About CFGI: Corporate Finance Group, Inc. ("CFGI") was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today's complex accounting, reporting, compliance and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI can fulfill a variety of client needs without the restrictions of auditor independence. With a foundation of knowledge amassed while serving a variety of industries, CFGI can guide companies through a wide range of routine and complex business scenarios. The resulting partnership is an innovative resource with the power to address our clients' most crucial accounting, finance and operational challenges. We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep tax technical expertise. Many of our clients are global, market leading, publicly held companies, while others are privately held, early stage, or venture-backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and professional excellence is rewarded. Overview of role: CFGI seeks a highly motivated tax managing director to lead its UK tax reporting, compliance and governance offering. This position reports directly to the UK Partner-in-Charge of Tax and will require the successful candidate to undertake the following principal activities as part of their role: 1. Client service delivery - tax reporting, governance, and compliance a) Tax reporting: You will be responsible for leading the delivery of UK tax reporting services to our diverse client base, which includes the following: UK publicly listed companies. US headquartered multinationals (including US listed groups). UK privately owned and private equity backed groups. The exact scope of tax reporting work for our clients will vary but is likely to include the following: Preparation of UK entity only tax numbers in accordance with IFRS or UK GAAP. Preparation of UK group tax numbers, likely to involve the incorporation of tax numbers for non-UK subsidiaries, GAAP-to GAAP adjustments (e.g. US GAAP to IFRS) and consolidation adjustments. Advising on client's tax reporting processes. Advising on the tax aspects of GAAP conversion projects. Advising on the tax reporting (and other) aspects of IPO readiness. b) UK corporation tax compliance: You will be responsible for overseeing the preparation and submission of UK corporation tax returns for our clients. In collaboration with the UK Tax Partner, you will assist with the design and implementation of a UK corporation tax compliance service offering, that is high quality, efficient and cost effective for our clients, and optimizes the involvement of junior team members to manage the provision of these services and lead the day-to-day relationships with our clients. c) Tax governance You will be responsible for leading our tax governance proposition, advising clients on tax strategy, risk management and controls. 2. Business development As a Managing Director, you will be expected to undertake business development activity to help grow the UK tax practice and the CFGI brand in the UK. Business development activities will include: Origination of tax opportunities on new and existing clients, drafting of proposals and involvement in the sales process (e.g. meetings, pitches, etc.). Teaming with partners and managing directors from other CFGI UK and US service areas (e.g. accounting advisory, business transformation) to identify and propose tax opportunities. Teaming with the CFGI US tax team to support with and identify UK tax opportunities on US clients. Identifying additional revenue streams with our clients. 3. Practice management and development In collaboration with the UK Tax Partner, you will be responsible for building and developing the UK tax practice. Your involvement and input will be required with the following: Recruiting new members of the tax team. Establishing career progression frameworks for the team and be involved in coaching and mentoring. Organising and leading tax technical training and development. As a managing director, you will also be expected to make a positive contribution to the activities of the wider CFGI UK practice. Skills and Competencies: Knowledge: Significant experience of UK tax reporting processes. Detailed knowledge of IFRS and UK GAAP; high level understanding of US GAAP desired. Significant experience of the UK tax return preparation process, and good technical understanding with common tax adjusting items such as interest deductibility, hybrid mismatches, loss utilization etc. Experience of responding to and managing HMRC tax enquiries. A good understanding / knowledge of cross-border tax matters would be highly desirable, e.g. transfer pricing, Pillar 2, country by country reporting etc. Skills: Strong track record of business development activity, in particular winning and expanding tax engagements with clients. Experienced with using Microsoft Excel and tax software packages. Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members. Excellent organizational skills, ability to multi-task, and work under deadlines. Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary. Demonstrated ability to be accountable for independently completing assignments. Capable of collaborating and communicating with people of different technical backgrounds and roles. Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving. Leadership skills that display good judgment and certainty in decision making, taking initiative with job-related demands, demonstrating innovative thinking and sound planning with business practices, managing individual performance toward shared organizational goals, and thinking strategically to set and accomplish goals. Other key characteristics: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building, and managing professionally healthy relationships, and continually developing awareness of business-related topics. As CFGI UK is newly established, it is very important that the successful candidate is willing to roll up their sleeves and get heavily involved in the delivery of client work in the early days, until more junior members of the tax team are recruited. Qualifications: Ten plus years of corporate tax experience with some of this time ideally spent in the Big 4. Professional accounting qualification (e.g. ACA, ACCA) required; additional tax qualification (e.g. CTA) strongly desired.
