The Role
The Managing Director will lead client engagements in finance and accounting, advising on complex transactions, regulatory reporting, and mentoring teams, while driving business development strategies for growth.
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 (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
- 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
- Experience generating new business and expanding client relationships
- Active participation in industry networks, business development, and thought leadership initiatives
- Committed to developing the next generation of accounting leaders
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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)
