Forensic accounting and litigation support;
Mergers, acquisitions, divestitures and other transaction advisory; and,
CFO services and management advisory.
CAV offers its staff members the unique opportunity to experience other service lines of the firm to expand
their knowledge, including accounting and assurance services, and tax advisory.
Role, Key Responsibilities, and Day-to-Day Tasks
Within the advisory team, the responsibilities of the Analyst will include the following:
Assistance with the preparation of engagement proposals;
Record-keeping of the documents received, and tracking of information requests;
Perform qualitative and quantitative analysis on the information reviewed;
Perform financial analysis and buildout of models, including detailed analysis of historical and
projected financial results, cash flow forecasts and budgets;
Conduct market research, including but not limited to industry-specific information,
macroeconomic data, precedent transactions and public company valuation multiples;
Assistance in the preparation of reports for various mandates, including business valuation,
quantification of economic damages, and various strategic and financial analysis mandates;
Assist with the preparation of quality pitches, marketing materials, management presentations and
client presentations;
Assist with the daily activities of an acquisition, divestiture, merger or financing assignment (i.e.,
the due diligence process for buy and sell side engagements);
Assist with supporting clients with accounting services including preparation the year end records
and internal financial reporting (e.g., budgets and forecasts);
Regular communication with the team on the engagement status, and the progression of the
deliverables, and attendance and participation in client meetings; and,
Preparation of completion documents to “close-out” files in an efficient manner.
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