Feb 18, 2025
Full time
About CFGI: Corporate Finance Group, Inc. ("CFGI") was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today's complex accounting, reporting, compliance and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI can fulfill a variety of client needs without the restrictions of auditor independence. With a foundation of knowledge amassed while serving a variety of industries, CFGI can guide companies through a wide range of routine and complex business scenarios. The resulting partnership is an innovative resource with the power to address our clients' most crucial accounting, finance and operational challenges. We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep tax technical expertise. Many of our clients are global, market leading, publicly held companies, while others are privately held, early stage, or venture-backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and professional excellence is rewarded. Overview of role: CFGI seeks a highly motivated tax managing director to lead its UK tax reporting, compliance and governance offering. This position reports directly to the UK Partner-in-Charge of Tax and will require the successful candidate to undertake the following principal activities as part of their role: 1. Client service delivery - tax reporting, governance, and compliance a) Tax reporting: You will be responsible for leading the delivery of UK tax reporting services to our diverse client base, which includes the following: UK publicly listed companies. US headquartered multinationals (including US listed groups). UK privately owned and private equity backed groups. The exact scope of tax reporting work for our clients will vary but is likely to include the following: Preparation of UK entity only tax numbers in accordance with IFRS or UK GAAP. Preparation of UK group tax numbers, likely to involve the incorporation of tax numbers for non-UK subsidiaries, GAAP-to GAAP adjustments (e.g. US GAAP to IFRS) and consolidation adjustments. Advising on client's tax reporting processes. Advising on the tax aspects of GAAP conversion projects. Advising on the tax reporting (and other) aspects of IPO readiness. b) UK corporation tax compliance: You will be responsible for overseeing the preparation and submission of UK corporation tax returns for our clients. In collaboration with the UK Tax Partner, you will assist with the design and implementation of a UK corporation tax compliance service offering, that is high quality, efficient and cost effective for our clients, and optimizes the involvement of junior team members to manage the provision of these services and lead the day-to-day relationships with our clients. c) Tax governance You will be responsible for leading our tax governance proposition, advising clients on tax strategy, risk management and controls. 2. Business development As a Managing Director, you will be expected to undertake business development activity to help grow the UK tax practice and the CFGI brand in the UK. Business development activities will include: Origination of tax opportunities on new and existing clients, drafting of proposals and involvement in the sales process (e.g. meetings, pitches, etc.). Teaming with partners and managing directors from other CFGI UK and US service areas (e.g. accounting advisory, business transformation) to identify and propose tax opportunities. Teaming with the CFGI US tax team to support with and identify UK tax opportunities on US clients. Identifying additional revenue streams with our clients. 3. Practice management and development In collaboration with the UK Tax Partner, you will be responsible for building and developing the UK tax practice. Your involvement and input will be required with the following: Recruiting new members of the tax team. Establishing career progression frameworks for the team and be involved in coaching and mentoring. Organising and leading tax technical training and development. As a managing director, you will also be expected to make a positive contribution to the activities of the wider CFGI UK practice. Skills and Competencies: Knowledge: Significant experience of UK tax reporting processes. Detailed knowledge of IFRS and UK GAAP; high level understanding of US GAAP desired. Significant experience of the UK tax return preparation process, and good technical understanding with common tax adjusting items such as interest deductibility, hybrid mismatches, loss utilization etc. Experience of responding to and managing HMRC tax enquiries. A good understanding / knowledge of cross-border tax matters would be highly desirable, e.g. transfer pricing, Pillar 2, country by country reporting etc. Skills: Strong track record of business development activity, in particular winning and expanding tax engagements with clients. Experienced with using Microsoft Excel and tax software packages. Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members. Excellent organizational skills, ability to multi-task, and work under deadlines. Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary. Demonstrated ability to be accountable for independently completing assignments. Capable of collaborating and communicating with people of different technical backgrounds and roles. Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving. Leadership skills that display good judgment and certainty in decision making, taking initiative with job-related demands, demonstrating innovative thinking and sound planning with business practices, managing individual performance toward shared organizational goals, and thinking strategically to set and accomplish goals. Other key characteristics: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building, and managing professionally healthy relationships, and continually developing awareness of business-related topics. As CFGI UK is newly established, it is very important that the successful candidate is willing to roll up their sleeves and get heavily involved in the delivery of client work in the early days, until more junior members of the tax team are recruited. Qualifications: Ten plus years of corporate tax experience with some of this time ideally spent in the Big 4. Professional accounting qualification (e.g. ACA, ACCA) required; additional tax qualification (e.g. CTA) strongly desired.
Position Overview: Risk Advisory Managers are project leaders who help our clients navigate the complexities of SOX, deliver internal controls focused projects, and coach and develop our people. Our clients represent a broad range of public or soon-to-be public companies, from new IPOs, mid and large cap companies, and Fortune 1000s. Principal Duties and Responsibilities: Project Delivery: Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects). Sets realistic deadlines with the client and internally with the team. Seen as the principle point of contact by the client and CFGI leadership for each project. Engagement Management: Schedules and manages teams/individuals of various staff level(s) based upon project need and scope. Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget. Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices. Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project's Partner. Technical Acumen: Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies. Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping. Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies. In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations. Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards. Education and Experience Requirements: 5+ years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum 3 years at a Big Four or a large national firm. Undergraduate degree in accounting or similar field from an accredited university. CPA or equivalent combined with solid accounting experience are preferred but not required. Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests. Excellent interpersonal, written, and oral communication skills, and ability to assimilate easily into teams. Strong analytical and critical thinking abilities. Excellent communication and presentation skills, both verbal and written. Exceptional virtual and in-person executive presence. Entrepreneurial nature, self-motivated, ethical, and dependable. As a professional, you must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines and/or client requests for travel, as necessary.
