Enterprise Valuation Consultant

About the role

This role provides expertise and independence regarding enterprise value estimates for a large and diverse portfolio of companies. Key responsibilities include preparation of enterprise valuation reports, development of inline approvals of valuations prepared during underwriting, testing of enterprise valuations prepared by credit teams, and responding to valuation questions.

Expectations include expertise in financial reporting data and complex transactions, knowledge of business valuation methods, and the ability to work with autonomy under deadlines.

Responsibilities

• Prepares clear and well-supported enterprise valuation reports on complex domestic and international companies to support leveraged loans and riskier assets.
• Works with autonomy, ensuring that valuation analysis is accurate with workpapers that support conclusions and all reports are delivered on time.
• Demonstrates a strong understanding of business drivers, complex financial data, merger and acquisition transactions, and enterprise valuation methodologies.
• Researches unusual valuation problems to gain understanding and proposes solutions to the team for discussion.
• Communicates effectively with credit teams and manages the research and analysis of multiple assignments to meet deadlines.
• Escalates data and process problems efficiently so issues can be resolved; recommends operational excellence (OpEx) ideas.

Requirements

• 5+ years of business valuation, credit risk, and/or credit officer experience.
• Bachelor’s degree.
• Deep understanding of valuation theories and methodologies, including discounted cash flow, market multiple, transaction multiple, and asset-based approaches across a variety of industries and global markets.
• Strong analytical skills, with the ability to interpret complex financial information and develop robust financial forecasts and valuation models.
• Advanced proficiency in Excel and financial modeling, including cash flow forecasting and scenario analysis.
• Experience leveraging Copilot, artificial intelligence (AI), and other technology-enabled tools to enhance analytical efficiency and reporting quality.

Qualifications

• Professional designations such as CFA, ASA, CPA/ABV, or similar credentials are preferred.
• MBA or equivalent advanced education is preferred.

Skills

• Financial Analysis
• Financial Forecasting and Modeling
• Research Analysis
• Risk Analytics
• Risk Modeling
• Analytical Thinking
• Attention to Detail
• Critical Thinking
• Research
• Written Communications
• Business Acumen
• Business Intelligence
• Collaboration
• Problem Solving
• Reporting

Schedule

1st shift (United States of America), 40 hours per week.