--- title: 'Finance & Accounting Advisory - Consultant at CFGI' canonical: 'https://feeny.ai/job/finance-accounting-advisory-consultant-cfgi-boston-714ftkyacb05' type: 'job' last_seen: '2026-09-09' --- # Finance & Accounting Advisory - Consultant at CFGI - **Company:** CFGI - **Location:** Boston, MA - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2020-01-20 - **Last confirmed live:** 2026-09-09 - **Apply:** https://jobs.lever.co/cfgi/c1699087-3a8b-4da9-8fbb-d324f032edb3 ## Job description Finance & Accounting Advisory – Consultant Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. Take ownership of your career at CFGI: 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! What you might expect: Preparation of operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s). Accounting projects focused on carving out business units/subsidiaries. Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support. Preparation 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). Research & documentation projects related to new ASC accounting standards. Process improvement projects and implementation of changes. What you must have: 2.5–5 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). What sets you apart: Experience applying U.S. GAAP through financial statement preparation, audit engagements, month-end close, financial reporting, or technical accounting research. Experience owning portions of accounting, audit, or finance-related workstreams and deliverables. Nice to have: CPA license or active progress toward CPA certification. Exposure to SEC reporting and filings, including Forms 10-K, 10-Q, and S-1. Experience in one or more complex accounting areas (e.g., revenue recognition, leases, business combinations, or stock-based compensation). Who thrives here: Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams. Effective analytical and critical thinking abilities. Entrepreneurial nature, self-motivated, ethical, and dependable. High energy with commitment to quality client service. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $115,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance. ## 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. 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