---
title: 'AI Solutions Architecture - Managing Director at CFGI'
canonical: 'https://feeny.ai/job/ai-solutions-architecture-managing-director-cfgi-united-states-kd18evkr65r8'
type: 'job'
last_seen: '2026-10-14'
---

# AI Solutions Architecture - Managing Director at CFGI

- **Company:** CFGI
- **Location:** United States
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-10
- **Last confirmed live:** 2026-10-14
- **Apply:** https://jobs.lever.co/cfgi/9e5965b2-f453-474b-8d95-72dc63453093

## Job description

Managing Director, AI Solutions Architecture

MANAGING DIRECTOR · DELIVERY POD LEAD · FOUNDING TEAM Practice: AI Services · Reports to: Head of AI Services · Location: Flexible across CFGI offices; travel as required

## ABOUT CFGI AND AI SERVICES

CFGI is a leading advisory firm serving the Office of the CFO, with approximately 1,400 professionals across more than 30 offices in North America and Europe. CFGI is independent of audit and vendor relationships, advising CFOs, boards, and private equity sponsors without conflict. AI Services is CFGI's newest practice: a horizontal capability that helps clients assess AI and data readiness, stand up governance, and operationalize AI across the finance function and the enterprise. This is a founding-team seat with direct influence over how the practice is built.

## THE ROLE

You are the practice's senior technical authority and a player-coach. You serve as lead technical assessor inside every diagnostic, convert findings into buildable and commercially scoped roadmaps, and personally ship the first client builds while hiring the engineering team behind you. You are equally credible whiteboarding with a CIO and shipping production code the same afternoon.

## WHAT YOU WILL DO

Serve as lead technical assessor on readiness diagnostics: data, architecture, tooling, and security scans. Translate diagnostic findings into buildable roadmaps and scoped, priced statements of work. Personally design and ship early client builds: agents, workflow automation, and data products. Define the practice's technical delivery method: agentic design patterns, evaluation, security, and deployment standards. Own the practice's platform depth across Claude Enterprise, Claude Code, Cowork, MCP integration, and adjacent tooling. Build and lead the Delivery Pod: hire and coach AI and data engineers; quality-assure every build. Act as technical authority in pursuits; defend architectures and estimates with client technology leadership.

## WHAT YOU MUST HAVE

12+ years across solutions architecture, engineering leadership, or applied AI, including 3+ years client-facing or pre-sales. Have taken large language model or agentic systems to production at enterprise scale, beyond proofs of concept.

## WHAT SETS YOU APART

Deep hands-on capability: Python and TypeScript; orchestration and loop design; subagent patterns; evaluation harnesses; memory architectures including graph-based memory. Enterprise architecture and security fluency: identity, data protection, deployment models, integration patterns. Commercial scoping and estimation discipline; comfortable owning margin on technical work. Consulting or professional services delivery background. Experience in regulated industries or private equity portfolio environments.

## NICE TO HAVE

Visible technical eminence: open-source contribution, technical writing, or conference speaking.

## HOW SUCCESS IS MEASURED, FIRST TWELVE MONTHS

Technical findings sections rated credible by client CIO and data leadership. Roadmap-to-signed-build conversion on assessed accounts. First client builds shipped to production quality with documented standards. Delivery Pod hired and delivering against the defined technical method.

## About CFGI

## Company Overview
- **One-liner**: CFGI is an independent accounting, tax, and advisory firm that supports CFOs by providing former Big Four professionals to execute critical finance initiatives without auditor independence constraints.
- **Entity Type**: Private (backed by The Carlyle Group and CVC Capital Partners)
- **Headquarters**: Boston, Massachusetts, United States
- **Founded**: 2001 (some sources cite 2000)
- **Founders**: Nick Nardone and Shane Caiazzo

## Core Business
- **Primary industry/industries**: Accounting Advisory, Tax, Capital Markets, Risk Advisory, Cybersecurity, ESG, Financial Transformation
- **Target customers**: CFOs and finance teams at public and private companies, private equity sponsors, and portfolio companies (B2B, Enterprise)
- **Mission or purpose statement**: To serve as a full-service resource equipped to efficiently address clients' most crucial accounting, reporting, tax, and compliance challenges, functioning as an extension of the internal team.

