Automated Finance: Delivery – Consultant
CFGI’s Automated Finance practice delivers finance and accounting solutions by managing ongoing operations below the CFO level. We partner with clients to execute critical day-to-day accounting processes, maintain accurate financial data, support recurring close activities, and improve the efficiency and consistency of finance operations through standardized processes, technology, and automation.
We are seeking a hands-on Consultant to support the day-to-day delivery of Automated Finance engagements. This role is primarily focused on executing recurring accounting and finance processes, including invoice and accounts payable processing, transaction entry, account maintenance, reconciliations, journal entries, close support, and other operational accounting activities. Consultants work closely with CFGI Managers, Senior Managers, and client teams to ensure accounting activities are completed accurately and on time while supporting efficient, scalable finance operations.
Roles & Responsibilities
Perform recurring finance and accounting activities, including invoice entry, invoice coding, accounts payable processing, transaction entry, and maintenance of accounting records.
Support procure-to-pay processes, including invoice processing, vendor-related activities, payment support, and resolution of routine transaction issues.
Perform data entry and maintain accurate financial and operational information within client accounting systems and related schedules.
Prepare account reconciliations and investigate routine differences or outstanding items.
Prepare and post journal entries and other recurring accounting transactions as assigned.
Support month-end and year-end close activities through reconciliations, transaction processing, supporting schedules, and other defined accounting tasks.
Assist with accounts receivable, cash application, order-to-cash, record-to-report, or other recurring accounting processes based on client needs.
Prepare routine financial and operational reports, supporting schedules, and client deliverables.
Follow established client procedures, accounting policies, internal controls, and documentation requirements.
Identify recurring process issues, exceptions, or opportunities to improve the accuracy and efficiency of accounting operations.
Support the standardization and automation of repetitive finance and accounting activities.
Collaborate with CFGI team members and client stakeholders to resolve transaction-processing and accounting issues and support accurate, timely service delivery.
Participate in knowledge sharing, training, and other Automated Finance practice initiatives.
What you must have
2–6 years of experience performing recurring accounting or finance operations within corporate accounting, outsourced accounting, Automated Finance, shared services, public accounting/audit, or a comparable accounting environment.
What sets you apart
Bachelor’s degree in Account