Full-Time

Financial Due Diligence

Posted on 4/18/2024

CFGI

501-1,000 employees

Financial consulting and business transformation services

Consulting

Financial Services

Compensation Overview

$75,000 - $105,000Annually

+ Bonus + Incentives

Junior, Mid

United States

Required Skills

Communications

Data Analysis

Excel/Numbers/Sheets

Requirements

Strong current knowledge of GAAP
Ability to multi-task between responsibilities, prioritize and handle multiple requests
Strong analytical ability
Excellent verbal/written communication and presentation skills
Expertise in Microsoft Excel for the use of data analysis, including the use of pivot tables, v lookups, arrays, PowerPivot, PowerQuery, etc.
Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures
At least three years of experience working in an assurance or transaction advisory role within a Big Four firm
Professional services background
CPA preferred
Bachelor’s degree in the Financial/Accounting field from an accredited university
Ability to travel up to 20%, depending on client needs

Responsibilities

Support buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to corporations and private equity investors
Analyze target company data to identify historical and projected operating trends, quality of earnings/assets, pro forma financials, working capital calculations, debt and debt-like items and other potential liabilities/risks which impact valuation of and negotiation with the target company
Responsible for working with senior team members on multiple complex engagements simultaneously
Manage and coordinate approach of client, CFGI engagement teams, and third- party diligence providers throughout the transaction process

Consultant– Transaction Advisory: Financial Due Diligence

About CFGI

Corporate Finance Group, Inc. (“CFGI”) was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today’s complex accounting, reporting, compliance and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI is able to fulfill a variety of client needs without the restrictions of auditor independence.

We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep technical expertise. Many of our clients are global, market leading, publicly held companies, while others are privately held, private equity-owned, early stage or venture backed emerging businesses. Here at CFGI, we place a high value on a culture of continued learning, where teamwork is encouraged, and excellent professional service is rewarded. We offer a flexible career progression model that allows for a variety of very challenging opportunities throughout your career.

Principal Responsibilities:

· Support buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to corporations and private equity investors.

· Analyze target company data to identify historical and projected operating trends, quality of earnings/assets, pro forma financials, working capital calculations, debt and debt-like items and other potential liabilities/risks which impact valuation of and negotiation with the target company.

· Responsible for working with senior team members on multiple complex engagements simultaneously.

· Manage and coordinate approach of client, CFGI engagement teams, and third- party diligence providers throughout the transaction process.

Skills and Competencies:

· Strong current knowledge of GAAP.

· Ability to multi- task between responsibilities, prioritize and handle multiple requests.

· Strong analytical ability.

· Excellent verbal/written communication and presentation skills.

· Expertise in Microsoft Excel for the use of data analysis, including the use of pivot tables, v lookups, arrays, PowerPivot, PowerQuery, etc.

· Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures.

Education and Experience Requirements:

· At least three years of experience working in an assurance or transaction advisory role within a Big Four firm.

· Professional services background.

· CPA preferred.

· Bachelor’s degree in the Financial/Accounting field from an accredited university.

· Ability to travel up to 20%, depending on client needs.

CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual’s skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $75,000 - $105,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance.

CFGI

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Website

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CFGI specializes in providing financial consulting services, including accounting advisory, risk management, cybersecurity, and valuation, with a focus on robotic process automation for finance and accounting operations. Additionally, the company offers business transformation solutions.

Company Stage

Private

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

2000

Growth & Insights

Headcount

6 month growth

↑ 3%

1 year growth

↑ 1%

2 year growth

↑ 16%