Executive Director, Complex Securities Valuation Leader

CFGI; United States; On-site; USD 350,000 - 700,000; Full time

Job summary

CFGI seeks a Managing Director to lead and expand our Complex Securities Valuation practice in the United States. The role involves serving as the executive engagement leader, advising senior finance executives, and guiding advanced valuation engagements across options, warrants, convertible instruments, embedded derivatives, and stock-based compensation.

You will oversee valuation methodologies, mentor a multidisciplinary team, drive business development, and contribute to CFGI’s growth and

Qualifications

• 10+ years of valuation, advisory, or related finance experience.
• Experience leading client-facing complex securities engagements.
• Senior relationship ownership with multi-disciplinary teams.

Responsibilities

• Lead complex valuations of securities and instruments.
• Advise CFOs and boards on valuation matters.
• Oversee valuation methodologies and models.
• Manage engagement scoping, staffing, budgets, and timelines.
• Mentor Directors and senior staff.
• Develop business and expand CFGI services.

Skills

Valuation leadership

Client relationship

Executive communication

Engagement management

Financial modeling

Team mentoring

Education

Finance/Accounting degree

CFA/ASA/CPA preferred

Tools

Monte Carlo simulations

Black-Scholes models

Job description

CFGI seeks a Managing Director to lead and expand our Complex Securities Valuation practice in the United States. The role involves serving as the executive engagement leader, advising senior finance executives, and guiding advanced valuation engagements across options, warrants, convertible instruments, embedded derivatives, and stock-based compensation.

You will oversee valuation methodologies, mentor a multidisciplinary team, drive business development, and contribute to CFGI’s growth and