Lead transaction advisory engagements providing financial due diligence, analyze company data, coach junior members, and manage client interactions.
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
Top Skills
Alteryx
Gaap
Excel
Power BI
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