Feb 18, 2025
Full time
Position Overview: Risk Advisory Managers are project leaders who help our clients navigate the complexities of SOX, deliver internal controls focused projects, and coach and develop our people. Our clients represent a broad range of public or soon-to-be public companies, from new IPOs, mid and large cap companies, and Fortune 1000s. Principal Duties and Responsibilities: Project Delivery: Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects). Sets realistic deadlines with the client and internally with the team. Seen as the principle point of contact by the client and CFGI leadership for each project. Engagement Management: Schedules and manages teams/individuals of various staff level(s) based upon project need and scope. Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget. Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices. Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project's Partner. Technical Acumen: Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies. Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping. Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies. In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations. Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards. Education and Experience Requirements: 5+ years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum 3 years at a Big Four or a large national firm. Undergraduate degree in accounting or similar field from an accredited university. CPA or equivalent combined with solid accounting experience are preferred but not required. Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests. Excellent interpersonal, written, and oral communication skills, and ability to assimilate easily into teams. Strong analytical and critical thinking abilities. Excellent communication and presentation skills, both verbal and written. Exceptional virtual and in-person executive presence. Entrepreneurial nature, self-motivated, ethical, and dependable. As a professional, you must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines and/or client requests for travel, as necessary.
About CFGI: Corporate Finance Group, Inc. ("CFGI") was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today's complex accounting, reporting, compliance and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI can fulfill a variety of client needs without the restrictions of auditor independence. With a foundation of knowledge amassed while serving a variety of industries, CFGI is able to guide companies through a wide range of routine and complex business scenarios. The resulting partnership is an innovative resource with the power to address our clients' most crucial accounting, finance and operational challenges. We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep tax technical expertise. Many of our clients are global, market leading, publicly held companies, while others are privately held, early stage, or venture-backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and professional excellence is rewarded. In 2022, CFGI opened its London office (its first outside the US) and achieved fantastic revenue in the first full year of trading, primarily derived from the accounting advisory practice. In January 2023 the UK tax practice was formed and the UK tax partner is looking to quickly assemble a high-quality team of tax professionals to grow the tax business and provide clients with an exceptional and differentiated service. Overview of role: CFGI seeks a highly motivated tax director to join its UK tax team. This role will provide a fantastic opportunity for an individual who is driven, entrepreneurial and constantly looking to challenge the status quo around the UK tax services industry. You will be involved in all aspects of UK corporate tax (advisory, compliance, reporting and governance) and will have direct interaction with both our clients and senior members of the UK tax team in order to deliver these services. 1. Client service delivery a) Tax advisory You will be involved in tax advisory work likely to include the following: Ad hoc corporate tax advisory work originating from compliance engagements - e.g. loss planning and utilization, tax implications of trade and asset transfers, interest deductibility. Cash tax modelling exercises. Group simplification exercises. Tax due diligence for client transactions. Tax structuring for client transactions. It is likely that a significant proportion of tax advisory work will arise on private equity backed clients and therefore an advanced understanding of the tax implications of the private equity ownership model and the investment lifecycle are highly desirable. You should have knowledge / experience of advising clients on some or all of the following: Immediate post-acquisition tax actions, e.g. preparation of "post-acq tax checklist", implementation of any structural actions, remediation of key tax DD items, withholding tax management, and coverage of non-corporate tax items such as VAT on transaction costs. Refinancing, bolt-ons, group simplification and reorganization. Tax compliance related advisory (e.g. interest deductibility, anti-hybrids, transaction costs). Exit readiness (e.g. healthcheck reviews). Exit support (vendor assist role: tax DD support and negotiation, exit structuring, transaction balance sheet). b) UK corporation tax compliance, reporting and governance: You will be responsible for overseeing the preparation and submission of UK corporation tax returns for our clients. In collaboration with the UK Tax Partner, you will assist with the design and implementation of a UK corporation tax compliance service offering, that is high quality, efficient and cost effective for our clients, and optimizes the involvement of junior team members to manage the provision of these services and lead the day-to-day relationships with our clients. Your client engagements may also require you to have some involvement with tax reporting and governance matters. 2. Business development As CFGI is looking to rapidly expand in the UK, there will be plenty of opportunity to get involved in business development activities. As a director, you will be expected to undertake business development activity to help grow the UK tax practice and the CFGI brand in the UK. Business development activities will include: Assisting with the origination of tax opportunities on new and existing clients, drafting of proposals and involvement in the sales process (e.g. meetings, pitches, etc.). Teaming with colleagues from other CFGI UK and US service areas (e.g. accounting advisory, business transformation) to identify and propose tax opportunities. Teaming with the CFGI US tax team to support with and identify UK tax opportunities on US clients. Identifying additional revenue streams with our clients. Skills and Competencies: Knowledge: Significant experience of scoping, leading and managing UK tax advisory projects. Experience of working on UK transactions and involvement in diligence and structuring (e.g. for buyside buyout or bolt-on). Experience of the UK tax return preparation process, and good technical understanding with common tax adjusting items such as interest deductibility, hybrid mismatches, loss utilization etc. Knowledge of UK tax accounting and reporting processes under IFRS and UK GAAP. Experience of responding to and managing HMRC tax enquiries. High level knowledge / an appreciation of the principles of non-corporate tax areas, such as VAT, payroll taxes and share schemes. Knowledge / an appreciation of cross-border tax matters, e.g. transfer pricing, BEPS Pillar 2, country by country reporting etc. Skills: Experienced with using Microsoft Excel and tax software packages. Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members. Excellent organizational skills, ability to multi-task, and work under deadlines. Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary. Demonstrated ability to be accountable for independently completing assignments. Capable of collaborating and communicating with people of different technical backgrounds and roles. Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving. Other key characteristics: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building and managing professionally healthy relationships, and continually developing awareness of business-related topics. Qualifications: Seven plus years plus of corporate tax experience with some/all of this time ideally spent in the Big 4. Professional accounting qualification (e.g. ACA, ACCA) required; additional tax qualification (e.g. CTA) strongly desired.
