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Supports buy-side and sell-side financial due diligence engagements for private equity, strategic buyers, and corporate clients. Analyzes quality of earnings, assets, working capital, debt, cash flow, operating trends, accounting issues, and transaction risks. Prepares financial analyses, workpapers, reports, and executive presentations while collaborating with clients, engagement teams, and third-party advisors. Manages multiple concurrent engagements and contributes to transaction advisory practice development.

Lead buy-side and sell-side financial due diligence engagements for private equity, strategic, and corporate clients. Analyze quality of earnings, assets, working capital, debt, cash flow, operating trends, risks, and transaction opportunities. Manage client relationships, engagement teams, budgets, workstreams, and timelines; review analyses and executive presentations; mentor consultants; and support proposals, recruiting, and business development.

The Managing Director drives growth in CFGI's FP&A Advisory practice, influences financial decisions, and fosters strong client relationships through strategic initiatives and project leadership.

Leads private equity value creation engagements, portfolio company performance improvement programs, and strategic initiatives. Responsibilities include developing operational and financial improvement frameworks, identifying EBITDA opportunities, managing governance and value capture, building financial models and executive dashboards, advising senior stakeholders, overseeing project teams and client delivery, mentoring consultants, and supporting business development and practice growth.

Lead private equity value creation and operational improvement workstreams, managing execution, governance, timelines, risks, stakeholders, and benefits realization. Develop financial and operational analyses covering cost reduction, margin improvement, revenue growth, working capital, and EBITDA impact. Prepare dashboards, scorecards, business cases, and executive presentations; support operating reviews, client workshops, proposals, and strategic initiatives. Mentor consultants and ensure high-quality deliverables across portfolio company performance improvement programs.

Leads value creation programs for private equity clients and portfolio companies, developing operational improvement playbooks, identifying EBITDA enhancement opportunities, establishing governance and performance tracking, and delivering executive dashboards and board-ready materials. The Director also facilitates operating reviews, supports business development and practice building, mentors junior staff, and drives accountability across stakeholders to achieve measurable financial and operational outcomes.

Leads cybersecurity GRC, data privacy, technical risk, regulatory readiness, and third-party risk advisory engagements. Assesses security controls, architectures, identity, cloud, vulnerability management, monitoring, incident response, resilience, and privacy programs. Advises executives, translates technical findings into business risk, develops remediation roadmaps, supports cyber due diligence and post-acquisition initiatives, contributes to business development, and mentors consulting teams.

Lead cybersecurity GRC, privacy, and AI governance advisory engagements for enterprise and private equity clients. Design governance models, risk programs, control frameworks, privacy operations, third-party risk programs, and AI compliance frameworks aligned with NIST AI RMF, EU AI Act, and ISO 42001. Advise executives, develop board-ready deliverables, manage client workstreams, support business development, and mentor consulting teams.

Lead client advisory engagements focused on business continuity, disaster recovery, operational resilience, crisis management, and cyber recovery. Conduct impact analyses, dependency mapping, recovery assessments, governance design, technical resilience reviews, and executive exercises. Develop recovery strategies, policies, roadmaps, and remediation plans while supporting testing and evidence reviews. Lead teams, client communications, proposals, and practice development across private equity portfolio companies and complex organizations.

Lead CFGI’s Complex Securities Valuation practice, serving as senior advisor on sophisticated financial-instrument and equity valuation engagements. Oversee methodologies, models, teams, quality, budgets, timelines, and client delivery while advising executives, boards, auditors, and finance leaders. Build strategic client relationships, drive business development, mentor senior professionals, and contribute to practice growth, technical guidance, recruiting, and thought leadership.