procedures and workflows.
• Ensure compliance with security protocols and assist in risk mitigation strategies.
• Communicate with vendor relationships and assist in evaluating new technologies for adoption.
• Lead small to medium-sized IT projects and ensure timely delivery.
Technical Expertise:
• Proficient in Windows 10/11, Microsoft Azure & Entra ID, Microsoft 365.
• Experienced with business computing hardware and peripherals (e.g., HP, Dell, Lenovo).
• Knowledgeable in cloud-based file storage technologies (e.g., OneDrive, SharePoint, Google Drive).
• Familiar with Apple and Android mobile devices and applications, including email and two-factor authentication.
• Skilled in break/fix troubleshooting and resolution for hardware and software issues across multiple vendors.
• Familiar with device management for compliance and governance in a business environment. (e.g., Microsoft Intune, JAMF)
Security & Compliance:
• Up to date on malware and phishing tactics to help protect employees and company assets.
• Experience with Email Gateway systems and policies through vendors such as Mimecast & Proofpoint
• Experience with identity and access management (IAM), endpoint security, and compliance frameworks in various systems such as Microsoft Azure, Google Workspace, AWS.
Communication & Collaboration:
• Able to communicate effectively with employees via email, virtual meetings, and phone.
• Capable of translating technical concepts into business-friendly language for non-technical stakeholders.
• Strong leadership and team coordination skills, with the ability to mentor and guide junior staff.
Operational & Strategic Skills:
• Proficient in IT service management tools and methodologies (e.g., ITIL, ServiceNow, Zoho, Zendesk).
• Strong project management skills, including planning, execution, and reporting.
• Familiarity with scripting or automation tools (e.g., PowerShell, Python) is a plus.
• Effective at prioritizing multiple requests and determining appropriate escalation paths.
• Strong analytical and decision-making abilities.
• Able to work independently and manage competing priorities in a dynamic and rapidly growing environment.
Hours:
• Individuals in this position are expected to be available Monday through Friday from 8:30am—5pm,
• They may occasionally be asked to vary their schedule and/or work overtime to meet department requirements with the support of the administrative team.
Location:
• CFGI primarily operates under a work-from-home model, with the expectation that employees will work in person when required.
• Eastern Time Zone working location required in the greater Northeast or Southeast region of the US.
• Candidates may have potential travel requirements for relevant projects or company-based events.
Education/Experience Requirements:
• 5+ years of relevant IT experience, including at least 1–2 years in an entry level manager style role.
• Bachelor’s degree in Information Technology, Computer Science, or related field. Advanced certifications preferred (e.g., CompTIA Security+, Microsoft Certified: Azure Administrator, ITIL Foundation, etc.).
Top Skills
Google Drive
Itil
JAMF
Microsoft 365
Azure
Microsoft Intune
Onedrive
Powershell
Python
Servicenow
Sharepoint
Windows 10/11
Zendesk
Zoho
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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)
