Financial Due Diligence - Senior Manager at CFGI

United Kingdom

CFGI Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Accounting, Financial Services, Private EquityIndustries

Requirements

  • At least eight years of experience working in an assurance or transaction advisory role within a Big Four firm
  • Professional services background
  • CPA preferred
  • Bachelor’s degree in the Financial/Accounting field from an accredited university
  • Strong current knowledge of GAAP
  • 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 data analysis, including pivot tables, v lookups, arrays, PowerPivot, PowerQuery, etc
  • Excellent work habits, including willingness to work necessary hours, especially under deadline pressure
  • Ability to travel up to 20%, depending on client needs

Responsibilities

  • Support 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 impacting valuation and negotiation
  • Work with senior 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

Skills

Key technologies and capabilities for this role

Financial Due DiligenceTransaction AdvisoryQuality of EarningsPro Forma FinancialsWorking Capital CalculationsDebt AnalysisOperating Trends AnalysisM&A SupportPrivate Equity DiligenceBusiness Due Diligence

Questions & Answers

Common questions about this position

What experience is required for the Senior Manager role?

Candidates must have at least eight years of experience working in an assurance or transaction advisory role within a Big Four firm.

What key skills are needed for this position?

Required skills include strong current knowledge of GAAP, strong analytical ability, excellent verbal/written communication skills, expertise in Microsoft Excel for data analysis, and the ability to multitask and prioritize.

What is the company culture like at CFGI?

CFGI values a culture of continued learning, encourages teamwork, and rewards excellence in professional service.

What are the main responsibilities of this role?

Responsibilities include supporting buy-side and sell-side transaction advisory engagements, analyzing target company data for operating trends and risks, working on multiple complex engagements, and managing client and team coordination.

Is the salary or compensation mentioned for this position?

This information is not specified in the job description.

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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