CFGI
Financial Services
FinanceValueCreation-Consultant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Finance Value Creation - Consultant at CFGI. Skills: Financial modeling, Financial analysis, Value creation, Performance reporting. Support value creation playbooks. Develop financial performance frameworks”
What You'll Achieve.
Deliver measurable financial outcomes
Industry & Context.
Problem-solving
What They're Looking For.
Must Have
Bachelor's degree, 2-5 years experience, Financial modeling, Analytical capabilities, Advanced Excel, Advanced PowerPoint, Financial reporting experience, Variance analysis experience, Reconciliations experience, Attention to detail, Financial rigor, Excellent communication, Problem-solving abilities
Nice to Have
Experience in transaction advisory, Experience in financial due diligence, Experience in FP&A, Experience in valuation, Experience in consulting, Private equity-backed experience, Value creation experience, Benefits realization experience, EBITDA improvement experience, Executive dashboards experience, KPI reporting experience, Private equity client exposure, Portfolio company exposure, Power BI experience, Tableau experience, Alteryx experience, Anaplan experience, Adaptive experience, CPA, CFA, Progress toward certification
What You'll Do.
Support value creation playbooks
Develop financial performance frameworks
Conduct financial analyses
Conduct operational analyses
Conduct business performance analyses
Track realized savings
Track projected savings
Perform financial reconciliations
Perform variance analyses
Track benefits realization
Develop business cases
Support opportunity sizing
Build financial models
Assess cost reduction
Assess margin improvement
Assess revenue growth
Assess working capital opportunities
Support performance reporting
Provide financial updates
Validate financial impact
Validate value capture
Prepare financial analyses
Prepare presentations
Support strategic finance initiatives
Support special projects
How You'll Work.
Team & Collaboration
Work with CFGI leadership; Partner with initiative owners
Communication Scope
Executive-level financial updates; Board-ready financial analyses; Presentations
Full Job Description
## Description CFGI 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. The Consultant will work closely with CFGI leadership to quantify opportunities, validate savings, track EBITDA impact, and support delivery of measurable financial outcomes. Key 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. Required Qualifications: 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 at a MBB firm (McKinsey, Bain, BCG) or Big4 is preferred. 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 Qualifications: Experience in transaction adv
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