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 multi-faceted 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 reporting, mergers/acquisitions, and tax reporting.
Our Valuation Practice 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.
Work you’ll do:
· Financial reporting valuations for business combinations (purchase price allocations), including enterprise valuation and intangible assets, inventory, deferred revenue, contingent consideration, and 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.
Qualifications you’ll need:
· 8+ 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.
CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual’s skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $150,000 – $180,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance.