Full-Time

Business Enterprise

Consultant

Posted on 4/18/2024

CFGI

501-1,000 employees

Provides financial consulting and business transformation solutions

Consulting

Financial Services

Mid

United States

Requirements

2+ 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

Financial reporting valuations for business combinations
Valuation of goodwill and asset impairment testing
Valuation of common stock securities of private enterprises
Valuation of complex derivatives and debt instruments
Valuation for tax purposes
Advising clients on business plan development

As part of the CFGI Valuation Practice your job will be to help clients in navigating through various complex debt and equity transactions in a multifaceted business environment. We advise a multitude of public companies and private enterprises operating in a variety of industries on a wide range of valuation considerations related to financial and tax reporting.

Our Valuation Services professionals work on a wide range of services including valuation of business enterprises, complex debt and equity instruments, and intangible assets for mergers and acquisitions, divestitures, IPOs, dispute resolution, financial reporting, and tax purposes.

Work you’ll do:

·Financial reporting valuations for business combinations (purchase price allocations), including enterprise valuation and intangible assets, inventory, deferred revenue, contingent consideration, debt and equity components analyses.

·Valuation of goodwill and asset impairment testing for financial reporting purposes.

·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.

·Valuation for tax purposes, including federal, state, local, international and personal tax, as well as services related to a client’s allocation of purchase price for tax purposes only.

·Advising clients on business plan development, strategic investment decisions, or other financial objectives.

Qualifications you’ll need:

·2+ 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.

·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.

CFGI

View

Website

View Company Profile

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

↑ 3%

1 year growth

↑ 1%

2 year growth

↑ 15%