Managing Director – Transaction Advisory: Financial Due Diligence
About CFGI
Corporate Finance Group, Inc. (“CFGI”) was founded in 2000 by former Big 4 professionals. CFGI is an established industry leader with the resources to successfully navigate today’s complex accounting, reporting, compliance and tax landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI is able to fulfill a variety of client needs without the restrictions of auditor independence.
We provide our clients with a unique combination of integrity, flexibility, creative solutions, and deep technical expertise. Many of our clients are global, market leading, publicly-held companies, while others are privately held, private equity-owned, early stage or venture backed emerging businesses. Here at CFGI we place a high value on a culture of continued learning, where teamwork is encouraged and excellence professional service is rewarded. We offer a flexible career progression model that allows for a variety of very challenging opportunities throughout your career.
Principal 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.
Skills/Competencies:
·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
Education/Experience Requirements:
·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
·CPA preferred
·Bachelor’s degree in the Financial/Accounting field from an accredited university
·Ability to travel up to 20%, depending on client needs
