CFGI

Financial Planning and Analysis

• Lead engineers building per-client month-end close automations from ERP extraction through transformation and posted journal entries
• Own delivery relationships with accounting teams and understand client close requirements, workpapers, accounting processes, and correct outputs
• Maintain architectural boundaries between the CFGI platform and client-specific automation packages
• Keep extraction, authentication, staging, and journal-entry posting in Elixir while limiting Python to the SQLMesh transformation layer
• Drive bespoke client automation toward reusable platform capabilities and configurable workflows
• Establish controls over automation outputs, including tie-outs, zero-delta checks, reconciliations, exception handling, and human review and approval gates
• Lead ms-automations per-client packages, including NetSuite and QuickBooks Online implementations, SQLMesh transformation trees, and the Parquet seam
• Oversee vendoring into cfgi-platform and workflow built-ins for managed-services deliverables
• Guide ERP integration development through NetSuite SuiteQL and QuickBooks Online
• Maintain mock seams allowing integrations to be tested without live client credentials
• Oversee DuckDB and SQLMesh transformation pipelines and accounting deliverables such as workpapers and journal-entry files
• Mentor and manage automation engineers, establish standards, review technical decisions, and develop team capabilities
• Manage a roadmap across concurrent client engagements while balancing delivery, platform development, technical debt, and reusable automation
• Partner with Managed Services, accounting, technology, and product stakeholders

Automation Leader

Operations

• Analyze business performance across financial, operational, commercial, and organizational dimensions.
• Develop and maintain dashboards, scorecards, and reporting tools that provide visibility into business and initiative performance.
• Conduct detailed analyses of revenue, profitability, productivity, utilization, customer, and operational metrics.
• Aggregate and synthesize data from multiple sources to support executive decision-making and business reviews.
• Prepare executive-level reports, presentations, and performance summaries for leadership meetings and operating reviews.
• Support forecasting, scenario analysis, and business planning through quantitative analysis and modeling.
• Support special projects, strategic initiatives, and ad hoc analyses requested by executive leadership.
• Work closely with senior leaders to measure progress against strategic objectives, identify opportunities for improvement, and support initiatives driving growth, profitability, and operational excellence.

Automation Leader

Analyst, Performance and Operations Analytics