Full-Time
Complex Securities Valuation
Managing Director
Confirmed live in the last 24 hours
CFGI
1,001-5,000 employees
Financial consulting and interim management services
Senior, Expert
United States
Hybrid position in the United States.
- Eight to ten plus years of experience performing valuation analyses for financial reporting purposes (ASC 805, ASC 350, ASC 820, ASC 718) is required.
- Big 4 experience is a plus.
- In-depth understanding of generally accepted valuation approaches (cost, market and income), including discounted cash flow, with/without, Monte Carlo simulation, binomial lattice, Black-Scholes calculations and Option Pricing Method ("OPM") allocations, capital asset pricing model, etc.
- Experience in valuation of complex debt and equity instruments is strongly preferred.
- Strong excel modeling skills.
- Exceptional writing skills in preparation of valuation reports, exhibits, memos, and other client deliverables/communication.
- Strong analytical and problem-solving skills, as well as team building, interpersonal and communication skills.
- Bachelor's degree in finance, economics, accounting, or business.
- CFA, ASA, ABV is preferred.
- Comfortable in a fast-paced environment, managing an array of overlapping deadlines for various projects and clients.
- Valuation of common stock securities of private enterprises for financial and tax reporting purposes (409a analysis).
- Valuation of complex derivatives and debt instruments for financial reporting purposes.
- Create and manage models and templates, including Monte Carlo simulation and binomial lattice models, to help in valuing financial instruments.
- Conduct risk and credit assessments.
- Ensure quality control and collaboratively resolving valuation-related questions and concerns of CEOs/CFOs, controllers, and auditors.
- Contribute towards growth, business development, and talent development.
- Advise clients on business plan development, strategic investment decisions, or other financial objectives.
CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, M&A support, and interim management for positions like Controller or CFO. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.
Company Stage
Acquired
Total Funding
N/A
Headquarters
Boston, Massachusetts
Founded
2000
6 month growth
↑ 42%1 year growth
↑ 42%2 year growth
↑ 42%
Simplify's Take
What believers are saying
- CFGI's corporate tax services benefit from increasing global tax regulation complexity.
- Rising demand for virtual CFO services boosts CFGI's interim management offerings.
- CFGI's technical consulting services gain from more detailed financial reporting requirements.
What critics are saying
- Integration challenges from acquiring PAS Financial Advisory AG may affect efficiency.
- Partnership with SecurityScorecard Inc. could expose CFGI to cybersecurity risks.
- APAC expansion with FloQast may face regulatory hurdles and local competition.
What makes CFGI unique
- Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.
- CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.
- CFGI's expertise in RPA aligns with growing digital transformation trends in finance.
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