🛠 Tech Stack

💼 About This Role

You'll lead valuation engagements for a top financial advisory firm, developing complex financial models to determine fair value of business interests and assets. You'll directly engage with senior client executives and guide junior consultants through project lifecycles.

🎯 What You'll Do

• Lead delivery of client engagements and serve as daily point of contact
• Develop financial models and analyze data in complex spreadsheets
• Prepare narrative business valuation reports for clients
• Perform industry research and competitive analysis

📋 Requirements

• Bachelor’s or Master’s in Finance, Accounting, or related field
• Minimum 5 years in valuation analyses for financial and tax reporting
• Holding or obtaining CFA, ASA, or CEIV credential
• Extensive knowledge of Microsoft Office Excel

✨ Nice to Have

• Passion for sustaining long-term client relationships
• Skilled at leading and developing teams
• Experience with valuation concepts for complex securities

🎁 Benefits & Perks

• 🏖️ PTO (paid time off)
• 🏥 Medical, dental, and vision insurance
• 💰 401(k) with company match
• 📈 Progressive benefits
• 🏢 Flexible work environment