Undergraduate degree in Accounting; CPA and/or MBA may substitute for degree.
5-7 years of accounting experience, including 2+ years at a Big 4 firm.
Strong interpersonal, written, and oral communication skills.
Proficient in U.S. GAAP and SEC reporting standards.
Proactive in identifying client needs with strong relationship-building skills.
Well-organized with effective engagement management capabilities.
Healthy mix of analytical, critical thinking, and entrepreneurial spirit.
Responsibilities
Lead project teams and collaborate with client senior management on complex accounting issues.
Review operational due diligence work on transactions, including acquisitions and IPOs.
Oversee consultants' deliverables for financial and regulatory information compliance.
Perform research on new ASC accounting standards and document findings.
Drive process improvement initiatives and implement necessary changes.
Mentor consultants by providing guidance and fostering creative solutions.
Engage in business development and participate in recruiting efforts.
Benefits
Opportunity to work with Fortune 500 and start-up companies.
Engagement in solving complex accounting challenges.
Mentorship and leadership roles to guide team members.
Contributions to business development and client relationships.
Dynamic work environment that encourages growth and innovation.
Full Job Description
Finance & Accounting Advisory - Manager
Managers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers 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:
Integration with client's senior management to solve complex accounting issues and for preparation of proposed resolutions.
Review of work prepared by consultants on operational due diligence for complex transactions (i.e. - acquisitions and divestitures, stock offerings, debt raises, IPO's).
Review of consultants' 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).
Research and documentation projects related to new ASC accounting standards.
Process improvement projects and implementation of changes.
Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant's overall experience.
Participate in the firm's recruiting efforts, client relationship building, and business development efforts.
What you must have:
5-8 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 applying U.S. GAAP through financial statement preparation, audit engagements, month-end close, financial reporting, or technical accounting research.
Experience leading engagement workstreams, supervising staff, and managing project timelines and deliverables.
Experience reviewing work product, providing guidance to junior team members, and serving as a primary point of contact for clients.
Experience applying accounting and financial reporting knowledge to solve complex business and accounting challenges.
Nice to have:
CPA license or active progress toward CPA certification.
Experience with SEC reporting and filings, including Forms 10-K, 10-Q, and S-1, or public-company financial reporting environments.
Experience performing technical accounting research, preparing accounting memoranda, and/or applying guidance in complex accounting areas, including revenue recognition, leases, business combinations, or stock-based compensation.
Who thrives here:
Excellent interpersonal, written, and verbal communication skills with the ability to assimilate easily into teams.
Proactive in identifying client needs and building strong relationships with clients and colleagues.
Highly organized with the ability to manage multiple priorities and set clear expectations.
Effective analytical and critical thinking abilities.
Entrepreneurial, self-motivated, ethical, and dependable.
High energy with a commitment to delivering exceptional client service and driving positive outcomes.