---
title: 'AI Strategy & Readiness - Managing Director at CFGI'
canonical: 'https://feeny.ai/job/ai-strategy-readiness-managing-director-cfgi-united-states-jmyrmgakjzw7'
type: 'job'
last_seen: '2026-10-14'
---

# AI Strategy & Readiness - 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/d3682d7d-7c58-44c5-8a47-724158cce35a

## Job description

Managing Director, AI Strategy & Readiness

MANAGING DIRECTOR · ADVISORY 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 founding leader of the practice's advisory motion. You own the assessment portfolio end to end: selling, shaping, and delivering AI and data readiness diagnostics, maturity scoring, roadmaps, and business cases for CFOs, boards, and private equity sponsors. You are the senior voice in the room on AI strategy, and you build the team underneath you.

## WHAT YOU WILL DO

Lead delivery of AI and data readiness assessments end to end: scoping, maturity scoring, findings synthesis, roadmap, and business case. Originate and shape opportunities with CFGI account teams across the firm's product lines; carry personal revenue and sold-work accountability. Own C-suite and board-level readouts; present and defend findings with CFOs, CIOs, audit committees, and sponsors. Design, version, and continuously improve the practice's assessment instruments and delivery method. Build and lead the Advisory Pod: hire, coach, and quality-assure consultant delivery as the team scales. Partner with the Solutions Architecture and Transformation Management Office leaders to convert diagnostic findings into delivery and program engagements. Represent the practice externally through publications, speaking, and client roundtables.

## WHAT YOU MUST HAVE

12+ years in management consulting or advisory, with substantial transformation or Office of the CFO experience. A demonstrated record of originating, shaping, and selling advisory work, not only delivering it.

## WHAT SETS YOU APART

Personally led ten or more assessment, operating model, or strategy engagements. Deep working fluency in the enterprise AI landscape: large language models, agentic systems, build-versus-buy economics, adoption and change dynamics. C-suite workshop design and facilitation. Private equity deal-team or portfolio company exposure. Prior experience building a practice, service line, or offering from an early stage.

## NICE TO HAVE

Published eminence: white papers, conference talks, board-education content.

## WHO THRIVES HERE

Exceptional structured communication in the Pyramid Principle tradition; executive-grade written product.

## HOW SUCCESS IS MEASURED, FIRST TWELVE MONTHS

Assessment engagements sold and delivered at target margin. Conversion rate of assessments into follow-on delivery and program work. Advisory Pod hired, ramped, and delivering to quality standard. Assessment instruments versioned and adopted as the practice standard.

## 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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