Finance & Accounting Advisory - Managing Director

Job Description

Job Description

Finance & Accounting Advisory – Managing Director

 

Managing Directors at CFGI work closely with C-level executives at Fortune 500, mid-cap, and start-up companies. As a Managing Director, you will take ownership of strategic client relationships, lead complex engagements, drive business development, and play a critical role in the firm's growth and long-term success.

 

Take ownership of your career at CFGI:

• Lead high-impact engagements across a wide range of industries and complex accounting topics.
• Serve as a trusted advisor to executive leadership on technical accounting, financial reporting, transactions, and strategic business initiatives.
• Build and expand long-term client relationships while growing CFGI's market presence.
• Drive firm initiatives, contribute to thought leadership, and develop the next generation of leaders.
• Enjoy the flexibility of office, remote, and client-site work locations (engagement specific).
• Create your own path.
• Enjoy what you do!

 

What you might expect:

• Serve as a subject matter expert advising executive leadership on complex accounting, financial reporting, IPO, M&A, carve-out, divestiture, capital markets, and other strategic transactions.
• Lead and oversee all aspects of client engagements, including engagement strategy, staffing, execution, quality, economics, and client satisfaction.
• Guide clients through SEC reporting and regulatory compliance, including Forms 10-K, 10-Q, S-1, S-4, registration statements, and technical accounting matters.
• Drive business development through new client acquisition, expansion of existing client relationships, proposal leadership, networking, and market development initiatives.
• Contribute to practice growth through methodology development, thought leadership, internal training, and continuous improvement initiatives.
• Mentor and develop professionals across all levels while fostering a culture of collaboration, accountability, and excellence.

 

What you must have:

• 14+ 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 serving as a trusted advisor to executive stakeholders, including CFOs, CAOs, Controllers, Audit Committees, Boards of Directors, private equity sponsors, founders, and investors.
• Experience leading significant client portfolios, business units, industry verticals, or service lines, including responsibility for engagement quality, client satisfaction, revenue growth, and strategic planning.
• Demonstrated success originating new business, expanding existing client relationships, developing referral networks, and contributing to practice growth through thought leadership, networking, speaking engagements, or market development.
• Experience developing senior leaders, building high-performing teams, and contributing to recruiting, succession planning, performance management, and organizational growth initiatives.
• Experience advising clients on complex accounting, financial reporting, transaction, regulatory, operational, or finance transformation matters while serving as an executive-level problem solver 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, consolidations, or impairments.
• Experience supporting significant transactions including IPOs, deSPAC transactions, carve-outs, spin-offs, M&A transactions, capital raises, debt offerings, or private equity-backed transactions.

 

Who thrives here:

• Outstanding interpersonal, written, and verbal communication skills with the ability to influence executive stakeholders and drive strategic decisions.
• Proactive in identifying client needs and developing long-term trusted advisor relationships.
• Highly organized with the ability to lead large client portfolios, multiple 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, talent development, and business growth.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.