Valuations (VAS) Senior Analyst
Job Summary
The Senior Analyst will play a key role in working with senior leaders to grow the Valuation team and deliver superior client service. Senior Analysts work on a variety of assignments, including business interest valuations, purchase price allocations, impairment testing, intellectual property valuations, complex financial instruments, stock options, and dispute consulting.
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
- Demonstrate technical knowledge effectively through written and verbal communication
- Mentor and train new staff in areas of expertise and responsibility
- Collect and organize relevant financial and operational data to support valuation models and assessments
- Cook up and coordinate 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 - 3 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.