Support private equity value-creation and operational improvement initiatives through program governance, initiative tracking, analytics, executive reporting, dashboarding, KPI tracking, cross-functional coordination, and delivery of actionable insights and recommendations to leadership.
CFGI is seeking a Consultant to support private equity value creation initiatives, operational improvement programs, and strategic internal initiatives.
This role will focus on initiative governance, program management, analytics, executive reporting, and general management support. The Consultant will work closely with CFGI leadership to drive execution, track progress, surface risks, develop insights, and support delivery of measurable business outcomes.
Key Responsibilities:- Support development of value creation playbooks and operational improvement frameworks.
- Coordinate initiative tracking, milestone management, and performance reporting.
- Establish and maintain governance tools, workplans, risk logs, and status updates.
- Support executive operating reviews, steering committee meetings, and leadership updates.
- Conduct operational, market, and business performance analyses.
- Build executive dashboards, scorecards, and board-ready presentations.
- Track KPIs, risks, dependencies, and implementation progress across initiatives.
- Facilitate cross-functional coordination across initiative owners and business leaders.
- Synthesize complex analyses into clear insights and recommendations.
- Support strategic initiatives and special projects across the organization.
- Bachelor’s degree in Business, Economics, Engineering, Mathematics, Finance, Analytics, or related field.
- Two to five years of experience in consulting, corporate strategy, business analytics, operations, program management, or operational improvement at a MBB firm (McKinsey, Bain, BCG) or Big4 is preferred.
- Strong analytical and structured problem-solving capabilities.
- Advanced Excel and PowerPoint skills.
- Strong project management and organizational skills.
- Ability to manage multiple workstreams and deadlines simultaneously.
- Excellent communication and executive presentation skills.
- Experience at a consulting firm, corporate strategy team, operations team, or private equity-backed company.
- Experience supporting value creation, operational improvement, or performance management initiatives.
- Experience building executive dashboards, KPI reporting, and leadership materials.
- Exposure to private equity clients or portfolio companies.
- Experience with Power BI, Tableau, Alteryx, Smartsheet, Monday.com, or similar tools.
- Experience supporting governance processes, executive meetings, or cross-functional programs.
CFGI Boston, Massachusetts, USA Office
One Lincoln Street, 13th Floor, Boston, MA, United States, 02111
Similar Jobs
Consulting • Financial Services
Support private equity value creation and portfolio performance programs through financial analysis, modeling, reconciliations, business case development, benefits realization tracking, and executive reporting to quantify and capture EBITDA improvements.
Top Skills:
AdaptiveAlteryxAnaplanExcelPower BIPowerPointTableau
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Lead the global obligations management function: design and maintain a centralized obligations register, map legal and partner mandates to controls, manage RFI knowledge base and audit register, ensure traceability and remediation, partner with regional legal/compliance/audit teams, and scale the team and GRC tooling to replace manual trackers.
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Maintain data integrity and quality through advanced testing and validation of ETL pipelines. Analyze complex data issues, build solutions, mentor junior staff, engage with clients, and support continuous improvement across data management, governance, and pipeline orchestration.
Top Skills:
Apache AirflowAWSAws GlueAzureETLInformatica Data Quality (Idq)PrefectPythonQlikSnowflakeSQL
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories


