Finance & Accounting Advisory - Managing Director

Managing Director - Finance & Accounting Advisory

At CFGI, Managing Directors serve as key leaders in our organization, working closely with C-level executives at Fortune 500, mid-cap, and start-up companies. As a Managing Director, you will take ownership of client relationships, drive engagement success, and play a pivotal role in the firm’s business development and growth strategies.

• Lead high-impact engagements across various industries and complex accounting topics.
• Act as a strategic advisor to clients, providing expertise in technical accounting, transaction support, and regulatory reporting.
• Build and manage long-term client relationships and expand CFGI’s market presence.
• Drive firm initiatives, contribute to thought leadership, and mentor high-performing teams.

• Strategic Client Leadership: Serve as a subject matter expert in multiple accounting areas, advising clients on complex financial transactions, including IPOs, M&A, divestitures, and capital markets activities.
• Engagement Ownership: Lead and oversee all aspects of client engagements, from scoping to execution, ensuring timely and high-quality deliverables.
• Regulatory & Financial Reporting Expertise: Guide clients in preparing financial statements and regulatory filings (e.g., 10-Ks, 10-Qs, S-1s, and S-4s) in compliance with SEC and GAAP requirements.
• Firm Growth & Business Development: Drive business development initiatives by identifying new client opportunities, maintaining strong industry relationships, and actively participating in firm-wide growth strategies.
• Operational & Technical Excellence: Develop and enhance the firm’s training programs, providing guidance on new accounting standards and best practices.
• People & Culture Leadership: Mentor and develop professionals at all levels, fostering a culture of integrity, collaboration, and professional growth.

• Bachelor's Degree in Accounting, Finance, Business Administration, or Commerce (Master’s preferred).
• 14+ years of experience in accounting, finance, or consulting, including tenure at a Big 4 accounting firm.
• Deep expertise in U.S. GAAP, SEC reporting, and financial transactions.

• Proven ability to own and drive client relationships at the executive level.
• Strong ability to solve complex accounting issues and communicate solutions clearly.
• Track record of leading large-scale engagements and managing high-performing teams.
• Experience generating new business and expanding client relationships.
• Active participation in industry networks, business development, and thought leadership initiatives.
• Committed to developing the next generation of accounting leaders.
• Demonstrates high ethical standards and a passion for excellence.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. 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.