Job DescriptionCandidates will primarily be responsible for preparing business valuations engagements from inception to draft stage. This would include managing document requests/production, valuation models, report templates, site visits, and client interactions. Involvement with damages and other financial forensic engagements may be an option, if interested.
Candidates should be commutable to Phoenix, Arizona on a hybrid basis or open to relocating to Phoenix.Qualifications- Effective organization skills. Ability to manage multiple projects/cases in order to meet fluctuating deadlines and pressure situations with incomplete information.
- Ability to analyze large data sets and simplify/translate into a visual format. (Ex.: Create a graph of gross profit by zip code, Compare company to benchmarks over time, Contrast revenue per employee to benchmarks, etc.)
- Written skills involved through the drafting of expert reports and other client communications.
- Detail oriented and able to reconcile/check work from multiple perspectives. (ex. Foot/crossfooting of schedules, goal seeking, compare cash receipts per the bank statements to reported revenue, etc.)
- Ability to research industry/economic/benchmark data and apply to subject companies.
- Proficient with Excel and Word.
- Business valuation certification (ex. CVA, ASA, ABV, CFA, etc.) or a Certified Public Accountant (CPA)
- Bachelor's Degree.
Preferred Qualifications
- General understanding of economic damages and income taxes.
- Familiarity with QuickBooks, IDEA/ACL, Tableau, and other data sources (such as RMA, DLOM databases, CapIQ, Able2Extract, etc.).
- Ability to research professional business valuation journals and be familiar with current trends, techniques, and court rulings
- This position has the potential to develop the qualifications for expert testimony, if desired.
Physical and Mental Job Qualifications
- Prolonged periods sitting at a desk and working on a computer.
- Ability to travel as needed
Additional InformationSome of the Benefits We Have Include
J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team's needs.
- Our flexible work environment allows employees to work remotely, when needed
- Flexible Time Off policy
- Medical, Dental, and Vision Insurance
- 401k Match
- Commuter Benefit
A reasonable estimate of the salary range for this role is $75,000 - 90,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Please explore what we're all about at www.jsheld.com.
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