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Complex Securities - Manager - CFGI

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Job Title
Complex Securities - Manager
Job Location
United States
Job Description
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.

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CFGI Headquarters Location

Boston, MA

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CFGI Company Size

Between 500 - 1,000 employees

CFGI Founded Year

2000

CFGI Funding Rounds

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