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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.

The consultant will analyze financial information and support clients through due diligence, reporting processes, and compliance with accounting standards.

The FP&A Manager supports finance initiatives, leading project teams, developing finance strategies, and providing analysis for business decisions.

Lead and build the firm's resource management function: staffing strategy, capacity planning, staffing platform administration (Salesforce/Retain), workforce metrics, SOPs, and a staffing operations team. Partner with practice and engagement leaders to align deployment with client needs and firm priorities; forecast capacity and advise executive leadership on staffing risk and economics.

Partner with the COO to lead and execute firmwide strategic initiatives, run operating cadence, prepare executive and Board materials, build operational infrastructure, and drive AI adoption and governance across the business.

The Manager of Tax Accounting and Compliance prepares and reviews tax provisions and compliance for clients, manages tax returns, and mentors junior team members.

Lead and scale value creation programs for private equity clients and portfolio companies. Develop playbooks, identify EBITDA improvement opportunities, establish governance and tracking, drive accountability, produce executive dashboards and board-ready materials, support business development, and mentor junior team members.

Support private equity value-creation and operational improvement initiatives through program governance, initiative tracking, analytics, executive reporting, dashboarding, KPI tracking, cross-functional coordination, and delivery of actionable insights and recommendations to leadership.

Support private equity value creation and portfolio performance programs through financial analysis, modeling, reconciliations, business case development, benefits realization tracking, and executive reporting to quantify and capture EBITDA improvements.

Lead finance technology implementation workstreams for client onboarding, managing ERP deployments and ensuring seamless transitions to CFGI's Managed Services. Oversee project plans, mentor teams, and enhance implementation methodologies.