Consultant will assist clients with complex valuation services for tangible assets, primarily in financial and tax reporting related to real and personal property.
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
Similar Jobs
Healthtech • Logistics • Pharmaceutical
As a Business Project Manager II, coordinate projects to ensure timely and budget-compliant delivery, fostering collaboration and managing stakeholder communication.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft ProjectMicrosoft WordPlanviewSmartsheet
Software
The Account Executive is responsible for the entire sales cycle, from identifying potential clients to closing new business opportunities and ensuring client success.
Top Skills:
ExcelSalesforce
Artificial Intelligence • Healthtech • Telehealth
The Labor & Trust Sales Director manages the sales cycle for Labor & Trust opportunities, builds partnerships, drives new business, and meets sales targets while promoting mental health solutions.
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus



