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CFGI Tech Stack

Big 4–independent accounting and advisory for CFOs and PE firms

Business Consulting and Services Boston, MA 501–1,000 employees Founded 2000 Privately Held

CFGI is a 1,000+ person accounting and advisory firm founded in 2000 to serve CFOs and private equity clients without the constraints of Big 4 auditor independence rules. The tech stack is finance-platform heavy (SAP, Oracle, Workday, Anaplan, OneStream, Cognos, Tableau) — typical of firms managing complex financial transformations — but notably shows zero adopting or replacing activity, suggesting operational stability rather than active modernization. Hiring is concentrated in finance and accounting roles (71 of 93 open positions) across manager and director levels, reflecting a consulting-services model scaling delivery rather than platform expansion.

Tech Stack 33 technologies

Core StackSAP Oracle Workday Tableau Power BI Power Query NetSuite Dynamics 365 Salesforce Python Smartsheet Asana Monday.com Visio RPA Planful Anaplan Excel OneStream Cognos Oracle Hyperion Alteryx Fusion Hyperion Oracle Business Intelligence Workiva Yardi Business Central Microsoft Office Microsoft Project+3 more

What CFGI Is Building

Challenges

  • Operational due diligence
  • Vendor selection and implementation of epm tools
  • Streamlining processes
  • Complex accounting issues
  • M&a integration
  • New accounting standards implementation
  • Tax due diligence risk identification
  • Complex tax reporting landscape
  • Optimizing existing epm solutions
  • Enhancing tax compliance reporting

Active Projects

  • Process improvement projects and implementation of changes
  • Firm initiatives for improvements
  • Operational due diligence for complex transactions
  • New accounting standards implementation
  • Research and documentation projects related to new asc accounting standards
  • Carving out business units/subsidiaries
  • Financial reporting valuations for business combinations
  • Integration with client senior management
  • Tax due diligence projects
  • Cybersecurity training & awareness services

Hiring Activity

Decelerating95 roles · 15 in 30d

Department

Finance
71
Consulting
4
Security
4
Ops
3
Data
2
Executive
2
Legal
2
Risk
1

Seniority

Manager
27
Mid
26
Director
21
Senior
12
Staff
2
Junior
1
Lead
1

Notable leadership hires: Accounting Advisory Director, Tax Director, Managing Director, Director, Risk Advisory Director

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About CFGI

CFGI provides accounting, tax, valuation, transaction advisory, and restructuring services to mid-market and enterprise clients globally. The firm operates from over 30 offices across the Americas, Europe, and Asia Pacific, drawing on teams with Big 4 background to address complex finance problems for CFOs, private equity sponsors, and transaction parties. Core service areas include technical accounting, capital markets advisory, ESG, transaction due diligence, interim management, and cybersecurity consulting. The business model pairs advisory depth (valuations, tax due diligence, M&A carve-outs, integration support) with implementation capability (process improvement, ERP/EPM tooling, financial reporting automation).

HeadquartersBoston, MA
Company Size501–1,000 employees
Founded2000
Hiring MarketsUnited Kingdom, United States, France, Ireland

Frequently Asked Questions

What is CFGI's tech stack?

CFGI uses SAP, Oracle, Workday, Anaplan, OneStream, Cognos, Tableau, Alteryx, Power BI, NetSuite, Salesforce, Dynamics 365, and Python, among others — a comprehensive suite spanning ERP, finance planning, BI, and RPA.

Where is CFGI headquartered?

CFGI is headquartered in Boston, MA and operates from over 30 offices across the Americas, Europe, and Asia Pacific regions. Current hiring spans the United States, United Kingdom, France, and Ireland.

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