Business Valuation Accountant

About the role

Our continued expansion has created a need for an experienced Business Valuation Accountant. We are looking for a new team member who is eager to learn and grow in their career. We encourage our team members to progress in their abilities and assert their individuality. Duties may be deadline driven, but there is still room for creativity and new ideas.

As a part of our KerberRose team, you will be working closely with clients, assisting them with their business valuation needs. You will have access to the latest accounting software, products, and technology. Our firm works closely with small and medium sized businesses providing traditional services such as financial statement preparation and reporting, income tax preparation and tax planning, auditing along with specialties such as business valuations and estate planning. We have twelve locations in Northeast Wisconsin and Michigan's Upper Peninsula to serve our clients.

Responsibilities

• Manage all aspects of an average of 4-5 appraisal projects per month.
• Request, receive, and review subject company sales, gross margin, inventory and operating expense performance information.
• Follow up on all open items with the subject company to ensure compliance.
• Enter data and prepare all financial analysis into appraisal models.
• Effectively set priorities and work in an organized manner while managing multiple moving deadlines.
• Build, maintain and manage effective relationships and communication with our client companies and clients throughout the appraisal process.
• Ensure internal communication with the project team is effective and consistent throughout the process, keeping all members up to date.
• Review analysis to ensure quality standards.
• Perform management interviews and site visits as needed.
• Learn and adhere to current NACVA/AICPA guidelines for all appraisal engagements.
• Participate in client meetings/report deliveries as needed.

Requirements

• Bachelor degree in Business, with a concentration in Finance or Economics preferred.
• ABV or CVA certification preferred (or eligible).
• Ability to grow client relationships.
• Demonstrates aptitude in quantitative and qualitative analysis and report writing.
• Knowledge of Income Statements, Balance Sheets and relevant accounting terms.
• Detail-oriented, able to effectively manage time, strong planning skills, and excellent analytical skills.

Benefits

The following benefits are available subject to group plan requirements and underwriting approval:

• Student Loan Paydown Benefits
• Health, Dental, and Vision Insurance
• Flex Spending Account/Section 125 Plan
• Health Care Reimbursement Account
• Short-Term and Long-Term Disability
• Life Insurance
• Wellness Programs
• Gym Membership reimbursement
• Employer Matching 401(k)/Profit Sharing Plan
• Paid Time Off
• Paid Holidays
• Continuing Professional Education
• Financial incentive and exam fees reimbursed for passing the CPA Exam
• Marketing Incentives

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 300 firms.