Valuation Analyst

Job Summary

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.

Job Description

• Analyze complex financial analyses and instruments, understanding and 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
• Aid 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
• Coverage of 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 perform execution, including advanced Excel modeling and common finance-related software

Supervisory Responsibilities

None

Work environment

• 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

Physical demands

• Minimal distractions

Required Education and Experience

• Bachelor's degree in accounting, finance, economics, or a related field
• 1 - 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.

Who We Are

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting, and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

What We Offer

• Positive work environment
• A competitive and tailored compensation package
• A comprehensive benefit package including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances