CFGI · 5 months ago
Business Enterprise - Consultant
United States
Full-time
Remote
Entry Level
2+ years expCFGI is a company that specializes in valuation services, helping clients navigate complex debt and equity transactions. The role involves performing financial reporting valuations, advising clients on business plans, and conducting various valuation analyses for financial and tax reporting purposes.
AccountingConsultingFinancial Services
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
Qualification
Required
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
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
Preferred
Experience in valuation of complex debt and equity instruments is strongly preferred
CFA, ASA, ABV is preferred
Company
CFGI
CFGI is a corporate finance and financial consulting firm that specializes in complex accounting, reporting, tax, and compliance issues.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
The Carlyle Group
2021-09-15Acquired
2018-03-01Private Equity
Leadership Team
Nicholas J. Nardone
Co-CEO
Steven M Michienzi
Chief Financial Officer
Recent News
Research and Markets
2025-09-02
Computer Weekly
2025-07-10
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