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CFGI

Business Enterprise - Consultant

Reposted 15 Days Ago
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Remote
Hybrid
Hiring Remotely in United States
Junior
Remote
Hybrid
Hiring Remotely in United States
Junior
Help clients navigate complex debt and equity transactions, providing valuation services for financial and tax reporting across various industries.
The summary above was generated by AI

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.

Top Skills

Abv
Asa
Cfa
Excel
HQ

CFGI Boston, Massachusetts, USA Office

One Lincoln Street, 13th Floor, Boston, MA, United States, 02111

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