Enterprise Valuation Consultant

About the role

This job is responsible for providing 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. Job expectations include expertise 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 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 OpEx ideas

Required Skills

• 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

Desired Skills

• 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