---
title: 'Financial Due Diligence - Manager at CFGI'
canonical: 'https://feeny.ai/job/financial-due-diligence-manager-cfgi-new-york-qnsj5krzryg8'
type: 'job'
last_seen: '2026-09-09'
---

# Financial Due Diligence - Manager at CFGI

- **Company:** CFGI
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-25
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.lever.co/cfgi/581f1ffe-c619-4880-acda-cab9956e7163

## Job description

Transaction Advisory Services: Financial Due Diligence – 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, financial reporting, transactions, regulatory compliance, 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 Transaction Advisory Services (TAS) practice and seeking experienced professionals to lead financial due diligence engagements for private equity firms, strategic buyers, and corporate clients.

We are seeking a Manager to lead buy-side and sell-side financial due diligence engagements. Managers oversee day-to-day engagement execution, manage client relationships, mentor Consultants, and work closely with Senior Managers and Directors to deliver actionable transaction insights throughout the deal lifecycle.

What you might expect: Lead buy-side and sell-side financial due diligence engagements for private equity firms, corporate acquirers, and strategic investors. Analyze target company financial information to assess quality of earnings, quality of assets, working capital, indebtedness, cash flow, and other key transaction metrics. Identify historical and projected operating trends, accounting issues, financial risks, and value creation opportunities that may impact transaction structure and valuation. Review financial analyses, due diligence workpapers, client-ready reports, and executive presentations. Coordinate engagement activities across client management, CFGI engagement teams, and third-party advisors throughout the transaction process. Manage multiple concurrent engagements while maintaining quality, budgets, and transaction timelines. Mentor Consultants through technical review, coaching, and professional development. Participate in proposal development, recruiting, client relationship management, and business development initiatives.

What you must have: 5-8 years of experience in public accounting, transaction advisory, consulting, corporate finance, accounting, or a related finance environment. Prior financial due diligence experience, including experience performing or supporting financial analysis in connection with buy-side or sell-side transactions.

What sets you apart: Experience leading buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, debt and debt-like items, cash flow, and other transaction analyses. Experience applying U.S. GAAP through audit engagements, financial reporting, or transaction advisory projects. Experience reviewing client-ready financial analyses, diligence reports, and executive presentations. Advanced Microsoft Excel skills, including financial modeling, PivotTables, Power Query, Power Pivot, VLOOKUP/XLOOKUP, and complex data analysis. Experience with a Big 4, national accounting firm, or specialized transaction advisory practice serving private equity and strategic clients. Experience managing engagement teams, client relationships, multiple workstreams, and transaction timelines in a fast-paced consulting environment.

Nice to have: CPA license or active progress toward CPA certification. Bachelor’s degree in Accounting, Finance, or a related field. Experience serving private equity firms, strategic buyers, or middle-market companies. Exposure to mergers and acquisitions, carve-outs, integration planning, or transaction execution processes.

Who thrives here: Excellent interpersonal, written, and verbal communication skills with the ability to build strong client relationships. Strong analytical and critical thinking abilities. Highly organized with the ability to manage multiple engagements and competing priorities. Entrepreneurial, self-motivated, adaptable, ethical, and dependable. High energy with a commitment to exceptional client service while mentoring and 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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