CFGI

Financial Services

FinanceValueCreation-Consultant

$115–165k ~AI est. United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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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