Jobs · Finance · Ohio

Analyst, Business Valuation - Valuation Advisory

Stout · Cleveland, OH · 2 wk ago
Finance$60k–$130k/yrFull-time

About the Role

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.

Responsibilities

  • Perform 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.
  • Prepare written valuation reports for client presentation.
  • Develop client rapport and participate in due diligence meetings and other client interactions.
  • Provide valuation services for management planning.
  • Conduct and oversee company, industry, and economic research.
  • Analyze general economic conditions and industry-specific conditions and trends.
  • Deliver comprehensive valuation services to address financial, tax, and regulatory needs for individual companies.
  • Core Valuation Skills Needed: ASC 805 Purchase Price Allocation; ASC 350/360 Goodwill Impairment; IRC 409a stock-based compensation; and ASC 718 expense.

Requirements

  • Minimum 2 years of experience in business valuation. Preferred experience includes purchase price allocations, impairment testing, financial reporting-related assignments, estate and gift tax valuation, transaction opinions, and corporate tax valuations.
  • A bachelor’s 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.

Benefits

At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance.

Pay

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.

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