Teams at CFGI

Lead CFGI’s Complex Securities Valuation practice, serving as senior advisor on sophisticated financial-instrument and equity valuation engagements. Oversee methodologies, models, teams, quality, budgets, timelines, and client delivery while advising executives, boards, auditors, and finance leaders. Build strategic client relationships, drive business development, mentor senior professionals, and contribute to practice growth, technical guidance, recruiting, and thought leadership.

Lead an engineering team delivering automated month-end close pipelines for client accounting teams. Oversee ERP integrations, SQLMesh and DuckDB transformations, journal-entry outputs, controls, reconciliations, exception handling, and approval workflows. Maintain architectural boundaries across Elixir, Python, and platform components while converting bespoke client solutions into reusable capabilities. Manage technical roadmaps, multiple client engagements, engineering standards, and team development while partnering with accounting, delivery, technology, and product stakeholders.

Lead finance transformation projects, advising CFOs on operational improvements, managing client relationships, and mentoring team members.