---
title: 'FP&A Advisory - Senior Manager at CFGI'
canonical: 'https://feeny.ai/job/fp-a-advisory-senior-manager-cfgi-united-states-h2a08hxvw79a'
type: 'job'
last_seen: '2026-09-09'
---

# FP&A Advisory - Senior Manager at CFGI

- **Company:** CFGI
- **Location:** United States
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2021-12-15
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.lever.co/cfgi/4be08b6d-4b70-45d7-ab8e-918c8ded8e40

## Job description

FP&A Advisory – Senior Manager

As a member of our Business Transformation team, you work as an extension of our client’s team. Your work will focus on supporting the FP&A function of our client’s finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.

Roles and Responsibilities: The FP&A Senior Manager is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions. Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision. Help develop finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.

What you must have: 8–12 years of experience in FP&A, finance transformation, corporate finance, consulting, and/or corporate finance. Experience leading FP&A, budgeting, forecasting, financial modeling, or finance transformation engagements within a consulting, professional services, or corporate FP&A environment.

What sets you apart: Experience leading enterprise FP&A initiatives including budgeting, forecasting, long-range planning, financial modeling, scenario analysis, finance transformation, or performance management. Experience leading complex engagements, managing project teams, facilitating client workshops, and overseeing project execution, staffing, budgets, and client deliverables. Experience developing trusted relationships with executive stakeholders by presenting financial insights, business cases, and strategic recommendations to CFOs, finance executives, and other senior leaders. Experience applying FP&A technologies including planning, analytics, reporting, EPM, or ERP platforms to modernize finance processes and improve decision-making. Experience contributing to business development initiatives, proposal efforts, practice development, training programs, or knowledge-sharing initiatives.

## Nice to have

CPA, CFA, MBA, PMP, or other relevant professional certification. Experience with FP&A platforms such as Anaplan, Adaptive Planning, Planful, OneStream, Oracle Hyperion, Cognos, or similar planning technologies. Experience with ERP technologies including SAP, Oracle, Workday, NetSuite, Microsoft Dynamics, or similar ERP platforms. Experience supporting mergers and acquisitions, divestitures, refinancing, capital raises, or scenario modeling. Experience within financial services, healthcare, life sciences, or other highly regulated industries.

Who thrives here Outstanding interpersonal, written, and verbal communication skills with the ability to build credibility across all levels of an organization. Proactive in identifying client needs and developing long-term trusted client relationships. Highly organized with the ability to manage multiple engagements and 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 future leaders.

## 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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