Grant Thornton’s Complex Financial Instruments (CFI) professionals analyze and value complex financial instruments for financial reporting, tax reporting and strategic planning purposes.
Our CFI services help companies understand the value of complex financial instruments including:
- Derivatives and hedge instruments
- Market-based and performance-based stock options
- Convertible debt
- Contingent consideration (i.e. earnouts)
- Preferred equity
- Management incentive units
- Real options
Interested candidates should display an affinity for learning and problem-solving skills as well as have the adaptability to work cross-functionally within the Valuation & Modeling practice. Interested candidates should be self-starters and should demonstrate strength in or a desire to build skills related to Grant Thornton’s core values of: Collaboration, Leadership, Excellence, Agility, Respect and Responsibility.
Your day-to-day may include:
As a CFI Associate your primary responsibility will be executing high quality projects and services from beginning to end under the supervision of experienced CFI leadership. Associates are expected to aid project teams with deliverables, perform detailed financial analysis, and build strong working relationships with clients. In addition, as a CFI Associate you will focus on continuously developing your technical and professional skills to build and expand your role in the CFI and Valuation & Modeling practice.
Throughout engagements, CFI Associates will:
- Gain an understanding of client operations, processes and business objectives and utilize that knowledge to add value on Valuation & modeling engagements
- Perform market company and industry research in connection with ongoing engagements
- Perform detailed financial analysis and interpret various financial and operational information
- Assist with engagement administration including engagement set up
- Work closely with the project team to promptly resolve client issues
- Oversee and perform data- and document-intensive financial analysis and modeling/projections, economic and statistical analysis, valuation analysis, and industry research
- Oversee and perform research related to engagements as well as document management, referencing from source documents to analysis, and file preparation
- Write opinion letters and reports
- Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively
- Maintain active communication with engagement team regarding interim and final deadline, percent of completion, etc.
- Other duties as assigned
You have the following technical skills, qualifications, and abilities:
- Master’s degree in Finance, Financial Mathematics, Financial Engineering or other quantitative fields
- Minimum overall GPA of 3.0/4.0
- Willingness and ability to work additional hours and travel to various client sites (as needed)
- Excellent analytical, communication (written and verbal) and interpersonal skills
- Strong technical aptitude and problem-solving skills
- Effective project and time management skills for handling multiple priorities and simultaneous projects
- Enthusiasm to learn through a combination of structured, on-the-job and self-directed training
- Ability to work efficiently and effectively in a team environment
- High level of expertise with computer skills including Microsoft Excel, PowerPoint, and Word
- Highly analytical with expertise in financial analysis and modeling, econometrics, statistics, and regression analysis.
- Desire to pursue applicable professional certifications (e.g. ASA, CFA, CVA, ABV, or FRM)
- Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. No visa sponsorship is available for this position.
The base salary for this position in the firm’s Boston, MA office is $111,800 per year.
About UsAt Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It’s what makes us different, and we think being different makes us better.In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. About the TeamThe team you’re about to join is ready to help you thrive. Here’s how:
- Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period.
- Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Seasonal employees may also be eligible to participate in the firm’s 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Skills Required
- Master's degree in Finance, Financial Mathematics, Financial Engineering, or another quantitative field
- Minimum overall GPA of 3.0 on a 4.0 scale
- Authorization to work in the United States without current or future employment-based visa sponsorship
- Willingness and ability to work additional hours
- Willingness and ability to travel to various client sites as needed
- Excellent analytical, written and verbal communication, and interpersonal skills
- Strong technical aptitude and problem-solving skills
- Effective project and time management skills
- Ability to learn through structured, on-the-job, and self-directed training
- Ability to work efficiently and effectively in a team environment
- Expertise with Microsoft Excel, PowerPoint, and Word
- Expertise in financial analysis and modeling, econometrics, statistics, and regression analysis
- Desire to pursue applicable professional certifications such as ASA, CFA, CVA, ABV, or FRM
What We Do
Forget what you think you know about professional services. We go beyond what’s expected and help others do the same. Grant Thornton is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading independent audit, tax and advisory firms. That means our network has more than 60,000 professionals in more than 135 countries who are ready to help public and private organizations of all sizes take on today’s challenges. But what sets us apart isn’t just what we do – it’s how we do it. Here, we believe in making business more personal and building trust into every result. We’re collaborators – obsessed with quality and ready for anything – who understand the value of strong relationships. It’s how we challenge the expectations of business and empower our people and clients to do it, too. One thing we won’t do? Grant Thornton LLP will never request money or any form of payment for services via social media. Please report any concerns at 1-800-810-3503. "Grant Thornton” refers to Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd (GTIL). GTIL and the member firms are not a worldwide partnership. Services are delivered by the member firms. GTIL and its member firms are not agents of, and do not obligate, one another and are not liable for one another’s acts or omissions. Please see grantthornton.com for further details.
