Capital Markets - Director
United States
Accounting Advisory /
Hybrid
Capital Markets - Director
Join CFGI’s Capital Markets practice and lead transformative transactions that shape the future of our clients. As a Director, you’ll drive help drive our client’s approach to IPO readiness, debt offerings, and other high-impact transactions—managing multiple workstreams with precision and delivering results that matter. We’re looking for passionate, hungry team players who thrive in fast-paced environments, bring deep technical expertise, and inspire those around them. You’ll mentor and develop talented professionals, foster collaboration, and help build a culture where excellence and teamwork are the standard. If you want to make a measurable difference for clients and your team, this is where you can do it.
Take ownership of your career at CFGI:
· Gain exposure to a wide range of industries and/or projects.
· Make a true business impact with your clients.
· Own projects from start to finish.
· Experience client interaction and thrive in a client-facing role.
· Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
· Create your own path.
· Enjoy what you do!
What you might expect:
· Advise private and public companies on IPO readiness, debt offerings, and other liquidity events.
· Lead delivery of IPO readiness projects, including organizational maturity assessments, SEC registration statement drafting, and financial statement preparation.
· Coordinate engagement delivery across multiple workstreams, including technical accounting, SEC reporting, internal controls, and finance transformation.
· Provide technical accounting guidance for transaction-related events, including acquisitions, divestitures, debt offerings, and IPOs.
· Draft technical accounting and policy whitepapers and memos.
· Serve as a subject matter expert in SEC reporting and pro forma financial reporting.
· Mentor and lead junior team members, fostering their professional growth through feedback and coaching.
· Maintain responsibility for quality project deliverables, meeting communicated timelines, and proactively addressing conflicts or issues.
· Play an active role in the firm’s recruiting, client relationship building, and business development efforts.
Who you are:
· Bachelor’s Degree in Accounting.
· CPA license (or equivalent).
· At least five years of experience in public accounting, capital markets advisory, or related roles.
· Prior experience leading accounting and finance advisory projects across multiple workstreams (e.g., technical accounting, SEC reporting, internal controls/SOX, capital markets, finance transformation).
· Strong technical skills with deep knowledge of U.S. GAAP and/or IFRS.
· Experience with SEC reporting, IPOs, debt offerings, and private placements.
· Exceptional communication and interpersonal skills, with the ability to lead difficult conversations with clients, team members, and other stakeholders.
· Proven leadership and mentorship capabilities in a professional services environment.
· Professional financial statement and report writing experience.
· Highly organized, self-motivated, and proactive in identifying client needs and driving solutions.
