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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.

Leads finance and accounting advisory engagements for clients, including complex accounting issue resolution, transaction due diligence, SEC and regulatory reporting, technical accounting research, and process improvement. Manages project teams, reviews deliverables, mentors consultants, coordinates with auditors, builds client relationships, supports business development, and contributes to recruiting. Requires public accounting, advisory, consulting, or corporate finance experience, including at least two years at a Big Four firm.

Lead CFGI’s Complex Securities Valuation practice, serving as senior advisor on sophisticated financial-instrument and equity valuation engagements. Oversee methodologies, models, teams, quality, budgets, timelines, and client delivery while advising executives, boards, auditors, and finance leaders. Build strategic client relationships, drive business development, mentor senior professionals, and contribute to practice growth, technical guidance, recruiting, and thought leadership.

Provides operational, administrative, and coordination support across internal processes, leadership activities, reporting, meetings, events, vendors, invoices, and cross-functional initiatives. Maintains Salesforce and Power BI workflows, trackers, dashboards, documentation, and action items. Coordinates logistics, onboarding, communications, procurement, and travel while supporting process improvements and handling sensitive information with discretion.

Lead an engineering team delivering automated month-end close pipelines for client accounting teams. Oversee ERP integrations, SQLMesh and DuckDB transformations, journal-entry outputs, controls, reconciliations, exception handling, and approval workflows. Maintain architectural boundaries across Elixir, Python, and platform components while converting bespoke client solutions into reusable capabilities. Manage technical roadmaps, multiple client engagements, engineering standards, and team development while partnering with accounting, delivery, technology, and product stakeholders.

Supports buy-side and sell-side financial due diligence engagements for private equity, strategic buyers, and corporate clients. Analyzes quality of earnings, assets, working capital, debt, cash flow, operating trends, accounting issues, and transaction risks. Prepares financial analyses, workpapers, reports, and executive presentations while collaborating with clients, engagement teams, and third-party advisors. Manages multiple concurrent engagements and contributes to transaction advisory practice development.

Provides operational, administrative, and coordination support across multiple offices. Responsibilities include maintaining processes, reports, trackers, and dashboards; coordinating leadership support, meetings, events, onboarding, travel, vendors, invoices, and procurement; supporting Salesforce and Power BI activities; assisting marketing campaigns; and identifying process improvements. The role requires strong organization, communication, discretion, multitasking, and in-person collaboration in the Denver office.

Lead buy-side and sell-side financial due diligence engagements for private equity, strategic, and corporate clients. Analyze quality of earnings, assets, working capital, debt, cash flow, operating trends, risks, and transaction opportunities. Manage client relationships, engagement teams, budgets, workstreams, and timelines; review analyses and executive presentations; mentor consultants; and support proposals, recruiting, and business development.

Lead finance transformation projects, advising CFOs on operational improvements, managing client relationships, and mentoring team members.

As a Consultant in Accounting Advisory, you will analyze financial data, engage with clients, prepare operational diligence, and support accounting tasks.