Feb 18, 2025
Full time
About CFGI: Corporate Finance Group, Inc. ("CFGI") was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today's complex accounting, reporting, compliance and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI can fulfill a variety of client needs without the restrictions of auditor independence. With a foundation of knowledge amassed while serving a variety of industries, CFGI is able to guide companies through a wide range of routine and complex business scenarios. The resulting partnership is an innovative resource with the power to address our clients' most crucial accounting, finance and operational challenges. We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep tax technical expertise. Many of our clients are global, market leading, publicly held companies, while others are privately held, early stage, or venture-backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and professional excellence is rewarded. In 2022, CFGI opened its London office (its first outside the US) and achieved fantastic revenue in the first full year of trading, primarily derived from the accounting advisory practice. In January 2023 the UK tax practice was formed and the UK tax partner is looking to quickly assemble a high-quality team of tax professionals to grow the tax business and provide clients with an exceptional and differentiated service. Overview of role: CFGI seeks a highly motivated tax director to join its UK tax team. This role will provide a fantastic opportunity for an individual who is driven, entrepreneurial and constantly looking to challenge the status quo around the UK tax services industry. You will be involved in all aspects of UK corporate tax (advisory, compliance, reporting and governance) and will have direct interaction with both our clients and senior members of the UK tax team in order to deliver these services. 1. Client service delivery a) Tax advisory You will be involved in tax advisory work likely to include the following: Ad hoc corporate tax advisory work originating from compliance engagements - e.g. loss planning and utilization, tax implications of trade and asset transfers, interest deductibility. Cash tax modelling exercises. Group simplification exercises. Tax due diligence for client transactions. Tax structuring for client transactions. It is likely that a significant proportion of tax advisory work will arise on private equity backed clients and therefore an advanced understanding of the tax implications of the private equity ownership model and the investment lifecycle are highly desirable. You should have knowledge / experience of advising clients on some or all of the following: Immediate post-acquisition tax actions, e.g. preparation of "post-acq tax checklist", implementation of any structural actions, remediation of key tax DD items, withholding tax management, and coverage of non-corporate tax items such as VAT on transaction costs. Refinancing, bolt-ons, group simplification and reorganization. Tax compliance related advisory (e.g. interest deductibility, anti-hybrids, transaction costs). Exit readiness (e.g. healthcheck reviews). Exit support (vendor assist role: tax DD support and negotiation, exit structuring, transaction balance sheet). b) UK corporation tax compliance, reporting and governance: You will be responsible for overseeing the preparation and submission of UK corporation tax returns for our clients. In collaboration with the UK Tax Partner, you will assist with the design and implementation of a UK corporation tax compliance service offering, that is high quality, efficient and cost effective for our clients, and optimizes the involvement of junior team members to manage the provision of these services and lead the day-to-day relationships with our clients. Your client engagements may also require you to have some involvement with tax reporting and governance matters. 2. Business development As CFGI is looking to rapidly expand in the UK, there will be plenty of opportunity to get involved in business development activities. As a director, you will be expected to undertake business development activity to help grow the UK tax practice and the CFGI brand in the UK. Business development activities will include: Assisting with the origination of tax opportunities on new and existing clients, drafting of proposals and involvement in the sales process (e.g. meetings, pitches, etc.). Teaming with colleagues from other CFGI UK and US service areas (e.g. accounting advisory, business transformation) to identify and propose tax opportunities. Teaming with the CFGI US tax team to support with and identify UK tax opportunities on US clients. Identifying additional revenue streams with our clients. Skills and Competencies: Knowledge: Significant experience of scoping, leading and managing UK tax advisory projects. Experience of working on UK transactions and involvement in diligence and structuring (e.g. for buyside buyout or bolt-on). Experience of the UK tax return preparation process, and good technical understanding with common tax adjusting items such as interest deductibility, hybrid mismatches, loss utilization etc. Knowledge of UK tax accounting and reporting processes under IFRS and UK GAAP. Experience of responding to and managing HMRC tax enquiries. High level knowledge / an appreciation of the principles of non-corporate tax areas, such as VAT, payroll taxes and share schemes. Knowledge / an appreciation of cross-border tax matters, e.g. transfer pricing, BEPS Pillar 2, country by country reporting etc. Skills: Experienced with using Microsoft Excel and tax software packages. Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members. Excellent organizational skills, ability to multi-task, and work under deadlines. Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary. Demonstrated ability to be accountable for independently completing assignments. Capable of collaborating and communicating with people of different technical backgrounds and roles. Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving. Other key characteristics: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building and managing professionally healthy relationships, and continually developing awareness of business-related topics. Qualifications: Seven plus years plus of corporate tax experience with some/all of this time ideally spent in the Big 4. Professional accounting qualification (e.g. ACA, ACCA) required; additional tax qualification (e.g. CTA) strongly desired.
