Financial Due Diligence - Managing Director at CFGI

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Consulting, Private EquityIndustries

Requirements

At least ten years of experience working in a 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
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
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

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

Key technologies and capabilities for this role

Financial Due DiligenceTransaction AdvisoryBuy-Side DiligenceSell-Side DiligenceQuality of EarningsWorking Capital AnalysisPro Forma FinancialsDebt AnalysisValuation ImpactTeam Coaching

Questions & Answers

Common questions about this position

What is the compensation for the Managing Director role?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What key skills are required for this Managing Director position?

Required skills include strong current knowledge of GAAP, strong analytical ability, excellent verbal/written communication and presentation skills, ability to multi-task and prioritize, and expertise in Microsoft Excel for data analysis including pivot tables, VLOOKUPs, arrays, PowerPivot, and PowerQuery.

What is the company culture like at CFGI?

CFGI values a culture of continued learning, encourages teamwork, and rewards excellence in professional service, while offering a flexible career progression model with challenging opportunities.

What makes a strong candidate for this Financial Due Diligence Managing Director role?

Strong candidates will have experience leading transaction advisory engagements, analyzing financial data for due diligence, coaching junior team members, managing client relationships, and leading go-to-market efforts, along with the listed skills in GAAP and Excel.

CFGI

Financial consulting and interim management services

About CFGI

CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, M&A support, and interim management for positions like Controller or CFO. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.

Boston, MassachusettsHeadquarters

2000Year Founded

BUYOUTCompany Stage

Robotics & Automation, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Professional Development Budget

Flexible Work Hours

Remote Work Options

Wellness Program

Mental Health Support

Paid Sick Leave

Paid Vacation

Paid Holidays

401(k) Company Match

Employee Referral Bonus

Employee Discounts

Company Social Events

Risks

Emerging APAC firms may challenge CFGI's market share despite FloQast partnership.

Integration of PAS Financial Advisory AG may face cultural and operational challenges.

SecurityScorecard partnership could pose cybersecurity risks if not properly managed.

Differentiation

Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.

CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.

CFGI's independence from auditor restrictions allows tailored solutions for complex scenarios.

Upsides

CFGI's partnership with FloQast enhances financial solutions in North America and Europe.

Acquisition of PAS Financial Advisory AG strengthens CFGI's presence in the DACH region.

Growing demand for ESG consulting aligns with CFGI's expertise in compliance and reporting.

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