Financial Analyst, Valuation & Reporting

Role overview

Responsibilities

• Develop valuation models and analyses, including discounted cash flow models and public company comparisons.
• Prepare valuation reports, presentations, and client deliverables that communicate findings clearly and accurately.
• Analyze private and public companies, their financial statements, performance, and value drivers.
• Interview business owners and CFOs to understand operations, financial performance, and growth prospects.
• Work with Directors and Managing Directors on due diligence, client discussions, and valuation conclusions.
• Support purchase price allocations, investment portfolio and fund valuations, equity-based compensation, and impairment testing.
• Contribute to ESOPs and corporate or shareholder fair market value assessments.
• Own assigned analyses and deliverables while balancing priorities and deadlines.
• Build professional relationships and participate in conferences, firm webinars, and relevant industry organizations.

Required qualifications and skills

• Bachelor’s degree in finance, accounting, economics, or a related field.
• One to two years of accounting or corporate finance experience is preferred.
• Strong analytical, quantitative, and problem-solving abilities.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Clear written and verbal communication, including explaining financial analysis and findings.
• Strong organization and time management, with the ability to manage multiple assignments and deadlines.
• Dependable work ethic, personal integrity, and attention to detail.
• Interest in pursuing ASA or CFA designation.
• Willingness to travel approximately 10% as needed.
• U.S. citizen or authorized green card holder without current or future visa sponsorship requirements.

About the firm

Compensation

• Compensation is $72,800–$83,200 per year.

Benefits and development

• The posting highlights opportunities to build valuation, financial modeling, and financial reporting expertise and take on increasing responsibility.
• The available source description is truncated after the beginning of the company’s career and growth information.