---
title: 'Resource Management Manager at CFGI'
canonical: 'https://feeny.ai/job/resource-management-manager-cfgi-united-states-d0wcfprp89w4'
type: 'job'
last_seen: '2026-11-11'
---

# Resource Management Manager at CFGI

- **Company:** CFGI
- **Location:** United States
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-11-06
- **Last confirmed live:** 2026-11-11
- **Apply:** https://jobs.lever.co/cfgi/711e40c7-2bac-4ebf-94f3-13192ec0808c

## Job description

Resource Management Manager

## Role summary

The Resource Management Manager runs CFGI's day-to-day staffing engine. This person administers Retain, keeps scheduling processes standard across locations, and matches staffing requests to available capacity. They also report utilization and flag capacity gaps so that practice leads and senior leadership can make deployment decisions with better data. The role works closely with IT, Operations, Onboarding, Learning & Development, Recruiting, and department and regional leadership. It is built to carry the function today and to become the foundation of a larger Resource Management team as CFGI grows.

## Key responsibilities

Staffing platform ownership Owns Retain administration: user access, roles, and permissions across the employee lifecycle (onboarding, transfers, promotions, leaves, departures). Owns configuration, routine upkeep, bug resolution, and enhancement planning with IT and the vendor. Owns data integrity and the accuracy of forecasts and reports pulled from the system.

Staffing requests and capacity Runs the intake and matching of staffing requests to available resources across departments and locations, using the bios and skills repository and the availability check-in list. Partners with Practice Leads, Engagement Managers, Recruiting, and regional leaders to understand demand and availability. Builds and maintains a rolling capacity view that shows upcoming staffing gaps; supports business development conversations with availability information. Supports final deployment decisions on large or sensitive engagements, which stay with leadership.

Utilization and reporting Monitors utilization, bench time, and deployment rates, and identifies imbalances between demand and capacity. Produces regular reporting for department leaders and prepares the executive-level workforce metrics package; supports leadership in presenting it.

Process, SOPs, and governance Owns standardized scheduling processes, SOPs, and job aids, and keeps them current as Retain and the process change. Drafts staffing workflows and playbooks designed to scale as headcount and engagement volume grow. Ensures changes to Retain and the scheduling process are communicated and adopted consistently; supports system implementations and related initiatives.

Training and onboarding Leads new-hire scheduling training with Onboarding and Learning & Development; develops and maintains training materials. Coordinates pre-planned PTO and leaves for new hires so teams and the back office are aware.

Cross-functional coordination and global scope Serves as the central point of coordination for scheduling, staffing requests, utilization, and Retain. Clarifies roles and responsibilities for system ownership, access approval, and request handling. Sets consistent global standards while accounting for local practices, and keeps global, regional, and local leaders informed.

## What you must have

3–7 years of experience in resource management, staffing operations, scheduling, or workforce planning. Hands-on administration of a staffing or scheduling platform.

What sets you apart Working knowledge of consulting project lifecycles and role hierarchies. Knowledge of billable vs. non-billable utilization. Experience building and interpreting utilization reports and capacity forecasts. Experience writing SOPs, training others, and driving consistent process adoption.

## Nice to have

Experience in professional services or consulting, ideally within a Big 4, national consulting, or high-growth advisory firm. Retain experience preferred; Salesforce PSA/resource modules a plus. Experience supporting a system implementation or process rollout preferred. PMP, CSM, or similar certification preferred.

Who thrives here Communicates clearly in writing and verbally with leaders across departments, regions, and locations. Brings strong analytical skills and process discipline. Comfortable creating structure where little exists, and tolerant of ambiguity as the function grows. Builds trust quickly with practice leads and engagement managers who have competing staffing priorities.

## 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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