Managing Director - Finance & Accounting Advisory
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.
