As a Capital Markets Director, you'll lead IPO readiness and debt offerings, mentor junior staff, and provide technical accounting guidance while ensuring high-quality project deliverables.
Capital Markets - Director
Join CFGI’s Capital Markets practice and lead transformative transactions that shape the future of our clients. As a Director, you’ll drive help drive our client’s approach to IPO readiness, debt offerings, and other high-impact transactions—managing multiple workstreams with precision and delivering results that matter. We’re looking for passionate, hungry team players who thrive in fast-paced environments, bring deep technical expertise, and inspire those around them. You’ll mentor and develop talented professionals, foster collaboration, and help build a culture where excellence and teamwork are the standard. If you want to make a measurable difference for clients and your team, this is where you can do it.
Take ownership of your career at CFGI:
· Gain exposure to a wide range of industries and/or projects.
· Make a true business impact with your clients.
· Own projects from start to finish.
· Experience client interaction and thrive in a client-facing role.
· Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
· Create your own path.
· Enjoy what you do!
What you might expect:
· Advise private and public companies on IPO readiness, debt offerings, and other liquidity events.
· Lead delivery of IPO readiness projects, including organizational maturity assessments, SEC registration statement drafting, and financial statement preparation.
· Coordinate engagement delivery across multiple workstreams, including technical accounting, SEC reporting, internal controls, and finance transformation.
· Provide technical accounting guidance for transaction-related events, including acquisitions, divestitures, debt offerings, and IPOs.
· Draft technical accounting and policy whitepapers and memos.
· Serve as a subject matter expert in SEC reporting and pro forma financial reporting.
· Mentor and lead junior team members, fostering their professional growth through feedback and coaching.
· Maintain responsibility for quality project deliverables, meeting communicated timelines, and proactively addressing conflicts or issues.
· Play an active role in the firm’s recruiting, client relationship building, and business development efforts.
Who you are:
· Bachelor’s Degree in Accounting.
· CPA license (or equivalent).
· At least five years of experience in public accounting, capital markets advisory, or related roles.
· Prior experience leading accounting and finance advisory projects across multiple workstreams (e.g., technical accounting, SEC reporting, internal controls/SOX, capital markets, finance transformation).
· Strong technical skills with deep knowledge of U.S. GAAP and/or IFRS.
· Experience with SEC reporting, IPOs, debt offerings, and private placements.
· Exceptional communication and interpersonal skills, with the ability to lead difficult conversations with clients, team members, and other stakeholders.
· Proven leadership and mentorship capabilities in a professional services environment.
· Professional financial statement and report writing experience.
· Highly organized, self-motivated, and proactive in identifying client needs and driving solutions.
Top Skills
Ifrs
Sec Reporting
U.S. Gaap
CFGI Boston, Massachusetts, USA Office
One Lincoln Street, 13th Floor, Boston, MA, United States, 02111
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