Financial Risk Advisory

About the role

You will act as a project leader guiding clients through the intricate requirements of SOX compliance while delivering focused internal controls initiatives. In this capacity, you will coach and develop team members to elevate their technical and professional skills. You will serve as the primary liaison between the client and Cfgi leadership for every engagement you manage. You will oversee multiple concurrent projects, adapting your approach to organizations at various maturity levels. You will implement age and stage appropriate controls for entities navigating IPO or growth phases. You will leverage expert proficiency to interpret complex regulatory guidance and translate it into practical control frameworks. You will ensure that project delivery remains aligned with client expectations, timelines, and budget constraints. You will foster an environment of entrepreneurial accountability and ethical execution within your engagements.

Key facts

What you'll do

You will lead the end-to-end delivery of SOX projects, ensuring seamless execution from inception to completion. You will schedule and oversee teams of varying staff levels, allocating resources efficiently based on project scope and need. You will manage multiple concurrent engagements, balancing priorities to meet strict project milestones on time and on budget. You will act as the principle point of contact, communicating project status frequently through email, phone, virtual meetings, and in-person visits. You will review team member timecards to ensure they are submitted in a timely and accurate manner. You will analyze budget-to-actuals and oversee the review of invoices to maintain financial accuracy. You will demonstrate fluency in implementing SOX for newly public companies, designing controls appropriate to their developmental stage. You will utilize expert proficiency in drafting control design language, creating flowcharts, writing narratives, and mapping IPE. You will conduct advanced evaluations of Big Four sampling, testing, and deficiency identification methodologies. You will review SOC-1 Type II reports and perform CUEC mapping, including considerations for sub-service organizations. You will maintain working proficiency in IT General Controls and apply SEC, PCAOB, and AICPA audit standards to SOX requirements. You will adapt your approach for different filer types, ensuring all technical requirements are met. You will communicate project status transparently to clients and leadership to ensure alignment and trust. You will exercise strong project management skills to multitask responsibilities and prioritize competing requests effectively.

Requirements

You must possess a minimum of 5 years of direct, client service or client facing experience within commercial audit, risk advisory, or technical accounting. Of these 5 years, you must have accumulated a minimum of 3 years at a Big Four or a large national firm. You must hold an undergraduate degree in accounting or a similar field from an accredited university. You must hold a CPA or equivalent certification combined with solid accounting experience, which is preferred but not required. You must demonstrate strong project management skills with the ability to multi-task between responsibilities, prioritize tasks, and manage multiple requests simultaneously. You must possess excellent interpersonal, written, and oral communication skills. You must assimilate easily into diverse teams and collaborate effectively with peers. You must have strong analytical and critical thinking abilities to solve complex problems. You must have excellent communication and presentation skills, both verbal and written. You must project exceptional virtual and in-person executive presence in all interactions. You must have an entrepreneurial nature, being self-motivated, ethical, and dependable in all professional duties. You must understand the unique pressures of client service and the occasional challenges of unpredictable working hours to meet project deadlines. You must be prepared to fulfill client requests for travel as necessary to support project objectives.

Practical notes

The role of Risk Advisory Manager at Cfgi demands a high level of professionalism and resilience. The successful candidate will navigate the complexities of SOX implementations and recurring control projects with confidence. This position requires a deep understanding of financial controls and the ability to apply that knowledge across various industries. You will be responsible for ensuring that control environments are robust, effective, and compliant with regulatory standards. The position involves significant client interaction, requiring the ability to build trust and manage expectations. You will work closely with senior leadership to provide strategic guidance on internal control matters. The role necessitates a proactive approach to identifying risks and implementing timely solutions. You will be expected to mentor junior team members and contribute to their professional development. The position requires a commitment to quality and accuracy in all deliverables. You will be accountable for the successful execution of project plans and the achievement of client objectives. The role offers the opportunity to work on diverse engagements in the London market. This position is ideal for a candidate seeking a challenging and rewarding career in risk advisory. The environment is dynamic and requires adaptability. You will be expected to uphold the highest standards of integrity and confidentiality. The position is integral to the delivery of high-quality advisory services. You will play a key role in the growth and success of both the client and the firm. This position requires a willingness to travel as dictated by project needs. The role is suited for a self-starter who thrives in a client-facing capacity. You will be responsible for managing the entire project lifecycle. The position requires a strong command of accounting principles and regulatory frameworks. You will be expected to perform under tight deadlines and manage multiple priorities. 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The role is suitable for a candidate with a customer-centric mindset. You will be responsible for achieving project outcomes. The position requires a high level of engagement. You will be expected to take ownership of your work. The role is suitable for a candidate with a passion for process improvement. You will be responsible for enhancing client value. The position requires a dedication to professional growth. You will be expected to contribute to the development of others. The role is suitable for a candidate with a strong educational background. You will be responsible for applying best practices. The position requires a commitment to the firm's values. You will be expected to embody the principles of integrity. The role is suitable for a candidate with a history of successful project delivery. You will be responsible for maintaining client relationships. The position requires a high level of engagement. You will be expected to contribute to the firm's reputation. 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