Quick Summary
CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation.
· Support project delivery by performing research, gathering data, and analyzing current-state processes. · Develop client-ready deliverables such as process maps, assessment summaries, and presentation materials.
CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Finance Effectiveness team and seeking early-career professionals with a passion for transformation and a desire to grow.
We are seeking a motivated and detail-oriented Finance Effectiveness Consultant to support key initiatives across our finance transformation projects. This is a delivery-focused role ideal for individuals looking to gain experience in process improvement, data analysis, and finance modernization. Consultants will work closely with Managers and Senior Managers to execute project tasks and contribute to meaningful change for our clients.
Responsibilities
~1 min read- →2–5 years of experience in finance transformation, consulting, business transformation, finance, strategy, operations, and/or corporate finance.
- →Experience at a consulting or professional services firm delivering finance transformation, ERP/EPM, business transformation, or operational improvement engagements.
- Experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC).
- Experience supporting finance transformation initiatives such as finance operating model design, finance process improvement, finance organization redesign, or finance function optimization.
- Experience owning portions of consulting engagements, project workstreams, PMO activities, and client deliverables.
- Experience facilitating client workshops, presenting recommendations, and partnering with cross-functional stakeholders to drive business decisions.
Nice to Have
~1 min read- Experience with ERP, EPM, planning, or finance technologies (e.g., SAP, Oracle, OneStream, Workday, Anaplan, Hyperion, Power BI).
- Experience with core finance processes such as Record-to-Report (RTR), Procure-to-Pay (P2P), Order-to-Cash (O2C), Financial Planning & Analysis (FP&A), budgeting, forecasting, or financial close optimization.
- Experience leveraging AI, automation, analytics, process mining, or digital finance technologies to improve finance processes or business operations.
- Excellent interpersonal, written, and verbal communication skills with the ability to collaborate across business and technical teams.
- Strong analytical and structured problem-solving abilities.
- Entrepreneurial, self-motivated, adaptable, and dependable.
- High energy with a passion for improving finance organizations and delivering exceptional client service.
Location & Eligibility
Listing Details
- Posted
- July 9, 2025
- First seen
- March 26, 2026
- Last seen
- July 12, 2026
Posting Health
- Days active
- 108
- Repost count
- 0
- Trust Level
- 33%
- Scored at
- July 12, 2026
Signal breakdown
Please let Cfgi know you found this job on Jobera.
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