Summary/objective

As a Valuation Analyst, you will be a key member of our Valuation team, responsible for conducting in-depth financial analysis and valuations of assets, projects, and investments. Your work will provide critical insights to support strategic decision-making, investment planning, and financial reporting. This role offers an opportunity to apply your analytical skills to help drive the growth and success of our organization while pursuing a rewarding career in valuation. This is an entry-level position.

Essential functions

• Analyze complex financial analyses and instruments, understanding an applying accepted procedures and methods of valuation
• Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies
• Prepare detailed valuation reports and presentations
• Assist management in planning and managing engagement activity and follow through to achieve results
• Collect and organize relevant financial and operational data to support valuation models and assessments
• Coordinate various phases of engagement with management
• Respond timely and accurately to internal team and client requests
• Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems
• Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
• Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

Travel required

• Some travel may be required to client sites during engagements

Required education and experience

• Bachelor's degree in accounting, finance, economics, or a related field
• 0 – 2 years in relevant position or significant academic background

Preferred education and experience

• None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation shortly after hire

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.