Finance & Accounting Advisory – Managing Director

CFGI

. Take ownership of strategic client relationships .

Posted 11/3/2026full-timeSalt Lake City • Utah • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in strategic client relationship management, technical accounting, and financial reporting, with a strong focus on driving business development and mentoring future leaders. Proven ability to navigate complex transactions and regulatory compliance while delivering exceptional client service.

Highest-signal resume keywords

12+ Years Experience In Public AccountingBig 4 Firm ExperienceSEC Reporting ExpertiseClient Relationship ManagementBusiness Development

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Technical AccountingFinancial ReportingIPO AdvisoryM&A TransactionsRegulatory ComplianceEngagement StrategyQuality AssuranceRevenue GrowthPerformance ManagementOperational Transformation

Soft Skills

Outstanding Communication SkillsInfluencing Executive StakeholdersAnalytical ThinkingOrganizational SkillsMentoring And Development

Certifications & Qualifications

CPA License

Industry Keywords

Client PortfoliosThought LeadershipMarket DevelopmentPrivate EquityFinancial Transactions

About the role

Key responsibilities & impact

Take ownership of strategic client relationships
Lead complex, high-impact engagements across industries and complex accounting topics
Serve as a trusted advisor to executive leadership on technical accounting, financial reporting, transactions, and strategic business initiatives
Build and expand long-term client relationships while growing CFGI's market presence
Drive firm initiatives, contribute to thought leadership, and develop the next generation of leaders
Advise executive leadership on complex accounting, financial reporting, IPO, M&A, carve-out, divestiture, capital markets, and other strategic transactions
Lead and oversee engagement strategy, staffing, execution, quality, economics, and client satisfaction
Guide clients through SEC reporting and regulatory compliance, including Forms 10-K, 10-Q, S-1, S-4, registration statements, and technical accounting matters
Drive business development through new client acquisition, relationship expansion, proposal leadership, networking, and market development
Contribute to practice growth through methodology development, internal training, thought leadership, and continuous improvement
Mentor and develop professionals across all levels while fostering collaboration, accountability, and excellence

Requirements

What you’ll need

12+ years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting/finance
Minimum of 2 years of experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC)
Experience serving as a trusted advisor to executive stakeholders, including CFOs, CAOs, Controllers, Audit Committees, Boards of Directors, private equity sponsors, founders, and investors
Experience leading significant client portfolios, business units, industry verticals, or service lines, including responsibility for engagement quality, client satisfaction, revenue growth, and strategic planning
Demonstrated success originating new business, expanding existing client relationships, developing referral networks, and contributing to practice growth through thought leadership, networking, speaking engagements, or market development
Experience developing senior leaders, building high-performing teams, and contributing to recruiting, succession planning, performance management, and organizational growth initiatives
Experience advising clients on complex accounting, financial reporting, transaction, regulatory, operational, or finance transformation matters while serving as an executive-level problem solver during significant business events
CPA license listed as nice to have
Experience with SEC reporting, IPO readiness, registration statements, or public-company financial reporting environments listed as nice to have
Experience preparing or reviewing technical accounting memoranda and advising on complex accounting matters listed as nice to have
Experience supporting significant transactions listed as nice to have
Outstanding interpersonal, written, and verbal communication skills
Ability to influence executive stakeholders and drive strategic decisions
Proactive in identifying client needs and developing long-term trusted advisor relationships
Highly organized with the ability to lead large client portfolios, multiple teams, and competing priorities
Effective analytical and critical thinking abilities
Entrepreneurial, self-motivated, ethical, and dependable
High energy with a commitment to exceptional client service, talent development, and business growth

Benefits

Comp & perks

Flexibility of office, remote, and client-site work locations (engagement specific)