Finance & Accounting Advisory - Director
Cfgi · Dallas, TX
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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. Take ownership of your career at CFGI: Gain exposure to a wide range of industries and/or projects. Make a true business impact with your clients.
- Own projects from start to finish.
- Experience client interaction and thrive in a client-facing role. Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. Enjoy the flexibility of office/remote/client site work locations (engagement specific).
- Create your own path. Enjoy what you do! 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. 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. Take ownership of your career at CFGI: Gain exposure to a wide range of industries and/or projects. Make a true business impact with your clients.
- Own projects from start to finish.
- Experience client interaction and thrive in a client-facing role. Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. Enjoy the flexibility of office/remote/client site work locations (engagement specific).
- Create your own path. Enjoy what you do! 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.