Teams at CFGI

Leads multiple concurrent SOX and internal controls advisory projects for public and pre-IPO companies. Manages client engagements, budgets, staffing, milestones, deliverables, and executive communications. Provides expert guidance on control design, process documentation, system scoping, sampling, testing, deficiency evaluation, SOC 1 reports, IT general controls, SEC requirements, PCAOB standards, and remediation. Develops team members through coaching, feedback, and strategic assignments while maintaining team morale and client relationships.

Senior Manager leading accounting advisory engagements for clients, executives, and auditors. Responsibilities include managing project teams, addressing complex accounting issues, supporting IPOs and other transactions, ensuring financial and regulatory compliance, implementing new accounting standards, improving processes, mentoring staff, and contributing to recruiting, client relationships, and business development.

Perform SOX/internal audit and operational reviews: map processes, create control narratives and RCMs, design and execute tests, document results, draft reports, and recommend remediation.