Guide clients on complex debt and equity transactions, perform valuations, manage financial models, and conduct risk assessments in various business contexts.
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 multi-faceted 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 reporting, mergers/acquisitions, 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
· 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.
· Creating and managing models and templates, including Monte Carlo simulation and binomial lattice models, to help in valuing financial instruments.
· Conduct risk and credit assessments
Qualifications you’ll need
· 5+ 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.
*Role can be based out of any of our national offices.
Top Skills
Binomial Lattice Models
Excel
Monte Carlo Simulation
Similar Jobs
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Lead a team in delivering high-impact multimedia and event production services, ensuring innovation, quality, and collaboration for executive events.
Top Skills:
Av SystemsHybrid Meeting TechnologiesMicrosoft TeamsMultimedia TechnologiesStreaming PlatformsWebexZoom
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Interns will gain exposure to various actuarial functions, contribute to projects, and present to organization leaders, while developing skills.
Top Skills:
ExcelPythonRSQL
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The role involves providing expert financial guidance for MetLife's IDI department, managing financial data analysis, and ensuring accurate calculations and policy interpretations.
Top Skills:
ExcelForensic Analysis
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
