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.
· 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.
· 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.
What We Do
CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include:
» Technical Consulting
» Interim Management
» Corporate Tax
» Private Equity Services
» Valuation
» Robotic Process Automation (RPA)