Consultant
United StatesOn-siteFull-time
AI Summary
Finance Effectiveness Consultant helps drive finance transformation projects, performing research, data gathering, and process analysis to produce client-ready deliverables and future-state designs.
About this role
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.
Key Responsibilities:
·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.
·Assist in interviews and workshops with client stakeholders to gather inputs and identify opportunities.
·Help document future-state designs, business requirements, and action plans for implementation.
·Collaborate with internal teams to ensure consistent and high-quality execution.
·Participate in knowledge-sharing and professional development within the Finance Effectiveness team.
What We’re Looking For:
·Three plus years of experience in consulting, finance, or related fields (internships or analyst roles considered).
·Foundational knowledge of finance operations, systems, or process improvement.
·Strong analytical and communication skills.
·Eagerness to learn, attention to detail, and ability to thrive in a team-oriented environment.
·Bachelor’s degree required; business, finance, or accounting background preferred.
Skills
Business RequirementsChange ManagementData AnalysisData GatheringDigital TransformationDocumentationFinance SystemsFinancial ModellingFinancial OperationsInterviewsIPO ReadinessM&APresentation MaterialsProcess ImprovementProcess MappingProject DeliveryRoot-cause AnalysisStakeholder ManagementWorkshops
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