Additional Information
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 an 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.
Assist 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
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 performance execution, including advanced Excel modeling and common finance-related software
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
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
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in accounting, finance, economics, or a related field
2 plus years years of relevant valuation experience is required
Experience at regional or national valuation practices is preferred. Well-rounded valuation expertise including experience with transaction-related valuations, financial reporting valuations (i.e., purchase price allocations, impairment testing, equity-based compensation, complex securities), ESOPs, and estate & gift planning valuations is a plus.
Minimum 2 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and intangible asset models
Strong analytical and problem-solving skills
Knowledge of software packages including MS Word, Excel, PowerPoint, Capital IQ and Bloomberg
Excellent written and verbal communication skills
Experience working with diverse teams
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.
For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000.
Uhyus · New York, NY