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
Similar Jobs
Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software • Big Data Analytics • Automation
Lead the platform product management team, define strategy and roadmap, enhance integration ecosystems, and build relationships with customers, while guiding a diverse team of product managers to accelerate product delivery.
Top Skills:
AIAPIsApplication Development ToolsDeveloper ToolingIntegration ArchitectureRestfulShared Services
Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software • Big Data Analytics • Automation
As Principal Product Manager, you'll drive the evolution of PagerDuty's developer platform, focusing on API integration and developer experience, while collaborating closely with engineering and AI teams.
Top Skills:
APIsRestful ApisSaaS
Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software • Big Data Analytics • Automation
The Senior Product Manager will lead the AIOps product development, focusing on customer needs, product lifecycle, and collaboration with engineers and design teams.
Top Skills:
Api-First DevelopmentSQL
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
