Manage financial due diligence for transactions, analyzing data, and coordinating client and team efforts. Requires strong analytical and communication skills.
Senior Manager– 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:
· 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 which impact valuation of and negotiation with the target company
· Responsible for working 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/Competencies:
· 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 the use of data analysis, including the use of pivot tables, v lookups, arrays, PowerPivot, PowerQuery, 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 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
· Ability to travel up to 20%, depending on client needs
Top Skills
Gaap
Excel
Powerpivot
Powerquery
Similar Jobs
AdTech • Agency • Artificial Intelligence • Digital Media • Marketing Tech • Social Media • PropTech
The Lead Product Manager will drive the vision and strategy for Digible's reporting experience, leading cross-functional teams to deliver impactful solutions and ensuring client satisfaction.
Top Skills:
AIData Analytics
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
As a Staff Software Engineer on the TimeSeries team, you will improve the reliability and scalability of data systems while collaborating on new features and user experience.
Top Skills:
Distributed SystemsIotMicroservices
.png)
Artificial Intelligence • Blockchain • Fintech • Financial Services • Cryptocurrency • NFT • Web3
As a Specialist in Prime Client Services, you will provide expert support for institutional clients, managing complex workflows, delivering client services, and collaborating with internal teams to enhance client experiences.
Top Skills:
BlockchainCryptocurrencyFinancial MarketsTrading Platforms
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
