Delivery - Consultant

Job Description

Automated Finance: Delivery – Consultant

CFGI’s Automated Finance practice delivers finance and accounting solutions by managing ongoing operations below the CFO level. We partner with clients to execute critical day-to-day accounting processes, maintain accurate financial data, support recurring close activities, and improve the efficiency and consistency of finance operations through standardized processes, technology, and automation.

We are seeking a hands-on Consultant to support the day-to-day delivery of Automated Finance engagements. This role is primarily focused on executing recurring accounting and finance processes, including invoice and accounts payable processing, transaction entry, account maintenance, reconciliations, journal entries, close support, and other operational accounting activities. Consultants work closely with CFGI Managers, Senior Managers, and client teams to ensure accounting activities are completed accurately and on time while supporting efficient, scalable finance operations.

Roles & Responsibilities

\n
\n
• Perform recurring finance and accounting activities, including invoice entry, invoice coding, accounts payable processing, transaction entry, and maintenance of accounting records.
\n
\n
• Support procure-to-pay processes, including invoice processing, vendor-related activities, payment support, and resolution of routine transaction issues.
\n
\n
• Perform data entry and maintain accurate financial and operational information within client accounting systems and related schedules.
\n
\n
• Prepare account reconciliations and investigate routine differences or outstanding items.
\n
\n
• Prepare and post journal entries and other recurring accounting transactions as assigned.
\n
\n
• Support month-end and year-end close activities through reconciliations, transaction processing, supporting schedules, and other defined accounting tasks.
\n
\n
• Assist with accounts receivable, cash application, order-to-cash, record-to-report, or other recurring accounting processes based on client needs.
\n
\n
• Prepare routine financial and operational reports, supporting schedules, and client deliverables.
\n
\n
• Follow established client procedures, accounting policies, internal controls, and documentation requirements.
\n
\n
• Identify recurring process issues, exceptions, or opportunities to improve the accuracy and efficiency of accounting operations.
\n
\n
• Support the standardization and automation of repetitive finance and accounting activities.
\n
\n
• Collaborate with CFGI team members and client stakeholders to resolve transaction-processing and accounting issues and support accurate, timely service delivery.
\n
\n
• Participate in knowledge sharing, training, and other Automated Finance practice initiatives.
\n
\n

What you must have

\n
\n
• 2–6 years of experience performing recurring accounting or finance operations within corporate accounting, outsourced accounting, Automated Finance, shared services, public accounting/audit, or a comparable accounting environment.
\n
\n

What sets you apart

\n
\n
• Bachelor’s degree in Accounting.
\n
\n
• Hands-on experience performing accounts payable, invoice processing, transaction entry, account reconciliations, journal entries, general ledger accounting, or other recurring accounting activities.
\n
\n
• Experience supporting month-end and year-end close activities through multiple recurring accounting cycles.
\n
\n
• Experience supporting procure-to-pay, order-to-cash, record-to-report, or related finance processes.
\n
\n
• Experience working within established accounting procedures, internal controls, or recurring service-delivery processes.
\n
\n
• Experience in corporate accounting, outsourced accounting, Automated Finance, shared services, or public accounting/audit where responsibilities included direct accounting execution rather than solely systems implementation or finance transformation.
\n
\n
• Experience maintaining ownership of recurring accounting processes over time and taking on increasing responsibility.
\n
\n
• Experience identifying or implementing improvements to recurring accounting or finance processes.
\n
\n
• Experience working directly with internal business teams, clients, vendors, or other stakeholders to resolve accounting or transaction-processing issues.
\n
\n

Nice to have

\n
\n
• CPA license or active progress toward CPA certification.
\n
\n
• Experience with ERP, accounting, workflow, reporting, automation, or related finance technologies.
\n
\n
• Exposure to U.S. GAAP financial reporting or public accounting.
\n
\n
• Experience supporting the transition or standardization of accounting activities into an outsourced or technology-enabled delivery environment.
\n
\n

Who thrives here

\n
\n
• Detail-oriented and committed to processing financial information accurately and consistently.
\n
\n
• Organized and comfortable managing recurring tasks, deadlines, and transaction volumes.
\n
\n
• Dependable and accountable for completing assigned work accurately and on time.
\n
\n
• Comfortable working within defined processes while identifying practical opportunities to improve them.
\n
\n
• Interested in developing deep knowledge of client accounting processes and taking increasing ownership as responsibilities grow.
\n
\n
• Values continuity of client service, long-term professional development, and building expertise over time.
\n
\n
• Clear and professional communicator who works effectively with team members, clients, and other stakeholders.
\n
\n
• Adaptable and willing to support different accounting processes as client needs evolve.
\n
\n
• Service-oriented and committed to delivering reliable, high-quality work.
\n
\n

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.