As a member of our Business Transformation team, you work as an extension of our client's team. Your work will focus on supporting the FP&A function of our client's finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions. Roles and Responsibilities: The FP&A Director is a key member of the Financial Planning and Analysis team and will help influence clients' financial and business decisions. Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision. Help develop finance strategies by assessing a client's business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. Preferred Skills: Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion). Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics). Project Management experience is a plus. Qualifications and Capabilities: Finance-focused with a minimum of twelve years of experience in finance and/or accounting. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required. Advanced understanding of the FP&A function within a finance organization. Extensive experience and understanding of three statement financials and associated modelling. Significant engagement management experience as well as business, practice, and people development. Ability to concurrently manage internal firm and external client requirements. Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. ERP technology understanding (SAP / Oracle / Workday, etc.). Experience leading projects/teams and the ability to lead key requirement workshops with clients. Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions.
Feb 17, 2025
Full time
As a member of our Business Transformation team, you work as an extension of our client's team. Your work will focus on supporting the FP&A function of our client's finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions. Roles and Responsibilities: The FP&A Director is a key member of the Financial Planning and Analysis team and will help influence clients' financial and business decisions. Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision. Help develop finance strategies by assessing a client's business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. Preferred Skills: Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion). Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics). Project Management experience is a plus. Qualifications and Capabilities: Finance-focused with a minimum of twelve years of experience in finance and/or accounting. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required. Advanced understanding of the FP&A function within a finance organization. Extensive experience and understanding of three statement financials and associated modelling. Significant engagement management experience as well as business, practice, and people development. Ability to concurrently manage internal firm and external client requirements. Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. ERP technology understanding (SAP / Oracle / Workday, etc.). Experience leading projects/teams and the ability to lead key requirement workshops with clients. Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions.
Position Overview: Risk Advisory Directors are critically important project leaders who help our clients navigate the complexities of SOX, deliver internal controls focused projects, and coach and develop our people. Our clients represent a broad range of public or soon-to-be public companies, from new IPOs, mid and large cap companies, and Fortune 1000s. Principal Duties and Responsibilities: Project Delivery: Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects). Executes projects with minimal supervision by more senior individuals. Sets realistic deadlines with the client and internally with the team. Seen as the principle point of contact by the client and CFGI leadership for each project. Engagement Management: Schedules and manages teams/individuals of various staff level(s) based upon project need and scope. Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget. Actively manages project budgets and evaluates whether there have been changes to budgetary assumptions; obtains client approval to perform any additional services in advance of incurring time. Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices. Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project's Partner. Technical Acumen: Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies. Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping. Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies. In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations. Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards. People Development: Leads by example. Provides constructive, in-the-moment feedback and formal written feedback. Identifies development opportunities for individuals and strategically schedules people in those roles. Responsible for the morale of their teams. Education and Experience Requirements: 10+ years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum 6 years at a Big Four or a large national firm. Undergraduate degree in accounting or similar field from an accredited university. CPA and/or MBA combined with solid accounting experience are preferred but not required. Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests. Excellent interpersonal, written, and oral communication skills, and ability to assimilate easily into teams. Strong analytical and critical thinking abilities. Excellent communication and presentation skills, both verbal and written. Exceptional virtual and in-person executive presence. Entrepreneurial nature, self-motivated, ethical, and dependable. As a professional, you must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines and/or client requests for travel, as necessary.
Feb 13, 2025
Full time
Position Overview: Risk Advisory Directors are critically important project leaders who help our clients navigate the complexities of SOX, deliver internal controls focused projects, and coach and develop our people. Our clients represent a broad range of public or soon-to-be public companies, from new IPOs, mid and large cap companies, and Fortune 1000s. Principal Duties and Responsibilities: Project Delivery: Leads multiple concurrent SOX projects in various maturity stages (new implementation, recurring projects, and limited/defined scope projects). Executes projects with minimal supervision by more senior individuals. Sets realistic deadlines with the client and internally with the team. Seen as the principle point of contact by the client and CFGI leadership for each project. Engagement Management: Schedules and manages teams/individuals of various staff level(s) based upon project need and scope. Effectively manages the workload of the various teams/individuals, while making progress towards project milestones to deliver work on-time and on-budget. Actively manages project budgets and evaluates whether there have been changes to budgetary assumptions; obtains client approval to perform any additional services in advance of incurring time. Ensures the team member timecards are submitted timely and accurately; responsible for the review of budget-to-actuals and review of invoices. Communicates project status frequently (via email, phone, virtually, and/or in person) to the client and to the project's Partner. Technical Acumen: Fluency in implementing SOX for newly public companies, including the design of age/stage appropriate controls, providing practical guidance and controls implementation and the management of/remediation of gaps and deficiencies. Expert proficiency in drafting and reviewing control design language, flowcharts, narratives, IPE, and determining system(s) and application(s) scoping. Advanced understanding of Big 4 sampling, testing, and deficiency evaluation methodologies. In-depth experience in the review of SOC-1 Type II reports and relevant CUEC mapping, including sub-service organizations. Working proficiency and understanding of IT General Controls, SEC guidance as it pertains to the SOX requirements for different filer types, PCAOB, and AICPA audit standards. People Development: Leads by example. Provides constructive, in-the-moment feedback and formal written feedback. Identifies development opportunities for individuals and strategically schedules people in those roles. Responsible for the morale of their teams. Education and Experience Requirements: 10+ years of direct, client service/ client facing experience in commercial audit, risk advisory, or technical accounting, with at a minimum 6 years at a Big Four or a large national firm. Undergraduate degree in accounting or similar field from an accredited university. CPA and/or MBA combined with solid accounting experience are preferred but not required. Strong project management skills with the ability to multi-task between responsibilities, prioritize and manage multiple requests. Excellent interpersonal, written, and oral communication skills, and ability to assimilate easily into teams. Strong analytical and critical thinking abilities. Excellent communication and presentation skills, both verbal and written. Exceptional virtual and in-person executive presence. Entrepreneurial nature, self-motivated, ethical, and dependable. As a professional, you must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines and/or client requests for travel, as necessary.
