CFGI · 2 days ago
Consultant
United States
Full-time
Remote
Mid Level
3+ years expCFGI is a consulting firm that provides PMO services to clients. The Consultant – PMO will support and manage initiatives across financial, operational, and technological lifecycles, ensuring successful project execution and governance.
AccountingConsultingFinancial Services
Responsibilities
Support clients on project lifecycle best practices, ensuring planning and execution align with objectives
Assist in developing work plans with activities, resource assignments, expected outcomes, and timelines
Perform tasks within defined scope to drive execution and delivery as directed
Help identify when additional CFGI resources may be needed to support expanded scope
Prepare and maintain timely reporting of project status to stakeholders; assist with dashboards and KPIs
Document and facilitate communication with project teams and CFGI leadership
Maintain a clear focus on exceptional client service and proactively support client needs
Build positive working relationships with client stakeholders and team members
Maintain a professional and positive attitude in all interactions
Qualification
Required
Minimum of three years in project management, finance transformation, technology transformation, or professional services
Working knowledge of finance and accounting activities through consulting or industry experience
Experience supporting large-scale transformation programs and PMO engagements
Strong communication, facilitation, and time management skills
Ability to think critically and solve problems effectively
Demonstrated ability to deliver tasks on time and within scope
Proficient in PMO practices; identifies issues and escalates appropriately
Communicates clearly; manages own workload and seeks guidance when needed
Participates in firm initiatives and recruiting efforts; builds peer network
Understands broad technical issues; demonstrates command of tools; attends trainings and maintains licenses
Writes client correspondence; participates actively in meetings; manages own time effectively
Actively participates in team collaboration; demonstrates integrity and accountability; engages in firm initiatives
Maintains a network of peers; begins developing client relationships; participates in recruiting efforts
Preferred
Understanding of project management methodologies (e.g., Agile, Waterfall, Scrum)
Familiarity with project management tools (e.g., Smartsheet, Asana, Monday.com, MS Project)
Ability to manage tasks independently and deliver quality outcomes
Comfortable working on multiple engagements with shifting priorities and deadlines
Basic knowledge of Financial Planning & Analysis tools (e.g., Planful, Vena, Adaptive Insights)
Exposure to ERP technologies (e.g., SAP, Oracle, Workday, NetSuite, Microsoft Dynamics)
Company
CFGI
CFGI is a corporate finance and financial consulting firm that specializes in complex accounting, reporting, tax, and compliance issues.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
The Carlyle Group
2021-09-15Acquired
2018-03-01Private Equity
Leadership Team
Nicholas J. Nardone
Co-CEO
Steven M Michienzi
Chief Financial Officer
Recent News
Research and Markets
2025-09-02
Computer Weekly
2025-07-10
Company data provided by crunchbase