CFGI: Detailed Company Information & Corporate Profile

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Summary

CFGI is an independent business consultancy headquartered in Boston, MA, operating within the Greater Boston DMA since its founding in 2000. With a workforce of between 500 and 1,000 professionals, the firm reports revenues ranging from $500 million to $1 billion.

Specializing across diverse domains, CFGI delivers expertise in RPA, valuation, technical consulting, interim management, corporate tax, private equity services, software and services, healthcare and sciences, financial services and banking, life sciences, risk advisory, real‑estate and REITs, manufacturing, community banking, technology, IT risk advisory, finance transformation, CFO services, and robotic process automation.

The leadership team includes Enkeleda Gjeci (Senior Manager Advisory Services), Peyton Kellner (Senior Manager), Claire Weigand (Manager, Accounting Advisory), Daniel Breihan (Senior Manager – Risk Advisory), Rebecca Suter (Manager, Risk Advisory), Petra Macias Medrano (Senior Manager), Pam Helfert (Senior Manager – Finance Effectiveness), Elizabeth Belsky (Manager, Cybersecurity Practice), Yoshuhiro (Sr Manager – Accounting Advisory at CFGI a Carlyle and CVC Portfolio Company), Jack Vogtle (Manager – Fund Administration), Christopher Zemlicka (Manager), Bryan Seck (Partner, CFGI Managed Services), Mike (Financial Planning and Analysis Manager), RongZhen Li (Senior Manager), George Catechis (Consultant), and Ana Gordina (Senior Manager).

CFGI Websitecfgi.com
Social Links
linkedIn
Phone Number(617) 531-8270
Industries
CFGI Headquarters AddressOne Lincoln Street, Boston, MA, 02111 US
Company Size500-1000 employees
Specialities & ServicesRPA, Valuation, Technical Consulting, Interim Management, Corporate Tax, Private Equity Services, Software and Services, Healthcare and Sciences, Financial Services and Banking, Life Sciences, Risk Advisory, Real Estate and REITS, Manufacturing, Community Banking, Technology, IT Risk Advisory, Robotic Process Automation, Finance Transformation, CFO Services
SIC Code7380, 8742
NAICS Code541611 Administrative Management and General Management Consulting Services, 541612 Human Resources Consulting Services, 541613 Marketing Consulting Services, 541614 Process, Physical Distribution, and Logistics Consulting Services, 561312 Executive Search Services
DMA CodeGreater Boston
Founded2000
Estimated Annual Revenue$500M - 1B
Operating StatusIndependent Company
Updated:2026-09-23

Competitors

Name
Founded
Type
Employees
2006Privately
Held
500 - 1.0K
1999Privately
Held
25 - 100
1987Privately
Held
100 - 250
1996- 100-200

Estimated Website Traffic

The chart shows a growth in traffic to the cfgi.com website. In August, traffic increased to 3542, compared to 3501 in the previous month. The highest traffic in 2026 was recorded in January, reaching 3968 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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CFGI's workforce includes employees across a wide range of tenure levels.

3% have been with the company for less than 1 year6% have been with the company for 1 to 2 years9% have been with the company for 3 to 4 years20% have been with the company for 5 to 7 years9% have been with the company for 8 to 10 years54% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from CFGI
Bradley Deiso
Bradley DeisoManaging Director
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Enkeleda Gjeci
Enkeleda GjeciSenior Manager Advisory Services
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Peyton Kellner
Peyton KellnerSenior Manager
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Claire Weigand
Claire WeigandManager, Accounting Advisory
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Daniel Breihan
Daniel BreihanSenior Manager - Risk Advisory
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Rebecca Suter
Rebecca SuterManager, Risk Advisory
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Petra Macias Medrano
Petra Macias MedranoSenior Manager
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Pam Helfert
Pam HelfertSenior Manager - Finance Effectiveness
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Elizabeth Belsky
Elizabeth BelskyManager, Cybersecurity Practice
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Yoshuhiro
YoshuhiroSr Manager - Accounting Advisory at CFGI a Carlyle and CVC Portfolio Company
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Bryan Seck
Bryan SeckPartner, CFGI Managed Services
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Mike
MikeFinancial Planning and Analysis Manager
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RongZhen Li
RongZhen LiSenior Manager
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Ana Gordina
Ana GordinaSenior Manager
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Ed Gulliver
Ed GulliverSenior Manager - FP&A Advisory
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Kevin Liscovitz
Kevin LiscovitzManaging Director - Value Creation
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CFGI Corporate Information: FAQ

CFGI operates in the Business Consultancy industries. More details can be found on the official website: cfgi.com.
CFGI has offices located in Boston, US.
The headquarters of CFGI are located in Boston, United States.
The current CEO of CFGI is Nick Nardone
You can contact CFGI by phone at (617) 531-8270.
CFGI currently employs 500-1000 people.
Well-known competitors of CFGI include Consero Global, CFO Strategic Partners, B2B CFO® and vcfo.

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