Finance Value Creation - Consultant

Cfgi; United States; On-site; USD 75,000 - 95,000; Full time

Job summary

CFGI is looking for a Consultant in the United States to enhance private equity value creation initiatives and drive portfolio company performance improvements. This role concentrates on delivering measurable financial outcomes through in-depth financial analysis and business case development.

The ideal candidate will possess strong financial modeling skills and collaborate with leadership to support various strategic finance initiatives, thereby contributing to enhanced EBITDA impact and value capture.

Qualifications

• 2-5 years of experience in FP&A, transaction advisory, strategic finance, consulting, or operational finance.
• Strong financial reporting, variance analysis, and reconciliations experience.
• Attention to detail and financial rigor.

Responsibilities

• Support development of value creation playbooks and financial performance frameworks.
• Conduct financial, operational, and business performance analyses.
• Prepare board-ready financial analyses and dashboards.

Skills

Financial modeling

Analytical capabilities

Excel

PowerPoint

Communication

Problem-solving

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

Tools

Power BI

Tableau

Anaplan

Adaptive

Job 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.
• 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 advisory, financial due diligence, FP&A, valuation, consulting, or private equity-backed environments at a MBB firm (McKinsey, Bain, BCG) or Big4 is preferred.
• Experience supporting value creation, benefits realization, or EBITDA improvement programs.
• Experience building executive dashboards and KPI reporting.
• Exposure to private equity clients or portfolio companies.
• Experience with Power BI, Tableau, Alteryx, Anaplan, Adaptive, or similar tools.
• CPA, CFA, or progress toward certification.