VP, Financial and Valuation Advisory
Houlihan Lokey, San Francisco, CA, United States
Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data‑driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.
Business Unit Financial And Valuation Advisory
Industry Portfolio Valuation
Financial and Valuation Advisory Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
Responsibilities include:
Focus on overall project management execution and acting as the lead professional on client engagements, actively contributing to the growth and development of the practice.
Lead discussions, negotiate engagement documents, and participate in business and financial due diligence sessions.
Strategically analyze and enhance both financial and operational performance to drive new business initiatives and successfully execute complex financial valuation assignments.
Actively engage in client interactions and network with prospects to build revenue‑producing relationships, contributing to the growth and development of the practice.
Serve a critical role in presenting comprehensive analyses and conclusions internally and externally to our clients.
Assist in building and reviewing complex financial models, ensuring quality control, execution, and industry consultation.
Provide oversight to Financial Analysts and Associates on valuation engagements, guiding them on methodologies and assumptions to produce client‑ready valuation reports.
Minimum Education & Experience Requirements
Master’s degree or foreign equivalent in Mathematics, Finance, Economics, Business Administration, Accounting or a closely related field plus 3 years of post‑baccalaureate experience in the job offered or any finance‑related job titles.
3 years of experience must include:
Financial modeling and building and implementing complex models.
Financial statements analysis including discounted cash flow.
Conducting financial due diligence and analytics.
Preparing reports and presentations including graphic and written sections to internal and external audiences.
Compensation And Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$245K-$255K . Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
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Business Unit Financial And Valuation Advisory
Industry Portfolio Valuation
Financial and Valuation Advisory Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
Responsibilities include:
Focus on overall project management execution and acting as the lead professional on client engagements, actively contributing to the growth and development of the practice.
Lead discussions, negotiate engagement documents, and participate in business and financial due diligence sessions.
Strategically analyze and enhance both financial and operational performance to drive new business initiatives and successfully execute complex financial valuation assignments.
Actively engage in client interactions and network with prospects to build revenue‑producing relationships, contributing to the growth and development of the practice.
Serve a critical role in presenting comprehensive analyses and conclusions internally and externally to our clients.
Assist in building and reviewing complex financial models, ensuring quality control, execution, and industry consultation.
Provide oversight to Financial Analysts and Associates on valuation engagements, guiding them on methodologies and assumptions to produce client‑ready valuation reports.
Minimum Education & Experience Requirements
Master’s degree or foreign equivalent in Mathematics, Finance, Economics, Business Administration, Accounting or a closely related field plus 3 years of post‑baccalaureate experience in the job offered or any finance‑related job titles.
3 years of experience must include:
Financial modeling and building and implementing complex models.
Financial statements analysis including discounted cash flow.
Conducting financial due diligence and analytics.
Preparing reports and presentations including graphic and written sections to internal and external audiences.
Compensation And Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$245K-$255K . Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
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