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Full-Time

Financial Due Diligence – Senior Manager

Confirmed live in the last 24 hours

CFGI

CFGI

501-1,000 employees

Financial consulting and interim management services

Consulting
Fintech
Financial Services
Legal

Senior, Expert

United States

Category
Financial Consulting
Consulting
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 eight 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

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

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.