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Full-Time

Complex Securities Valuation

Managing Director

Posted on 6/27/2024

CFGI

CFGI

501-1,000 employees

Financial consulting and business transformation services

Financial Services
Consulting

Expert

United States

Category
Asset Management
Corporate Finance
Risk Management
Finance & Banking
Requirements
  • Eight to ten plus years of experience performing valuation analyses for financial reporting purposes
  • In-depth understanding of generally accepted valuation approaches
  • Experience in valuation of complex debt and equity instruments
  • Strong excel modeling skills
  • Exceptional writing skills
  • Strong analytical and problem-solving skills
  • Bachelor's degree in finance, economics, accounting, or business
  • CFA, ASA, ABV is preferred
Responsibilities
  • Valuation of common stock securities of private enterprises for financial and tax reporting purposes
  • Valuation of complex derivatives and debt instruments for financial reporting purposes
  • Create and manage models and templates for valuing financial instruments
  • Conduct risk and credit assessments
  • Ensure quality control and resolve valuation-related questions and concerns
  • Contribute towards growth, business development, and talent development
  • Advise clients on business plan development and strategic investment decisions

CFGI specializes in financial consulting services, offering accounting advisory, risk management, cybersecurity, and valuation, with a focus on robotic process automation for finance and accounting operations. The company also provides business transformation solutions.

Company Stage

Private

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

2000

Growth & Insights
Headcount

6 month growth

1%

1 year growth

4%

2 year growth

12%