Analyst, Business Valuation - Valuation Advisory

Stout

$60K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 2 years experience in business valuation
  • Bachelor's degree in finance, accounting, economics, or related field
  • Strong knowledge of financial models and valuation methodologies
  • Progress towards or completion of CFA, ASA, or CPA preferred
  • Intermediate/advanced understanding of economics and accounting principles
  • Excellent verbal and written communication skills
  • Proficient in Excel, Word, PowerPoint; knowledge of Python/Tableau is a plus

Responsibilities

  • Conduct valuations for private debt and equity portfolios
  • Oversee production of valuation analysis and client relationship management
  • Prepare written valuation reports for client presentation
  • Build rapport with clients during due diligence meetings
  • Analyze economic and industry trends affecting valuations
  • Develop comprehensive valuation services addressing financial and regulatory needs
  • Mentor team members while ensuring high-quality analysis

Benefits

  • Competitive benefits package
  • Opportunity for annual bonus participation
  • Supportive team-oriented work environment
  • Professional development and growth opportunities
  • Health and wellness programs
Full Job Description

Impact You’ll Make:

Stout’s Valuation Advisory professionals help clients gain confidence by bringing clarity to the most complex valuation matters.  As one of the largest independent valuation practices in the country, we provide specialized experience across a broad spectrum of industries, asset classes and geographies.

This role will work on a variety of assignments, including the valuation of private debt and equity portfolios, complex securities and various strategic initiatives supporting Stout’s expansion objectives. This professional will manage a team of professionals responsible for production of valuation analysis and servicing client relationships.

What You’ll Do:

  • Core Valuation Skills Needed: ASC 805 Purchase Price Allocation; ASC 350/360 Goodwill Impairment; IRC 409a stock-based compensation; and ASC 718 expense;

  • Performing corporate and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, purchase price allocations, goodwill impairment testing, and stock option analysis

  • Preparing written valuation reports for client presentation

  • Developing client rapport and participating in due diligence meetings and other client interactions

  • Provide valuation services formanagement planning Conducting and overseeing company, industry, and economic research

  • Analyzing general economic conditions and industry specific conditions and trends

  • Deliver comprehensive valuation services to address financial, tax, and regulatory needs for individual companies

What You Bring:

  • Minimum 2 years of experience in business valuation. The preferred candidate will have prior experience in purchase price allocations, impairment testing and other financial reporting related assignments, estate and gift tax valuation, transaction opinions, and corporate tax valuations

  • A bachelors degree in finance, accounting, economics, financial engineering, mathematics, or another quantitative field is required

  • Strong knowledge of key financial models and valuation methodologies

  • Progress towards or completion of professional designations such as CFA, ASA, or CPA are preferred

  • Intermediate/advanced understanding of economics, financial theory and/or principles of accounting

  • Excellent verbal and written communication skills

  • Proficient computer skills (Excel, Word, and PowerPoint). Knowledge of Python and/or Tableau / Power Bi is a plus.

  • Relationship-focused with clients, peers, management, etc.

  • Excels in a team-oriented work environment with a positive and enthusiastic attitude

  • Shows creativity in problem solving

  • Professional presence and detail-oriented

  • Self-motivated with a strong work ethic and entrepreneurial mindset

How You’ll Thrive:

  • Cultivate a positive, team-oriented approach that fosters collaboration and shared success.

  • Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations

  • Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work

  • Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes

  • Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders

  • Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making

  • Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies

  • Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results

A reasonable estimate of the current range is $60,000.00 - $130,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.

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