Financial Due Diligence - Managing Director

Chicago, IL / Boston, MA / Los Angeles, CA / San Diego, CA / San Francisco, CATransaction Advisory Services /Full Time /Hybrid Transaction Advisory Services:
Financial Due Diligence – Managing DirectorCFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, financial reporting, transactions, regulatory compliance, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence.

We are actively expanding our Transaction Advisory Services (TAS) practice and seeking experienced leaders to drive strategic growth while advising private equity firms, strategic buyers, and corporate clients on complex transaction advisory engagements.

We are seeking a Managing Director to help lead and expand our Financial Due Diligence practice. Managing Directors take ownership of strategic client relationships, lead the most complex buy-side and sell-side financial due diligence engagements, originate new business, develop senior professionals, and help shape the continued growth and market position ofCFGI’s Transaction Advisory Services practice.

What you might expect:

Serve as the executive engagement leader and senior advisor for complex buy-side and sell-side financial due diligence engagements for private equity firms, strategic buyers, lenders, and corporate clients.

Advise CFOs, private equity sponsors, corporate development teams, investment professionals, and executive leadership on transaction-related financial risks, valuation considerations, quality of earnings, working capital, debt and debt-like items, and deal execution.

Lead a portfolio of client relationships and multidisciplinary engagement teams delivering financial due diligence, transaction advisory, carve-out, and transaction support services.

Provide senior technical oversight on U.S. GAAP, transaction accounting issues, financial reporting considerations, and complex deal structures, including reviewing and challenging significant analyses and conclusions.

Oversee engagement strategy, scoping, quality assurance, staffing, project economics, risk management, and client satisfaction across the client portfolio.

Originate new business and expand existing client relationships through strategic account management, referral networks, proposal leadership, networking, thought leadership, and market development.

Partner with leaders across CFGI’s practice areas to identify cross-selling opportunities and deliver integrated solutions throughout the transaction lifecycle.

Coordinate directly with client executives, investment bankers, legal counsel, lenders, auditors, and third-party advisors on significant transaction matters.

Help shape practice strategy, market priorities, service offerings, and scalable delivery models that strengthen engagement quality, efficiency, and growth.

Recruit, mentor, and develop Directors, Senior Managers, Managers, and Consultants while strengthening the practice’s technical capabilities, leadership pipeline, and succession planning.

Contribute to methodology development, financial analysis tools, automation initiatives, internal training, and thought leadership that advance CFGI’s Transaction Advisory Services capabilities.

What you must have:12+ years of professional experience in public accounting, transaction advisory, consulting, corporate finance, accounting, or a related finance environment.

Prior financial due diligence experience, including meaningful experience leading financial due diligence engagements and evaluating transaction-related financial matters.

What…