Full-Time

Business Enterprise

Consultant

Confirmed live in the last 24 hours

CFGI

CFGI

1,001-5,000 employees

Financial consulting and interim management services

Consulting
Financial Services

Junior, Mid

United States

Hybrid position in the United States.

Category
Financial Consulting
Consulting
Requirements
  • 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.
Responsibilities
  • 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.

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

Growth & Insights
Headcount

6 month growth

42%

1 year growth

42%

2 year growth

42%
Simplify Jobs

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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