CFGI · 1 month ago
Finance Value Creation - Consultant
United States
Full-time
Remote
Mid Level
2+ years expCFGI is seeking a Consultant to support private equity value creation initiatives, portfolio company performance improvement programs, and internal strategic initiatives. This role will focus on financial analysis, value capture tracking, financial reconciliation, business case development, and performance reporting.
AccountingConsultingFinanceFinancial Services
Responsibilities
Support development of value creation playbooks and financial performance frameworks
Conduct financial, operational, and business performance analyses
Track realized versus projected savings and EBITDA impact across initiatives
Perform financial reconciliations, variance analyses, and benefits realization tracking
Develop business cases and support opportunity sizing efforts
Build financial models to assess cost reduction, margin improvement, revenue growth, and working capital opportunities
Support monthly performance reporting and executive-level financial updates
Partner with initiative owners to validate assumptions, financial impact, and value capture
Prepare board-ready financial analyses, dashboards, and presentations
Support strategic finance initiatives and special projects across the organization
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, Business, or related field
Two to five years of experience in FP&A, transaction advisory, strategic finance, consulting, accounting, business analytics, or operational finance
Strong financial modeling and analytical capabilities
Advanced Excel and PowerPoint skills
Experience with financial reporting, variance analysis, and reconciliations
Strong attention to detail and financial rigor
Excellent communication and problem-solving abilities
Preferred
Experience in transaction advisory, financial due diligence, FP&A, valuation, consulting, or private equity-backed environments
Experience supporting value creation, benefits realization, or EBITDA improvement programs
Experience building executive dashboards and KPI reporting
Exposure to private equity clients or portfolio companies
Experience with Power BI, Tableau, Alteryx, Anaplan, Adaptive, or similar tools
CPA, CFA, or progress toward certification
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 Nardone
Co-CEO
Steven M Michienzi
Chief Financial Officer
Recent News
2026-03-19
Research and Markets
2025-09-02
Company data provided by crunchbase