About the role

Aplyr's Quick Take

This role is for a consultant focused on business valuations, helping clients with complex debt and equity transactions. You'll analyze financial data, prepare reports, and advise on financial strategies, primarily for public and private companies. It's an individual contributor role that requires strong analytical and communication skills.

Good fit

Ideal candidates have 2+ years of valuation experience, preferably with a background in finance or accounting. Those who thrive here are detail-oriented, analytical, and comfortable working independently while also collaborating with clients.

Worth noting

The role emphasizes strong writing skills for client deliverables, which is often overlooked in similar positions. Experience with Big 4 firms is a plus, indicating a competitive environment.

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.

Work you’ll do:

· 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.

Qualifications you’ll need:

· 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.

Skills & Tags

go ai sales

Aplyr's read

CFGI stands out as a top-tier consulting firm, attracting experienced professionals in finance, accounting, and technology across diverse industries.
Synthesized from recent postings & public sources

What's promising

•CFGI offers specialized roles in finance, accounting, and technology, appealing to experts in these fields.
•The firm provides opportunities for senior management positions, indicating a focus on experienced leadership.
•CFGI's involvement in diverse industries allows for varied and dynamic project experiences.

What to watch

•Limited public information about CFGI's work-life balance and company culture.
•The high number of senior roles suggests potential limited entry-level opportunities.
•Rapid growth may lead to challenges in maintaining consistent company values and culture.

Why CFGI

•CFGI's focus on finance, accounting, and technology solutions sets it apart in the consulting landscape.
•The firm's expertise in private equity and venture capital cybersecurity is a distinct niche.
•CFGI attracts top talent for specialized roles, emphasizing its reputation in high-level consulting.

Aplyr’s read is generated by AI from public sources. Was it useful?