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Manage client data and analytics projects to design and implement data strategies, automation, visualizations, and predictive analytics. Translate data into actionable insights, lead cross-functional stakeholder engagement, scope and monitor budgets, and develop internal tools and templates. Apply finance/CPA knowledge where relevant and deliver client-facing presentations.

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.

As a Director in the Data & Analytics team, you will lead client engagements, manage projects, develop strategies, create proposals, and mentor team members in data-driven initiatives.

Assist clients in navigating complex debt and equity transactions through various valuation analyses for financial reporting and tax purposes.

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.

The Managing Director will lead CFGI's FP&A Advisory team, developing strategies, managing client relationships, and delivering financial insights and solutions. Key responsibilities include business transformation projects and stakeholder engagement.

The Finance Effectiveness Consultant will support finance transformation projects by researching, analyzing processes, developing deliverables, and collaborating with team members to create change for clients.

The M&A Tax Manager oversees tax obligations in M&A transactions, including due diligence, structuring, and post-deal integration, while communicating with clients and advising on tax-related matters.

Support state and local tax (SALT) engagements including corporate income, sales and use, indirect, and multistate tax compliance and advisory. Perform tax research, apportionment and nexus analysis, prepare client-ready memoranda and presentations, assist with audits and controversy, and help implement tax automation and process improvements while collaborating with managers, clients, and external advisors.

The Senior Manager supports the FP&A function, leading project teams in business transformation, developing finance strategies, and providing business partnering support.