CFGI · 5 months ago
Interim CFO and Controller Opportunities
CFGI is expanding its Private Equity Services practice and is seeking experienced Controllers and CFOs for interim advisory projects. The role involves leading financial initiatives, managing accounting functions, and providing strategic financial advice to clients.
AccountingConsultingFinancial Services
Responsibilities
Lead post-closing accounting and finance initiatives for newly acquired, first-time private equity-backed enterprises, including establishing stakeholder reporting, cash management and forecasting, KPI reporting, budgeting and forecasting, working capital optimization assessments, etc
Lead and accelerate month-end closing processes, including ensuring close timeliness and accuracy, account reconciliations, accruals, journal entry preparation/posting, and variance analyses
Manage all aspects of day-to-day accounting functions and provide guidance to team members, ensuring effective team support
Help prepare and deliver monthly, quarterly, and annual board packages and presentations
Analyze and interpret financial information pertaining to the company’s performance
Achieve an understanding of operations to weigh in on business trends
Develop performance measures that support the company’s strategic direction
Maintain in-depth relations with private equity sponsors and all members of the management team
Oversee the financial operations of subsidiary companies and foreign operations, if applicable
Manage third-party relationships
Oversee the company’s transaction processing systems
Supervise acquisition due diligence and integration initiatives
Monitor and forecast financial covenants and liaise with all debt and equity stakeholders
Ensure compliance with all regulatory requirements
Function as a financial advisor to members of leadership
Qualification
Required
Bachelor's or master's degree in accounting or finance; active CPA certification preferred
12+ years of experience in an accounting and finance environment
Must have prior experience working as a Controller, VP Finance or CFO for an operating company for at least five years
Super-Controller (P&L ownership) experience within high-growth (organic/inorganic) PE-backed companies, with an ability to play at the CFO-level a big plus
Extensive experience establishing daily, weekly, monthly reporting (DWMR) for all stakeholders
Executive presence and communication skills to effectively team/communicate with PE sponsor deal teams and portfolio company senior management
Ability to condense and standardize monthly financial statement closing processes through process and systems optimization
Expertise in all aspects of lender compliance reporting, covenant reporting (add-back treatment), financial analysis/reporting, etc
Strong familiarity with closing statement preparation, managing post-Closing OBS/Valuation workstreams, and other 3PLs
Self-starter and demonstrated ability to problem solve and align team members around strategy/tactics to push time-sensitive initiatives forward
Ability to travel as needed
Preferred
Active CPA certification preferred
Multi-industry discipline, as well as previous public accounting experience, is a plus
Company
CFGI
CFGI is a corporate finance and financial consulting firm that specializes in complex accounting, reporting, tax, and compliance issues.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
The Carlyle Group
2021-09-15Acquired
2018-03-01Private Equity
Recent News
Research and Markets
2025-09-02
Computer Weekly
2025-07-10
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