The Role
Consultant will assist clients with complex valuation services for tangible assets, primarily in financial and tax reporting related to real and personal property.
Summary Generated by Built In
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 multifaceted 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 and tax reporting.
Our Tangible Valuation Services professionals work on a wide range of services including valuation of real and personal property for mergers and acquisitions, divestitures, IPOs, dispute resolution, financial reporting, and tax purposes.
Work you’ll do:
· Financial reporting valuations for business combinations (purchase price allocations), including valuation of real property, personal property (machinery and equipment), and leasehold interests. Valuations are done across a wide range of industries and nationally as well as internationally.
· Appraisals of real property for gift and estate taxes.
· Perform real estate market analysis and outreach to market participants such as brokers and appraisers.
· Work closely and coordinate valuations with other valuation teams (business valuation and complex securities) as well as across service lines in the firm, most notably, accounting advisory.
Experience you’ll get:
· You will work directly with and learn from practice leadership.
· You will have the opportunity to become professionally designated in both real estate and machinery and equipment valuation disciplines.
· You will have opportunities to assist with proposals and the development of marketing material.
· Be part of an established and fast-growing valuation practice.
Qualifications you’ll need:
· Two plus years of experience performing tangible (real estate) valuation analyses for financial reporting purposes (ASC 805, ASC 350, ASC 820) is required. Big 4 or commercial real estate brokerage house experience is a plus.
· In-depth understanding of generally accepted valuation approaches (cost, market and income) and knowledge of when each is applicable.
· 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.
· Ability to manage and deliver on multiple projects and deadlines in a fast-paced, high-volume environment.
· Bachelor's degree in real estate, finance, economics, accounting, or business.
· Appraisal Institute and American Society of Appraisers Machinery and Technical Specialties coursework or equivalent college courses are preferred, but not required.
Top Skills
Excel
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The Company
What We Do
CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include:
» Technical Consulting
» Interim Management
» Corporate Tax
» Private Equity Services
» Valuation
» Robotic Process Automation (RPA)
