Lumsden & McCormick, LLP
Our wholly-owned subsidiary, Brisbane Consulting Group, LLC currently seeks a Senior Valuation Analyst who will assist us in continuing to provide a positive and supportive work environment. Brisbane Consulting Group is the largest business valuation and management consulting firm in Buffalo, NY. We offer exceptional expertise in business valuation, license and degree valuation, forensic accounting, and the quantification of lost business income, commercial damages, and other financial services.
The Senior Valuation Analyst will work on diverse valuation and consulting engagements across various industries. The Senior Analyst will be involved in all phases of the valuation process, including data collection, management interviews, and due diligence. Responsibilities include conducting financial analysis and modeling, preparing quality earnings reports, and writing comprehensive valuation reports. Additionally, the Senior Analyst will participate in matrimonial and litigation valuation engagements.
RESPONSIBILITIES
Prepare written valuation reports for client presentation
Participate in client conference calls and meetings
Conduct company, industry, and economic research
Analyze general economic conditions and industry specific trends
Research and analyzing market data
Perform financial statement analysis, financial modeling, due diligence and report writing
Prepare quality earnings reports
Assist in matrimonial and litigation valuation engagements
Demonstrate strong client service and communication skills
Work independently as well as collaboratively within a team
Exhibit a high degree of professionalism, an exceptional work ethic, and initiative
EXPERIENCE
Bachelor’s degree in Accounting, Business Advisory, or Finance, (MBA is a plus)
CPA, CFA, ASA, ABV, or CVA credentials or candidacy (a plus)
Business Valuation experience (highly desirable)
5+ years’ experience tax or audit in public accounting experience (preferred)
Proficient in Microsoft Office, with advanced knowledge in Word and Excel
APPLICATION INSTRUCTIONS
To apply for any of our open positions, submit your resume via our online application. Please email tjohnston@LumsdenCPA.com if you have questions. The salary range for this opportunity is between $85,000-$130,000 and commensurate with experience. Location: Work from Anywhere (Remote/Office/Hybrid) Apply Here
First Name * Last Name * Email * Street Address * City * State/Region * Postal Code * Position You Are Applying For * Upload Resume * Cyclorama Building, 369 Franklin St., Buffalo, NY 14202716.856.3300 | 888.LUMSDEN | Fax: 716.856.2524 | mailbox@LumsdenCPA.com Securities offered through Avantax Investment Services SM , Member FINRA , SIPC . Investment advisory services offered through Avantax Advisory Services SM . Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
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To apply for any of our open positions, submit your resume via our online application. Please email tjohnston@LumsdenCPA.com if you have questions. The salary range for this opportunity is between $85,000-$130,000 and commensurate with experience. Location: Work from Anywhere (Remote/Office/Hybrid) Apply Here
First Name * Last Name * Email * Street Address * City * State/Region * Postal Code * Position You Are Applying For * Upload Resume * Cyclorama Building, 369 Franklin St., Buffalo, NY 14202716.856.3300 | 888.LUMSDEN | Fax: 716.856.2524 | mailbox@LumsdenCPA.com Securities offered through Avantax Investment Services SM , Member FINRA , SIPC . Investment advisory services offered through Avantax Advisory Services SM . Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
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