Business Enterprise - Consultant

Summary

CFGI is a financial consulting firm that supports CFOs and organizations with accounting, financial reporting, transactions, regulatory compliance, and digital transformation. The Consultant will support valuation engagements involving business enterprises, intangible assets, and complex financial instruments by performing valuation analyses, developing financial models, preparing client deliverables, and collaborating with engagement teams, clients, auditors, and advisors.

Responsibilities

• Support valuation engagements for business enterprises, intangible assets, complex debt and equity instruments, and other financial reporting and tax purposes
• Perform valuation analyses related to business combinations (ASC 805), goodwill and long-lived asset impairment testing (ASC 350), fair value measurements (ASC 820), and stock compensation (ASC 718)
• Assist with purchase price allocations, goodwill impairment analyses, 409A valuations, complex securities valuations, and tax-related valuation engagements
• Develop discounted cash flow models, market approach analyses, guideline public company analyses, guideline transaction analyses, and other valuation methodologies
• Prepare valuation reports, technical memoranda, financial analyses, exhibits, and client-ready presentation materials
• Collaborate with CFGI engagement teams, client management, auditors, and third-party advisors throughout the engagement lifecycle
• Participate in internal practice development initiatives while expanding technical valuation expertise

Skills

• 2-5 years of experience performing business valuation, financial reporting valuation, transaction valuation, or valuation advisory services
• Experience performing valuation analyses supporting financial reporting, tax reporting, mergers and acquisitions, or strategic transactions
• Excellent interpersonal, written, and verbal communication skills with the ability to collaborate across client and engagement teams
• Strong analytical and structured problem-solving abilities
• Highly organized with the ability to manage multiple priorities and project deadlines
• Entrepreneurial, self-motivated, adaptable, ethical, and dependable
• Experience applying ASC 805, ASC 350, ASC 820, ASC 718, or other fair value and financial reporting guidance
• Experience performing business enterprise valuations, purchase price allocations, goodwill impairment testing, 409A valuations, or complex securities valuations
• Strong understanding of accepted valuation methodologies, including discounted cash flow (DCF), market approach, income approach, guideline public company, guideline transaction, relief-from-royalty, excess earnings, replacement cost, and other commonly accepted valuation techniques
• Experience valuing complex debt instruments, equity securities, derivatives, or other complex financial instruments
• Strong financial modeling and advanced Microsoft Excel skills
• Experience with a Big 4, national accounting firm, valuation advisory practice, or specialized valuation consulting firm
• CFA, ASA, ABV, or active progress toward a professional valuation credential
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Experience preparing technical valuation reports, memoranda, and client deliverables
• Exposure to private equity, venture capital, IPOs, carve-outs, or complex transaction environments
• High energy with a commitment to delivering exceptional client service

Qualifications

Must Haves

• 2-5 years of experience performing business valuation, financial reporting valuation, transaction valuation, or valuation advisory services
• Experience performing valuation analyses supporting financial reporting, tax reporting, mergers and acquisitions, or strategic transactions
• Excellent interpersonal, written, and verbal communication skills with the ability to collaborate across client and engagement teams
• Strong analytical and structured problem-solving abilities
• Highly organized with the ability to manage multiple priorities and project deadlines
• Entrepreneurial, self-motivated, adaptable, ethical, and dependable

Nice to Haves

• Experience applying ASC 805, ASC 350, ASC 820, ASC 718, or other fair value and financial reporting guidance
• Experience performing business enterprise valuations, purchase price allocations, goodwill impairment testing, 409A valuations, or complex securities valuations
• Strong understanding of accepted valuation methodologies, including discounted cash flow (DCF), market approach, income approach, guideline public company, guideline transaction, relief-from-royalty, excess earnings, replacement cost, and other commonly accepted valuation techniques
• Experience valuing complex debt instruments, equity securities, derivatives, or other complex financial instruments
• Strong financial modeling and advanced Microsoft Excel skills
• Experience with a Big 4, national accounting firm, valuation advisory practice, or specialized valuation consulting firm
• CFA, ASA, ABV, or active progress toward a professional valuation credential
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Experience preparing technical valuation reports, memoranda, and client deliverables
• Exposure to private equity, venture capital, IPOs, carve-outs, or complex transaction environments
• High energy with a commitment to delivering exceptional client service

Benefits

• Full Time employment
• Hybrid work model