IT Risk Directors work closely with senior management of Fortune 500, mid-cap and start-up companies, as well as all levels of CFGI staff from Consultant to Partner. Engagements include IT Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments. CFGI Directors lead project teams and interact with clients and their external auditors (or other professional service firms) on all aspects of engagements, including: reviewing IT controls testing, process narratives, flow charts or procedures for other types of assessments; approving engagement scope, project plans, risk assessments, testing approach and specific procedures; identifying areas for improvement and value-add; preparing reports or other appropriately styled presentations of findings and recommendations; preparation for, and participation in Audit Committee meetings or other senior management meetings; developing and managing relationships with client management; managing engagement economics; business development with new and existing clients. Furthermore, Directors are seen as part of the Firm's leadership and have internal responsibilities for staff development, training, internal projects, and the continual improvement of the Risk Advisory team. Ideal candidates will possess the following: Certified CISA, CIA or other standard auditing certification combined with solid IT audit experience. 10+ years of experience in public accounting and/or industry performing IT audit, systems implementations, or Information Security; Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams; Strong technical skills and a working knowledge of SOX IT General Controls, COSO, SOC 1, and SOC 2; Awareness of ISO 27001, NIST standards, HIPAA, FAIR, and other relevant standards; Effective analytical and critical thinking abilities; Entrepreneurial nature, self-motivated, ethical, and dependable; Strong project management skills.
Feb 13, 2025
Full time
IT Risk Directors work closely with senior management of Fortune 500, mid-cap and start-up companies, as well as all levels of CFGI staff from Consultant to Partner. Engagements include IT Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments. CFGI Directors lead project teams and interact with clients and their external auditors (or other professional service firms) on all aspects of engagements, including: reviewing IT controls testing, process narratives, flow charts or procedures for other types of assessments; approving engagement scope, project plans, risk assessments, testing approach and specific procedures; identifying areas for improvement and value-add; preparing reports or other appropriately styled presentations of findings and recommendations; preparation for, and participation in Audit Committee meetings or other senior management meetings; developing and managing relationships with client management; managing engagement economics; business development with new and existing clients. Furthermore, Directors are seen as part of the Firm's leadership and have internal responsibilities for staff development, training, internal projects, and the continual improvement of the Risk Advisory team. Ideal candidates will possess the following: Certified CISA, CIA or other standard auditing certification combined with solid IT audit experience. 10+ years of experience in public accounting and/or industry performing IT audit, systems implementations, or Information Security; Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams; Strong technical skills and a working knowledge of SOX IT General Controls, COSO, SOC 1, and SOC 2; Awareness of ISO 27001, NIST standards, HIPAA, FAIR, and other relevant standards; Effective analytical and critical thinking abilities; Entrepreneurial nature, self-motivated, ethical, and dependable; Strong project management skills.
About CFGI: Corporate Finance Group, Inc. ("CFGI") was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today's complex accounting, reporting, compliance, and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI can fulfill a variety of client needs without the restrictions of auditor independence. We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep tax technical expertise. Many of our clients are global, market-leading, publicly held companies, while others are privately held, early-stage, or venture-backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and professional excellence is rewarded. We offer a flexible career progression model that allows for a variety of challenging opportunities throughout your career. In 2022, CFGI opened its London office (its first outside the US) and achieved fantastic revenue in the first full year of trading, primarily derived from the accounting advisory practice. In January 2023, the UK tax practice was formed, and the UK tax partner is looking to quickly assemble a high-quality team of tax professionals to grow the tax business and provide clients with an exceptional and differentiated service. Position Summary: CFGI seeks a highly motivated tax managing director to lead its UK M&A tax offering. CFGI's unique client base of venture/PE-backed privately held companies to global multi-billion-dollar FTSE500 Companies provides for a unique environment for highly motivated self-starters to continue and enhance their careers. This position reports directly to the Partner-in-Charge of Tax and will require an in-depth knowledge of taxation as it relates to strategic PE and corporate transactions in the mergers and acquisitions lifecycle. Our Transactions Tax specialists provide a variety of services, such as tax due diligence reviews (buy-side and sell-side), advice relating to private equity and similar structures, vendor assistance, and management tax planning. The successful candidate will work with business lines, service providers, and other tax professionals in fulfilling his or her responsibilities. Initially, tax work is not expected to require 100% of the executive's time for project management and billable work, as they will be asked to do other tasks including: Interviewing and recruiting new tax team members to work under their direction. Business Development activity, including getting to know the partners at CFGI within all verticals. Identifying additional revenue streams within our clients. Principal Responsibilities: Lead M&A tax projects in accordance with the firm's standard procedures and agreed arrangements with the client, including costs and billing logistics. Perform tax due diligence reviews, tax structuring, tax modelling, and various other pre- and post-deal services. Act as the main point of contact and manage client relationships, responding quickly to queries and internal teams. Research and prepare proposals for new work, as well as taking part in presentations to prospective clients. Support in strategic targeting and business development activity, particularly in the private equity space, with the Tax Partner. Act as a people manager, including delegation and taking an active role in individuals' training and career development via on-the-job coaching, delivering formal training, and carrying out requested feedback and career conversations. Skills and Competencies: Strong expertise in tax due diligence, structuring, fund flows, and SPA review, ideally with private equity clients. Exposure to portfolio company tax work, UK and cross-border tax planning, and withholding tax is preferred. Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members. Excellent organizational skills, ability to multi-task, and work under deadlines. Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary. Demonstrated ability to be accountable for independently completing assignments. Capable of collaborating and communicating with people of different technical backgrounds and roles. Education and Experience Requirements: Ten plus years of M&A tax experience in the Big-4 and/or next tier UK accounting firms. Significant experience of operating as a Senior Manager or Associate Director level (or equivalent) is necessary. Up-to-date knowledge of Transactions Tax, in a specialist capacity or as a Corporate Tax professional. Strong collaboration and teamwork skills, and an ability to adapt to changing priorities and learn new businesses quickly. Other key areas to consider: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building and managing professionally healthy relationships, and continually developing awareness of business-related topics. Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving. Leadership skills that display good judgment and certainty in decision making, taking initiative with job-related demands, demonstrating innovative thinking and sound planning with business practices, managing individual performance toward shared organizational goals, and thinking strategically to set and accomplish goals. Bachelor's degree in accounting with a preference in holding an accounting or tax professional certification (ATII, CTA, ideally along with an ACA, ACCA).
Feb 04, 2025
Full time
About CFGI: Corporate Finance Group, Inc. ("CFGI") was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today's complex accounting, reporting, compliance, and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI can fulfill a variety of client needs without the restrictions of auditor independence. We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep tax technical expertise. Many of our clients are global, market-leading, publicly held companies, while others are privately held, early-stage, or venture-backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and professional excellence is rewarded. We offer a flexible career progression model that allows for a variety of challenging opportunities throughout your career. In 2022, CFGI opened its London office (its first outside the US) and achieved fantastic revenue in the first full year of trading, primarily derived from the accounting advisory practice. In January 2023, the UK tax practice was formed, and the UK tax partner is looking to quickly assemble a high-quality team of tax professionals to grow the tax business and provide clients with an exceptional and differentiated service. Position Summary: CFGI seeks a highly motivated tax managing director to lead its UK M&A tax offering. CFGI's unique client base of venture/PE-backed privately held companies to global multi-billion-dollar FTSE500 Companies provides for a unique environment for highly motivated self-starters to continue and enhance their careers. This position reports directly to the Partner-in-Charge of Tax and will require an in-depth knowledge of taxation as it relates to strategic PE and corporate transactions in the mergers and acquisitions lifecycle. Our Transactions Tax specialists provide a variety of services, such as tax due diligence reviews (buy-side and sell-side), advice relating to private equity and similar structures, vendor assistance, and management tax planning. The successful candidate will work with business lines, service providers, and other tax professionals in fulfilling his or her responsibilities. Initially, tax work is not expected to require 100% of the executive's time for project management and billable work, as they will be asked to do other tasks including: Interviewing and recruiting new tax team members to work under their direction. Business Development activity, including getting to know the partners at CFGI within all verticals. Identifying additional revenue streams within our clients. Principal Responsibilities: Lead M&A tax projects in accordance with the firm's standard procedures and agreed arrangements with the client, including costs and billing logistics. Perform tax due diligence reviews, tax structuring, tax modelling, and various other pre- and post-deal services. Act as the main point of contact and manage client relationships, responding quickly to queries and internal teams. Research and prepare proposals for new work, as well as taking part in presentations to prospective clients. Support in strategic targeting and business development activity, particularly in the private equity space, with the Tax Partner. Act as a people manager, including delegation and taking an active role in individuals' training and career development via on-the-job coaching, delivering formal training, and carrying out requested feedback and career conversations. Skills and Competencies: Strong expertise in tax due diligence, structuring, fund flows, and SPA review, ideally with private equity clients. Exposure to portfolio company tax work, UK and cross-border tax planning, and withholding tax is preferred. Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members. Excellent organizational skills, ability to multi-task, and work under deadlines. Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary. Demonstrated ability to be accountable for independently completing assignments. Capable of collaborating and communicating with people of different technical backgrounds and roles. Education and Experience Requirements: Ten plus years of M&A tax experience in the Big-4 and/or next tier UK accounting firms. Significant experience of operating as a Senior Manager or Associate Director level (or equivalent) is necessary. Up-to-date knowledge of Transactions Tax, in a specialist capacity or as a Corporate Tax professional. Strong collaboration and teamwork skills, and an ability to adapt to changing priorities and learn new businesses quickly. Other key areas to consider: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building and managing professionally healthy relationships, and continually developing awareness of business-related topics. Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving. Leadership skills that display good judgment and certainty in decision making, taking initiative with job-related demands, demonstrating innovative thinking and sound planning with business practices, managing individual performance toward shared organizational goals, and thinking strategically to set and accomplish goals. Bachelor's degree in accounting with a preference in holding an accounting or tax professional certification (ATII, CTA, ideally along with an ACA, ACCA).
