Finance & Accounting Advisory - Director

CFGI

$150K — $200K *
Legal & Accounting
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 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).
  • Experience building and managing executive stakeholder relationships.
  • Proven record of leading large accounting or advisory engagements.
  • Experience in business development and client relationship growth.

Responsibilities

  • Lead project teams, interacting directly with C-level executives and Big 4 auditors.
  • Own client delivery on operational due diligence for complex transactions.
  • Drive client deliverables in compliance with SEC regulatory requirements.
  • Serve as a subject matter expert on new ASC accounting standards.
  • Mentor and guide managers, fostering professional growth.
  • Lead firm initiatives and identify areas for operational improvements.
  • Engage actively in recruiting and business development efforts.

Benefits

  • Mentoring and professional development opportunities.
  • Exposure to high-level executive interactions.
  • Participation in strategic firm initiatives.
  • Possibility to lead and innovate within a dynamic organization.
  • Opportunity to work on a variety of complex transactions.
Full Job Description
Finance & Accounting Advisory - Director

Directors at CFGI will work closely with 'C-level' management of Fortune 500, mid-cap, and start-up companies. CFGI Directors 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.

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:
  • 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 building and managing relationships with executive stakeholders, including Controllers, CAOs, CFOs, Audit Committees, Boards of Directors, and private equity sponsors.
  • Experience leading large accounting, audit, or advisory engagements, including oversight of engagement economics, staffing strategy, quality, and delivery across multiple projects or teams.
  • Experience contributing to business development efforts through proposal support, client expansion opportunities, networking, thought leadership, referral generation, and strategic account growth.
  • Experience developing leaders, mentoring managers and senior managers, and contributing to hiring, performance management, training, or organizational initiatives.
  • Experience advising clients on complex accounting, financial reporting, transaction, regulatory, or operational matters and serving as a trusted advisor during significant business events.


Nice to have:
  • CPA license.
  • Experience with SEC reporting, IPO readiness, registration statements, or public-company financial reporting environments.
  • Experience preparing or reviewing technical accounting memoranda and advising on complex accounting matters including revenue recognition, leases, business combinations, stock-based compensation, debt/equity transactions, impairments, or consolidations.
  • Experience supporting significant transactions including IPOs, carve-outs, spin-offs, M&A transactions, debt offerings, capital raises, or private equity-backed transactions.


Who thrives here:
  • Outstanding interpersonal, written, and verbal communication skills with the ability to influence stakeholders at all levels of an organization.
  • Proactive in identifying client needs and developing long-term trusted advisor relationships.
  • Highly organized with the ability to lead multiple engagements, teams, and competing priorities
  • Effective analytical and critical thinking abilities.
  • Entrepreneurial, self-motivated, ethical, and dependable.
  • High energy with a commitment to exceptional client service, practice growth, and talent development.


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