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CFGI · 2 days ago

Financial Due Diligence - Managing Director

United States

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

CFGI is an established leader in the financial advisory industry, providing comprehensive transaction advisory services. The Managing Director will lead financial due diligence engagements, analyze target company data, and coach junior team members while managing client relationships throughout the transaction process.

AccountingConsultingFinancial Services

Work & Life Balance

Responsibilities

Lead 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 coaching junior 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

Lead or co-lead go-to-market, networking and client outreach efforts in your local market or in your area of industry expertise with other senior CFGI leaders

Qualification

GAAPFinancial Due DiligenceMicrosoft ExcelAnalytical AbilityCPACommunication SkillsTeam LeadershipTime Management

Required

Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to corporations and private equity investors

Responsible for coaching junior 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

Lead or co-lead go-to-market, networking and client outreach efforts in your local market or in your area of industry expertise with other senior CFGI leaders

Strong current knowledge of GAAP

Ability to primary ownership of key client relationships, in conjunction with coordinating partner as applicable

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

Familiarity/working knowledge with advanced data tools such as Alteryx, Power BI, 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 ten years of experience working in transaction advisory role with the majority of that time being in the Big Four

Professional services background

Bachelor's degree in the Financial/Accounting field from an accredited university

Ability to travel up to 20%, depending on client needs