CFGI · 3 days ago
Financial Due Diligence - Manager
United States
Full-time
Hybrid
Senior Level
5+ years expCFGI is an established industry leader in the financial services sector, specializing in accounting and compliance solutions. The Financial Due Diligence Manager will support buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to clients, while managing multiple complex engagements simultaneously.
AccountingConsultingFinancial Services
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
Qualification
Required
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
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 five years of experience working in an assurance or transaction advisory role within a Big Four firm
Bachelor's degree in the Financial/Accounting field from an accredited university
Ability to travel up to 20%, depending on client needs
Preferred
Professional services background and CPA 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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