--- title: 'Financial Due Diligence - Director at CFGI' canonical: 'https://feeny.ai/job/financial-due-diligence-director-cfgi-london-k1twfysfm89d' type: 'job' last_seen: '2026-09-09' --- # Financial Due Diligence - Director at CFGI - **Company:** CFGI - **Location:** London, United Kingdom - **Work type:** hybrid - **Posted:** 2022-10-18 - **Last confirmed live:** 2026-09-09 - **Apply:** https://jobs.lever.co/cfgi/456379bb-3727-4d99-add3-52cebb6a15ae ## Job description Transaction Advisory Services: Financial Due Diligence - Director CFGI, founded in 2000 by former Big 4 professionals, is a dynamic and fast-growing financial consulting firm serving as a trusted partner to CFOs and their organisations. We help clients tackle complex challenges across accounting, financial reporting, transactions, regulatory compliance, tax, and business transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help leading public, private, private equity-backed, and emerging companies move forward with confidence. Without the restrictions of auditor independence, our professionals have the flexibility to provide practical, creative solutions to complex business challenges. We are actively expanding our Transaction Advisory Services practice in the UK and are seeking an experienced Director to lead complex buy-side and sell-side financial due diligence engagements. Directors serve as trusted advisors to senior client stakeholders, oversee multiple engagements, develop client relationships, contribute to business development, and help drive the continued growth of CFGI’s Transaction Advisory Services practice. What you might expect: Lead complex buy-side and sell-side transaction advisory engagements, providing financial and business due diligence support to private equity firms, strategic buyers, and corporate clients. Analyse and oversee the analysis of target company financial information to identify historical and projected operating trends, quality of earnings and assets, pro forma financial information, working capital considerations, debt and debt-like items, and other potential liabilities or risks. Advise clients on financial matters that may impact transaction valuation, deal structure, negotiations, and overall transaction execution. Serve as a senior point of contact for clients throughout the transaction process and build trusted relationships with private equity sponsors, portfolio company executives, corporate development teams, and other senior stakeholders. Lead and coordinate multiple complex engagements simultaneously while maintaining quality and meeting transaction deadlines. Manage and coordinate CFGI engagement teams, clients, and third-party diligence providers throughout the transaction lifecycle. Review and approve financial analyses, due diligence workpapers, client-ready reports, and executive-level presentations. Oversee engagement planning, staffing, project economics, risk management, and overall client delivery. Recruit, mentor, and develop Senior Managers, Managers, and Consultants through technical leadership, coaching, and professional development. Contribute to proposal development, client relationship management, networking, cross-selling, and broader business development and practice growth initiatives. What you must have: At least 12 years of experience in assurance and/or transaction advisory within a Big 4 firm. Professional services experience, including experience leading complex client engagements. Exposure to private equity transactions, including experience working with private equity clients and/or their portfolio companies. What sets you apart: Experience leading buy-side and sell-side financial due diligence engagements. Experience analysing and advising clients on quality of earnings, working capital, debt and debt-like items, cash flow, historical and projected financial performance, and other transaction-related financial considerations. Experience serving as a senior advisor to private equity sponsors, portfolio company executives, strategic buyers, and corporate clients throughout the transaction lifecycle. Strong current knowledge of IFRS, UK GAAP, and/or other accounting principles relevant to transaction advisory engagements. Experience leading client presentations and delivering executive-level financial due diligence reports and transaction recommendations. Experience managing multiple engagement teams while overseeing staffing, engagement economics, quality, risk management, and client delivery. Advanced Microsoft Excel skills used for financial modelling and data analysis, including PivotTables, lookups, arrays, Power Pivot, Power Query, and related functionality. Experience developing long-term client relationships and contributing to business development through proposals, client expansion, networking, cross-selling, and other revenue-generation activities. Experience mentoring and developing transaction advisory professionals and contributing to the growth of a practice or team. Nice to have: ACA, ACCA, CA, or another relevant professional accounting qualification. Bachelor’s degree in Accounting, Finance, or a related field. Experience across both assurance and transaction advisory engagements. Experience with mergers and acquisitions, carve-outs, post-close integration planning, or other complex transaction environments. Who thrives here: Outstanding interpersonal, written, and verbal communication skills with the ability to build credibility with senior and executive stakeholders. Proactive in identifying client needs and developing long-term trusted advisor relationships. Strong analytical and critical-thinking abilities with sound judgement in complex transaction environments. Highly organised with the ability to lead multiple engagements, teams, and competing priorities. Entrepreneurial, self-motivated, adaptable, ethical, and dependable. Comfortable operating in a fast-paced transaction environment where workload may increase around critical deal deadlines. High energy with a commitment to exceptional client service, practice growth, and talent development. ## 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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