---
title: 'Finance & Accounting Advisory - Managing Director at CFGI'
canonical: 'https://feeny.ai/job/finance-accounting-advisory-managing-director-cfgi-salt-lake-city-mtkgxh8tyd85'
type: 'job'
last_seen: '2026-11-04'
---

# Finance & Accounting Advisory - Managing Director at CFGI

- **Company:** CFGI
- **Location:** Salt Lake City, UT
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2024-07-26
- **Last confirmed live:** 2026-11-04
- **Apply:** https://jobs.lever.co/cfgi/ba9a7aeb-007d-41a1-8df6-d53de9f20951

## Job description

Finance & Accounting Advisory – Managing Director

Managing Directors at CFGI work closely with C-level executives at Fortune 500, mid-cap, and start-up companies. As a Managing Director, you will take ownership of strategic client relationships, lead complex engagements, drive business development, and play a critical role in the firm's growth and long-term success.

Take ownership of your career at CFGI: Lead high-impact engagements across a wide range of industries and complex accounting topics. Serve as a trusted advisor to executive leadership on technical accounting, financial reporting, transactions, and strategic business initiatives. Build and expand long-term client relationships while growing CFGI's market presence. Drive firm initiatives, contribute to thought leadership, and develop the next generation of leaders. Enjoy the flexibility of office, remote, and client-site work locations (engagement specific). Create your own path. Enjoy what you do!

What you might expect: Serve as a subject matter expert advising executive leadership on complex accounting, financial reporting, IPO, M&A, carve-out, divestiture, capital markets, and other strategic transactions. Lead and oversee all aspects of client engagements, including engagement strategy, staffing, execution, quality, economics, and client satisfaction. Guide clients through SEC reporting and regulatory compliance, including Forms 10-K, 10-Q, S-1, S-4, registration statements, and technical accounting matters. Drive business development through new client acquisition, expansion of existing client relationships, proposal leadership, networking, and market development initiatives. Contribute to practice growth through methodology development, thought leadership, internal training, and continuous improvement initiatives. Mentor and develop professionals across all levels while fostering a culture of collaboration, accountability, and excellence.

What you must have: 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).

What sets you apart: Experience serving as a trusted advisor to executive stakeholders, including CFOs, CAOs, Controllers, Audit Committees, Boards of Directors, private equity sponsors, founders, and investors. Experience leading significant client portfolios, business units, industry verticals, or service lines, including responsibility for engagement quality, client satisfaction, revenue growth, and strategic planning. Demonstrated success originating new business, expanding existing client relationships, developing referral networks, and contributing to practice growth through thought leadership, networking, speaking engagements, or market development. Experience developing senior leaders, building high-performing teams, and contributing to recruiting, succession planning, performance management, and organizational growth initiatives. Experience advising clients on complex accounting, financial reporting, transaction, regulatory, operational, or finance transformation matters while serving as an executive-level problem solver during significant business events.

Nice to have: CPA license. Experience with SEC reporting, IPO readiness, registration statements, or public-company financial reporting environments. Experience preparing or reviewing technical accounting memoranda and advising on complex accounting matters, including revenue recognition, leases, business combinations, stock-based compensation, debt/equity transactions, consolidations, or impairments. Experience supporting significant transactions including IPOs, deSPAC transactions, carve-outs, spin-offs, M&A transactions, capital raises, debt offerings, or private equity-backed transactions.

Who thrives here: Outstanding interpersonal, written, and verbal communication skills with the ability to influence executive stakeholders and drive strategic decisions. Proactive in identifying client needs and developing long-term trusted advisor relationships. Highly organized with the ability to lead large client portfolios, multiple teams, and competing priorities. Effective analytical and critical thinking abilities. Entrepreneurial, self-motivated, ethical, and dependable. High energy with a commitment to exceptional client service, talent development, and business growth.

## 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)

## Other roles at CFGI

- [Accounting Manager](https://feeny.ai/job/accounting-manager-cfgi-boston-3jn4k4empnp8) — Boston, MA
- [Business Continuity and Disaster Recovery - Senior Manager](https://feeny.ai/job/business-continuity-and-disaster-recovery-senior-manager-cfgi-united-states-qpepn68xk993) — United States
- [GRC, Data Privacy & Technical Cybersecurity SME - Senior Manager](https://feeny.ai/job/grc-data-privacy-technical-cybersecurity-sme-senior-manager-cfgi-united-states-ee18ckw0hyq0) — United States
- [Contracts Manager](https://feeny.ai/job/contracts-manager-cfgi-london-kvvdn7qx1je8) — London, United Kingdom
- [AI Solutions Architecture - Managing Director](https://feeny.ai/job/ai-solutions-architecture-managing-director-cfgi-united-states-kd18evkr65r8) — United States
- [AI Strategy & Readiness - Managing Director](https://feeny.ai/job/ai-strategy-readiness-managing-director-cfgi-united-states-jmyrmgakjzw7) — United States
- [Automation - Leader](https://feeny.ai/job/automation-leader-cfgi-united-states-zf8mdvh0m6sr) — United States
- [VAT - Manager](https://feeny.ai/job/vat-manager-cfgi-london-119zte39t20k) — London, United Kingdom
- [Financial Due Diligence - Manager](https://feeny.ai/job/financial-due-diligence-manager-cfgi-new-york-qnsj5krzryg8) — New York, NY
- [Data & AI - Data Engineer](https://feeny.ai/job/data-ai-data-engineer-cfgi-singapore-gt1v8ewg27aq) — Singapore