CFGI
Complex Securities Valuation - Managing Director
CFGI, Charles City, Iowa, United States, 50616
As part of the CFGI Complex Securities 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 Complex Securities Valuation Services professionals work on a wide range of services, including valuation of convertible and non-convertible debt (and embedded derivatives and SAFEs), equity instruments and incentive structures in complex capital structures, contingent consideration and rollover equity, OTC derivatives, incremental borrowing rates, royalty arrangements, and consumer receivables portfolios.
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. • Create and manage models and templates, including Monte Carlo simulation and binomial lattice models, to help in valuing financial instruments. • Conduct risk and credit assessments • Ensure quality control and collaboratively resolving valuation-related questions and concerns of CEOs/CFOs, controllers, and auditors. • Contribute towards growth, business development, and talent development. • Advise clients on business plan development, strategic investment decisions, or other financial objectives. Qualifications you’ll need
• Eight to ten plus 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, with/without, Monte Carlo simulation, binomial lattice, Black-Scholes calculations and Option Pricing Method ("OPM") allocations, 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. • Comfortable in a fast-paced environment, managing an array of overlapping deadlines for various projects and clients. *Role can be based out of any of our national offices.
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• 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. • Create and manage models and templates, including Monte Carlo simulation and binomial lattice models, to help in valuing financial instruments. • Conduct risk and credit assessments • Ensure quality control and collaboratively resolving valuation-related questions and concerns of CEOs/CFOs, controllers, and auditors. • Contribute towards growth, business development, and talent development. • Advise clients on business plan development, strategic investment decisions, or other financial objectives. Qualifications you’ll need
• Eight to ten plus 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, with/without, Monte Carlo simulation, binomial lattice, Black-Scholes calculations and Option Pricing Method ("OPM") allocations, 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. • Comfortable in a fast-paced environment, managing an array of overlapping deadlines for various projects and clients. *Role can be based out of any of our national offices.
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