Capital Markets - Director

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.