Cybersecurity: Governance, Risk, and Compliance Director CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to assist the office of the CFO through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles from technical accounting advisor, M&A support, tax services, etc. delivering seamless support services. Technical & Domain Experience: Build cybersecurity Process Risk & Control frameworks for clients that are rationalized against applicable laws and standards. Conduct Risk Assessment and Maturity Assessments for clients. Audit Control definition and control testing against client's Internal Audit framework, or against industry standards or laws & regulations. Conduct Cybersecurity and Data Privacy Compliance readiness assessments for clients Guide clients in establishing cybersecurity policies, standards, and procedures. Manage cybersecurity training & awareness services for clients from design to implementation. Advise clients on cybersecurity functions' metrics and reporting for various levels of client audiences including Audit Committee, and Board of Directors. Be the client's Subject Matter Expert on compliance questions for cybersecurity regulations and industry practices. Provide governance services for clients to oversee their cybersecurity functions and practices, including governance over: Policies & Procedures, Risk Management, Vulnerability Management, Incident Management, etc. Assist clients in implementing market GRC tools. Lead Third Party Risk Management (TPRM) for clients, including designing and operationalizing a TPRM framework, reviewing existing and new vendors for client, and provide ongoing monitoring services. Needs strong understanding/experience of the UK regulatory compliance landscape in Cybersecurity / Data Privacy space and its impact on businesses. Process & Project Management Experience: Ability to prioritize and multitask. Flexibility and adaptability in work approach. Ability to manage project plans for client various data privacy engagements, including creating tasks, timeline and budgets. Ability to report to leadership and clients on status updates periodically, including progress and challenges. Soft Skills: Strong interpersonal and communication skills; experience with cross-cultural communications. Calmness and clarity of thought under pressure and ability to maintain confidentially. Train other staff and external clients, as necessary. Agile and flexible, capable of dealing with ambiguity, and confronting challenges and opportunities with speed, endurance, and decisiveness. Manage a team of consultants and managers on various projects. Technical Qualifications / Certifications: Bachelor's degree in business, computer science, information systems, engineering, or a related discipline. Strong knowledge in national and global industry practices and regulations in Cybersecurity and Data Privacy, including NIST CSF, CIS, PCI DSS, HIPAA, ISO27001, CMMC, FedRAMP, SOX, GDPR, CCPA, etc. Industry certifications would be preferred but not required: CISSP, CISM, etc.
Dec 06, 2022
Full time
Cybersecurity: Governance, Risk, and Compliance Director CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to assist the office of the CFO through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles from technical accounting advisor, M&A support, tax services, etc. delivering seamless support services. Technical & Domain Experience: Build cybersecurity Process Risk & Control frameworks for clients that are rationalized against applicable laws and standards. Conduct Risk Assessment and Maturity Assessments for clients. Audit Control definition and control testing against client's Internal Audit framework, or against industry standards or laws & regulations. Conduct Cybersecurity and Data Privacy Compliance readiness assessments for clients Guide clients in establishing cybersecurity policies, standards, and procedures. Manage cybersecurity training & awareness services for clients from design to implementation. Advise clients on cybersecurity functions' metrics and reporting for various levels of client audiences including Audit Committee, and Board of Directors. Be the client's Subject Matter Expert on compliance questions for cybersecurity regulations and industry practices. Provide governance services for clients to oversee their cybersecurity functions and practices, including governance over: Policies & Procedures, Risk Management, Vulnerability Management, Incident Management, etc. Assist clients in implementing market GRC tools. Lead Third Party Risk Management (TPRM) for clients, including designing and operationalizing a TPRM framework, reviewing existing and new vendors for client, and provide ongoing monitoring services. Needs strong understanding/experience of the UK regulatory compliance landscape in Cybersecurity / Data Privacy space and its impact on businesses. Process & Project Management Experience: Ability to prioritize and multitask. Flexibility and adaptability in work approach. Ability to manage project plans for client various data privacy engagements, including creating tasks, timeline and budgets. Ability to report to leadership and clients on status updates periodically, including progress and challenges. Soft Skills: Strong interpersonal and communication skills; experience with cross-cultural communications. Calmness and clarity of thought under pressure and ability to maintain confidentially. Train other staff and external clients, as necessary. Agile and flexible, capable of dealing with ambiguity, and confronting challenges and opportunities with speed, endurance, and decisiveness. Manage a team of consultants and managers on various projects. Technical Qualifications / Certifications: Bachelor's degree in business, computer science, information systems, engineering, or a related discipline. Strong knowledge in national and global industry practices and regulations in Cybersecurity and Data Privacy, including NIST CSF, CIS, PCI DSS, HIPAA, ISO27001, CMMC, FedRAMP, SOX, GDPR, CCPA, etc. Industry certifications would be preferred but not required: CISSP, CISM, etc.