## Products & Services
- **Value Creation Execution Office**: Program management, financial value reconciliation, VCP governance, EBITDA bridge modeling, and board reporting for private equity-backed companies.
- **Financial Transformation & Technology**: FP&A design, ERP/EPM implementation, close optimization, finance automation, and post-merger integration.
- **Transactions & Catalyst Events**: IPO readiness, carve-outs, spin-offs, quality of earnings, working capital analysis, sell-side readiness, and purchase accounting.
- **Accounting, Reporting & Compliance**: Technical accounting, audit readiness, tax provisions, SOX compliance, treasury, cybersecurity/vCISO, and ESG reporting.
- **Interim & Managed Services (AI Native)**: AI-native finance managed services powered by PRISM (Close, FP&A, Tax, P2P), interim CFO/CAO/Controller roles, and embedded team scaling.

## Market Standing
- **Valuation**: Not disclosed (acquired by CVC Capital Partners in 2021 for an estimated USD 1.85 billion per LinkedIn)
- **Key Metric**: Annual revenue estimated at $215M (LinkedIn), with 3,000+ active clients and 1,400+ ex-Big Four professionals
- **Notable Investors/Partners**: The Carlyle Group (investment in 2018), CVC Capital Partners (investment in 2022), Pine Hill Group (acquired 2019), PAS Financial Advisory (acquired 2024)
- **Growth Signals**: 30+ global offices across the Americas, Europe, and Asia Pacific; headcount of ~924 employees (+10.5% YoY); expanded to London (2022), Edinburgh, Dublin, and Singapore; completed 10,000+ transactions and 300+ IPOs

## Competitive Advantages
- **Independence from audit constraints**: CFGI is not an audit firm, so it can prepare memos, financial statements, and documentation that auditors cannot, and works directly with audit teams.
- **Senior practitioner model**: Engagements are staffed with senior professionals (ex-Big Four national office backgrounds), not junior teams supervised from a distance.
- **Embedded, not advisory**: Practitioners work alongside management as an extension of the internal team, doing the work rather than just advising.
- **Full-service under one roof**: Covers technical accounting, tax, capital markets, technology, risk, ESG, and operations without siloed handoffs.
- **Institutional backing**: Backed by two of the world’s largest private equity firms (Carlyle and CVC), enabling national and global growth without compromising independence.

## Strategic Focus
- **Global expansion**: Continuing to build out its footprint across the Americas, Europe, and Asia Pacific (30+ offices currently).
- **AI and technology integration**: Embedding AI, automation, and proprietary technology (PRISM platform) into every engagement for faster, sharper delivery.
- **Deepening PE sponsor relationships**: Serving over 500 sponsors and focusing on value creation and transaction advisory for the private equity ecosystem.
- **Scaling the senior practitioner model**: Replicating the grassroots, local-office approach that worked in Boston and New York across new international markets.

## Why Work Here
- **Culture**: Described as a "community-first corporation" where people are the priority internally and externally; employees are empowered to leverage their previous knowledge to craft innovative strategies.
- **Work model**: Practitioners work near clients (side by side), with a "roll-up-the-sleeves" approach. The firm maintains a local presence in 30+ cities, so roles are likely hybrid/office-based near client sites.
- **Career opportunity**: Work on the most complex and interesting accounting and advisory challenges (IPOs, carve-outs, large transactions) alongside the best clients, with direct access to senior leadership.
- **Team composition**: Exclusively former Big Four professionals (1,400+), meaning you join a peer group of high-caliber talent from Deloitte, PwC, EY, and KPMG.
- **Growth trajectory**: Rapid headcount growth (+10.5% YoY), recent international expansion, and backing from top-tier PE firms signal strong momentum and career advancement potential.

## Sources
1. [cfgi.com - About Us](https://www.cfgi.com/about/)
2. [cfgi.com - Homepage](https://www.cfgi.com/)
3. [cfgi.com - Team](https://www.cfgi.com/about-us/team/)
4. [LinkedIn - CFGI](https://www.linkedin.com/company/thecorporatefinancegroup)
5. [Lever - CFGI Careers](https://jobs.lever.co/cfgi)

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