Full-Time
Complex Securities
Manager
Confirmed live in the last 24 hours
CFGI
501-1,000 employees
Financial consulting and interim management services
Senior
United States
Hybrid position in the United States.
- 5+ 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, guideline public company/ transaction, excess earnings, relief from royalty, with/without, comparative sales and replacement cost methods, capital asset pricing model, etc.
- 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.
- 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.
- Creating and managing models and templates, including Monte Carlo simulation and binomial lattice models, to help in valuing financial instruments.
- Conduct risk and credit assessments.
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
Private
Total Funding
N/A
Headquarters
Boston, Massachusetts
Founded
2000
6 month growth
↓ -84%1 year growth
↓ -84%2 year growth
↓ -84%
Simplify's Take
What believers are saying
- The backing of major investors like CVC and Carlyle provides CFGI with substantial financial resources for growth and innovation.
- Partnerships with companies like SecurityScorecard enable CFGI to offer advanced cybersecurity evaluations, adding value to their service portfolio.
- The firm's diverse service offerings, from technical consulting to private equity services, provide employees with varied career development opportunities.
What critics are saying
- The competitive landscape in financial consulting is intense, requiring CFGI to continuously innovate to maintain its edge.
- Integration challenges from acquisitions, such as PAS Financial Advisory AG, could disrupt operations and affect service quality.
What makes CFGI unique
- CFGI's ability to serve as an extension of a company's finance team, offering roles from technical advisor to interim CFO, sets it apart from traditional consulting firms.
- Their expertise in niche areas like Robotic Process Automation (RPA) and valuation provides specialized services that many competitors lack.
- The recent acquisition of PAS Financial Advisory AG enhances CFGI's global reach and strengthens its position in the European market.
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