---
title: 'Finance Effectiveness - Manager at CFGI'
canonical: 'https://feeny.ai/job/finance-effectiveness-manager-cfgi-united-states-a0sqwqgw95ed'
type: 'job'
last_seen: '2026-09-09'
---

# Finance Effectiveness - Manager at CFGI

- **Company:** CFGI
- **Location:** United States
- **Work type:** hybrid
- **Posted:** 2025-03-05
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.lever.co/cfgi/4be881a7-c6fc-4824-b2fa-f22e36eba8ae

## Job description

Finance Effectiveness - Manager CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Finance Effectiveness team and seeking professionals ready to deliver measurable impact on the most pressing priorities of modern finance organizations.

We are seeking a results-driven Finance Transformation Manager to lead workstreams and oversee day-to-day execution on finance transformation projects. This role is ideal for a hands-on problem solver with experience improving finance processes, enabling technology, and supporting change. The Manager will work closely with senior leaders and clients to translate strategic objectives into actionable plans and ensure high-quality delivery across initiatives.

Key Responsibilities: Manage project workstreams related to finance strategy, process improvement, or digital enablement across different Finance areas. Conduct current-state assessments, identify improvement opportunities, and help design future-state operating models for finance organizations. Support implementation of enabling technologies including ERP (SAP, Oracle, Workday), EPM platforms, automation tools, and analytics dashboards. Coordinate day-to-day client activities, project planning, issue resolution, and status reporting. Lead the development of key deliverables, including recommendations, roadmaps, and value cases. Collaborate with cross-functional teams to support integrated transformation programs. Mentor analysts and associates, providing guidance, feedback, and technical knowledge development. Assist in business development efforts, such as contributing to proposals, client workshops, and internal capability building.

What you must have: 5–9 years of experience in finance transformation, consulting, business transformation, finance, strategy, operations, and/or corporate finance. Experience leading finance transformation, ERP/EPM, business transformation, operational improvement, or related consulting engagements

What sets you apart: Experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC). Experience leading finance transformation initiatives such as finance operating model design, finance process improvement, finance organization redesign, finance function optimization, or shared services transformation. Experience leading project workstreams, managing project timelines and deliverables, and supervising consultants or cross-functional teams. Experience facilitating executive workshops, presenting recommendations, and serving as a primary point of contact for client stakeholders throughout project delivery. Experience leading ERP, EPM, automation, or digital finance initiatives that improve core finance processes such as Record-to-Report (RTR), Procure-to-Pay (P2P), Order-to-Cash (O2C), FP&A, budgeting, forecasting, or financial close.

Nice to have: CPA, CFA, PMP, or other relevant professional certification. Experience with ERP, EPM, planning, or finance technologies (e.g., SAP, Oracle, OneStream, Workday, Anaplan, Hyperion, Power BI). Experience leveraging AI, automation, analytics, process mining, or digital finance technologies to improve finance processes or business operations. Experience supporting proposal development, business cases, vendor assessments, organizational design, or finance transformation roadmaps.

Who thrives here: Excellent interpersonal, written, and verbal communication skills with the ability to build relationships across business and technical teams. Proactive in identifying client needs and driving collaborative solutions. Highly organized with the ability to lead multiple workstreams and manage competing priorities. Strong analytical and structured problem-solving abilities. Entrepreneurial, self-motivated, adaptable, and dependable. High energy with a commitment to delivering exceptional client service while developing junior team members.

## 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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