Business Valuation Senior Analyst
Rea, Cleveland, OH, United States
Senior Analyst – Business Valuation & Transaction Advisory Services
Leading financial analysis and modeling, applying advanced valuation techniques and conducting client management interviews. Mentors junior analysts, contributes to Quality of Earnings engagements, offers expertise in transaction advisory services, shapes strategic direction, and ensures client satisfaction.
Responsibilities
Spearhead in-depth financial analysis and modeling to facilitate the valuation of diverse businesses and assets
Take charge of intricate valuation techniques, such as capitalization of earnings, public company analysis, discounted cash flow analysis, and other advanced methodologies
Produce detailed and comprehensive valuation reports, presenting findings and insights to clients in a clear and concise manner
Provide expert-level insights and recommendations based on valuation outcomes
Establish and maintain strong client relationships, including conducting high-level management interviews to obtain a holistic understanding of their businesses
Collaborate effectively with cross-functional teams, contributing senior-level expertise to enhance overall engagement outcomes
Bring advanced knowledge and experience to transaction-related valuations, ESOPs, and estate & gift planning valuations
Provide guidance and mentorship to junior analysts and interns, fostering skill development and knowledge enhancement within the valuation team
Share industry best practices and keep the team informed about emerging trends in business valuation
Utilize strong networking skills to cultivate and maintain relationships with clients, resulting in successful engagement acquisition and closure
Conduct site-visits and assist junior team members with completing ride-alongs
Requirements
Bachelor's degree in Finance or Accounting
Minimum of 3 - 5 years of relevant experience in business valuation
Progress toward or attainment of professional designations such as CFA, ABV, ASA, CVA is preferred
Demonstrated track record of extensive experience in financial analysis and valuation modeling
In-depth knowledge of a broad spectrum of valuation techniques and methodologies
Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and understandable manner
Ability to conduct high-level management interviews, extracting pertinent information to enhance valuation processes
Proven experience in building and maintaining client relationships at a senior level
Benefits
Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k with 3% contribution)
Life Insurance (Basic, Voluntary & AD&DD)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
'Work From Anywhere' Option
Wellness Resources
Four (4) weeks PTO
Twelve (12) paid holidays, of which three (3) are floating holidays
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Leading financial analysis and modeling, applying advanced valuation techniques and conducting client management interviews. Mentors junior analysts, contributes to Quality of Earnings engagements, offers expertise in transaction advisory services, shapes strategic direction, and ensures client satisfaction.
Responsibilities
Spearhead in-depth financial analysis and modeling to facilitate the valuation of diverse businesses and assets
Take charge of intricate valuation techniques, such as capitalization of earnings, public company analysis, discounted cash flow analysis, and other advanced methodologies
Produce detailed and comprehensive valuation reports, presenting findings and insights to clients in a clear and concise manner
Provide expert-level insights and recommendations based on valuation outcomes
Establish and maintain strong client relationships, including conducting high-level management interviews to obtain a holistic understanding of their businesses
Collaborate effectively with cross-functional teams, contributing senior-level expertise to enhance overall engagement outcomes
Bring advanced knowledge and experience to transaction-related valuations, ESOPs, and estate & gift planning valuations
Provide guidance and mentorship to junior analysts and interns, fostering skill development and knowledge enhancement within the valuation team
Share industry best practices and keep the team informed about emerging trends in business valuation
Utilize strong networking skills to cultivate and maintain relationships with clients, resulting in successful engagement acquisition and closure
Conduct site-visits and assist junior team members with completing ride-alongs
Requirements
Bachelor's degree in Finance or Accounting
Minimum of 3 - 5 years of relevant experience in business valuation
Progress toward or attainment of professional designations such as CFA, ABV, ASA, CVA is preferred
Demonstrated track record of extensive experience in financial analysis and valuation modeling
In-depth knowledge of a broad spectrum of valuation techniques and methodologies
Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and understandable manner
Ability to conduct high-level management interviews, extracting pertinent information to enhance valuation processes
Proven experience in building and maintaining client relationships at a senior level
Benefits
Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k with 3% contribution)
Life Insurance (Basic, Voluntary & AD&DD)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
'Work From Anywhere' Option
Wellness Resources
Four (4) weeks PTO
Twelve (12) paid holidays, of which three (3) are floating holidays
#J-18808-Ljbffr