Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
5+ years of experience in business valuation or related fields.
Strong financial analysis, valuation modeling, and research skills.
Excellent written and verbal communication abilities.
Ability to manage multiple engagements effectively.
Professional valuation credential (ASA, ABV, CVA, CFA) or progress toward certification preferred.
Experience leading engagements and supervising staff preferred.
Responsibilities
Manage multiple business valuation engagements from planning to report delivery.
Coordinate timelines, staffing, and deliverables to ensure project efficiency.
Serve as the primary point of contact for clients during engagements.
Lead and review valuation projects for transaction advisory and other purposes.
Develop financial models and analyze relevant financial data.
Evaluate performance, industry trends, and key value drivers for valuations.
Prepare and present valuation reports and findings clearly.
Benefits
Career growth opportunities
Paid holidays and paid time off
Full benefits including medical, dental, vision
401k and profit-sharing plan
Health Savings Account (HSA) and Flexible Spending Account (FSA)
Life insurance
Full Job Description
Responsibilities
Manage multiple business valuation engagements simultaneously from planning through final report delivery.
Coordinate engagement timelines, staffing, and deliverables to ensure projects are completed efficiently and accurately.
Serve as a primary point of contact for clients throughout valuation engagements.
Lead and review business valuation engagements for purposes including transaction advisory, succession planning, shareholder matters, litigation support, and tax planning.
Develop and review financial models using accepted valuation methodologies and analyze financial, operational, and market data.
Evaluate company performance, industry trends, risk factors, and key value drivers to support valuation conclusions.
Prepare and review valuation reports and supporting documentation.
Present valuation findings and explain complex financial concepts in a clear and practical manner.
Collaborate with attorneys, financial advisors, and internal professionals to support client objectives.
Supervise, mentor, and develop junior valuation team members.
Review staff work for accuracy, quality, and adherence to professional standards.
Assist with training, process improvements, and the continued growth of the valuation practice.
Support business development initiatives through networking, proposal participation, and relationship building.
Identify opportunities to expand advisory services and strengthen client relationships.
What we're looking for
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
5+ years of experience in business valuation, transaction advisory, corporate finance, public accounting, or a related field.
Strong financial analysis, valuation modeling, research, and problem-solving skills.
Excellent written and verbal communication abilities with strong attention to detail.
Ability to manage multiple engagements and deadlines effectively.
Professional valuation credential (ASA, ABV, CVA, CFA) or progress toward certification preferred.
Experience leading engagements and supervising staff preferred.
A client-focused professional with strong business acumen and sound judgment.
A collaborative leader who enjoys mentoring and developing others.
Strong analytical and strategic thinking skills combined with intellectual curiosity.
Confidence working directly with business owners, attorneys, financial advisors, and other professional service providers.
Commitment to delivering high-quality work and exceptional client service.
The perks!
Career growth opportunities
Annual salary range: $80k - $95k (based on experience)
