Finance & Accounting Advisory - Senior Manager

Finance & Accounting Advisory – Senior Manager

Senior Managers will work closely with ‘C-level’ management of Fortune 500, mid-cap, and start-up companies. CFGI Senior Managers 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.

• 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!

• 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.

• 8–12 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).

• Experience leading accounting, audit, or advisory engagements, including oversight of project execution, staffing, budgets, and client deliverables.
• Experience developing and maintaining relationships with client executives, including Controllers, CAOs, CFOs, and other key stakeholders.
• Experience coaching, mentoring, and developing team members while fostering collaboration and accountability across engagement teams.
• Experience applying accounting and financial reporting expertise to solve complex business, transaction, and accounting challenges.
• Experience contributing to business development initiatives, proposal efforts, practice development, training programs, or knowledge-sharing initiatives.

• CPA license.
• Experience with SEC reporting and filings, including Forms 10-K, 10-Q, S-1, and registration statements, or public-company financial reporting environments.
• Experience preparing technical accounting memoranda and advising on complex accounting matters, including revenue recognition, leases, business combinations, stock-based compensation, consolidations, or IPO readiness.
• Experience supporting public company transactions, including IPOs, carve-outs, debt offerings, acquisitions, or divestitures.

• Outstanding interpersonal, written, and verbal communication skills with the ability to build credibility across all levels of an organization.
• Proactive in identifying client needs and developing long-term client relationships.
• Highly organized with the ability to manage multiple engagements and competing priorities.
• Effective analytical and critical thinking abilities.
• Entrepreneurial, self-motivated, ethical, and dependable.
• High energy with a commitment to delivering exceptional client service and developing future leaders.