Financial Due Diligence - Managing Director

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