Finance & Accounting Advisory - Managing Director

CFGI • Salt Lake City, UT

17h

About The Position

Managing Directors at CFGI work closely with C-level executives at Fortune 500, mid-cap, and start-up companies. The role owns strategic client relationships, leads complex engagements, drives business development, and contributes to the firm’s growth and long-term success. It offers high-impact work across industries and complex accounting topics, advising executive leadership on technical accounting, financial reporting, transactions, and strategic business initiatives. The Managing Director also helps grow CFGI’s market presence, drives firm initiatives and thought leadership, and develops the next generation of leaders. Work may take place in an office, remotely, or at a client site, depending on the engagement.

Requirements

• 12 or more years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting or finance.
• At least 2 years of experience at a Big 4 firm: Deloitte, EY, KPMG, or PwC.
• Outstanding interpersonal, written, and verbal communication skills, including the ability to influence executive stakeholders and drive strategic decisions.
• Proactive approach to identifying client needs and developing long-term trusted advisor relationships.
• Strong organization skills and ability to lead large client portfolios, multiple teams, and competing priorities.
• Effective analytical and critical thinking abilities.
• Entrepreneurial, self-motivated, ethical, and dependable approach.
• High energy and commitment to exceptional client service, talent development, and business growth.

Nice To Haves

• CPA license.
• Experience with SEC reporting, IPO readiness, registration statements, or public-company financial reporting.
• Experience preparing or reviewing technical accounting memoranda and advising on complex accounting matters, including revenue recognition, leases, business combinations, stock-based compensation, debt or equity transactions, consolidations, or impairments.
• Experience supporting significant transactions, including IPOs, deSPAC transactions, carve-outs, spin-offs, M&A, capital raises, debt offerings, or private equity-backed transactions.
• Experience advising executive stakeholders such as CFOs, CAOs, Controllers, Audit Committees, Boards of Directors, private equity sponsors, founders, and investors.
• Experience leading significant client portfolios, business units, industry verticals, or service lines, with responsibility for engagement quality, client satisfaction, revenue growth, and strategic planning.
• Demonstrated success originating new business, expanding client relationships, developing referral networks, or contributing to practice growth through thought leadership, networking, speaking engagements, or market development.
• Experience developing senior leaders and high-performing teams, and contributing to recruiting, succession planning, performance management, or organizational growth initiatives.
• Experience advising clients on complex accounting, financial reporting, transaction, regulatory, operational, or finance transformation matters.

Responsibilities

• Serve as a subject matter expert advising executive leadership on complex accounting, financial reporting, IPOs, M&A, carve-outs, divestitures, capital markets, and other strategic transactions.
• Lead and oversee client engagements, including strategy, staffing, execution, quality, economics, and client satisfaction.
• Guide clients through SEC reporting and regulatory compliance, including Forms 10-K, 10-Q, S-1, S-4, registration statements, and technical accounting matters.
• Drive business development through new client acquisition, expansion of existing relationships, proposal leadership, networking, and market development.
• Contribute to practice growth through methodology development, thought leadership, internal training, and continuous improvement.
• Mentor and develop professionals at all levels while fostering collaboration, accountability, and excellence.
• Build and expand long-term client relationships and grow CFGI’s market presence.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed