A bit about us:
Boutique valuation and advisory firm, exploding in growth and extremely well capitalized.
Why join us?
You'll do incredibly interesting work from the Private Equity side, but actually get to work in M&A while having work/life balance. For real, it does actually exist here!
Majority Employee Owned
4 weeks PTO and 12 Paid Holidays
80% Hybrid or 100% Remote
Majority Employee Owned
4 weeks PTO and 12 Paid Holidays
80% Hybrid or 100% Remote
Job Details
The Senior Associate’s duties will include, but will not be limited to the following:
Perform valuation analysis, financial analysis, strategic analysis, and due diligence,
Oversee valuation engagements and assume responsibility for all aspects of client deliverables,
Lead valuation engagements for a variety of tax related purposes,
Develop financial models,
Assist in the planning and preparation of engagement proposals,
Gain an understanding of client operations, processes and business objectives,
Assist in and supervise the training of junior professionals.
Training (both formal and on-the-job) as well as credentialing (CFA, CPA, ASA) will play a significant role
in professional development. The costs of attaining these credentials and other training offerings best
suited for the incoming professional will be paid for by the firm.
About the Senior Associate
The Senior Associate will play a critical part in the production of our valuation product. This
member of our team will participate in all phases of engagements, working simultaneously for multiple
clients, applying skills in business and intangible asset valuation. He or she will work closely with other
members of the appraisal team to produce valuation analyses with the highest quality and attention
to detail.
Requirements:
Three to five years of experience in a valuation role for a regional or national valuation firm
Experience in financial modeling, analysis, and business valuation
Experience working with attorneys, CPAs, high net worth individuals and business owners
Strong analytical and problem-solving skills, as well as strong verbal and written communication
skills
Excellent research, organizational, and project management skills
Acute understanding of financial statements and ratio analyses
Perform valuation analysis, financial analysis, strategic analysis, and due diligence,
Oversee valuation engagements and assume responsibility for all aspects of client deliverables,
Lead valuation engagements for a variety of tax related purposes,
Develop financial models,
Assist in the planning and preparation of engagement proposals,
Gain an understanding of client operations, processes and business objectives,
Assist in and supervise the training of junior professionals.
Training (both formal and on-the-job) as well as credentialing (CFA, CPA, ASA) will play a significant role
in professional development. The costs of attaining these credentials and other training offerings best
suited for the incoming professional will be paid for by the firm.
About the Senior Associate
The Senior Associate will play a critical part in the production of our valuation product. This
member of our team will participate in all phases of engagements, working simultaneously for multiple
clients, applying skills in business and intangible asset valuation. He or she will work closely with other
members of the appraisal team to produce valuation analyses with the highest quality and attention
to detail.
Requirements:
Three to five years of experience in a valuation role for a regional or national valuation firm
Experience in financial modeling, analysis, and business valuation
Experience working with attorneys, CPAs, high net worth individuals and business owners
Strong analytical and problem-solving skills, as well as strong verbal and written communication
skills
Excellent research, organizational, and project management skills
Acute understanding of financial statements and ratio analyses