Senior Business Valuation Analyst

PHG Advisory; Oshawa; Remote; CAD 75,000 - 100,000; Full time

Job summary

PHG Advisory, a leading firm in business valuation and equipment appraisal, is seeking a Senior Valuation Analyst. This full-time remote role involves collaborating directly with top management to conduct financial analyses, manage client relationships, and prepare detailed valuation reports. Candidates should hold a Bachelor's degree with 4+ years of relevant experience, strong analytical skills, and proficiency in valuation software. A commitment to excellence and a professional attitude towards teamwork are essential.

Benefits

Long-term career growth

Professional development opportunities

Collaborative and supportive remote work environment

Qualifications

• Minimum 4 years of experience in business valuation or financial analysis.
• Familiarity with US business tax returns is essential.
• Big 4 accounting experience is highly preferred.

Responsibilities

• Assist in business valuations and financial modeling.
• Prepare detailed valuation reports for clients.
• Manage client communications and maintain confidentiality.

Skills

Financial modeling

Analytical skills

Communication skills

Market research

Client management

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

Valuation software

Job description

We are a growing business valuation and equipment appraisal firm based in New York, USA, dedicated to delivering high-quality valuation services to businesses across various industries. As a certified firm (BGH Valuation - we are seeking a motivated and qualified Senior Valuation Analyst to join our team. In this full-time, remote position, you will collaborate closely with the Founder and Chief Valuation Officer to perform financial analyses, draft valuation reports, and support client engagement. This role offers strong potential for career advancement with a dynamic U.S.-based firm. BGH Valuation is a subsidiary to PHG Advisory -

Key Responsibilities :

• Assist in performing business valuations, including financial modeling, capitalized cash flow (CCF) and discounted cash flow (DCF) analysis, and comparable company analysis.
• Conduct market research and industry analysis to support valuation conclusions.
• Prepare detailed valuation reports and presentations for clients, ensuring accuracy and clarity.
• Manage client communications, organize valuation-related documents, and maintain confidentiality.
• Utilize software tools to streamline workflows, data analysis, and report generation.
• Collaborate with senior analysts to ensure compliance with valuation standards (e.g., USPAP, ASA, or NACVA guidelines).
• Attend team meetings and contribute to process improvements.
• Work independently and collaboratively to meet project deadlines and firm objectives.

Qualifications :

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Minimum of 4 years of experience in business valuation, financial analysis, or related fields, preferably with exposure to US markets.
• Familiarity with US business tax returns and financial reports (e.g., balance sheets, income statements, cash flow statements).
• Big 4 accounting firm experience or equivalent (e.g., valuation or Quality of Earnings (QoE) engagements) is highly preferred.
• Professional certifications such as CFA, ASA, ABV, or CVA are a plus but not required.
• Proficiency in Microsoft Excel (advanced financial modeling), Word, PowerPoint, and valuation software (e.g., DealStats, Capital IQ, Bloomberg, or similar).
• Strong English communication skills, both written and verbal, with professional video conferencing experience.
• Reliable internet connection, high-quality video camera, and microphone for seamless remote collaboration.
• Ability to work in a distraction-free environment during US business hours.

Cultural Fit :

We are looking for candidates who :

• Demonstrate integrity, professionalism, and a commitment to excellence.
• Are detail-oriented, proactive, and eager to learn.
• Value teamwork and clear communication.
• Are passionate about delivering accurate and insightful valuation solutions for clients.
• Are excited to grow with a US-based valuation firm and contribute to its success.
• Strong analytical and financial modeling skills.
• Excellent organizational and time management abilities.
• Ability to handle sensitive information with confidentiality.
• Comfortable leveraging AI tools to enhance productivity and analysis.
• Effective multitasking and prioritization under tight deadlines.

Benefits :

• Opportunity to work with a leading US-based valuation firm.
• Long-term career growth and professional development.
• Collaborative and supportive remote work environment.
Job Type :

Company Description

We are a growing business valuation and equipment appraisal firm based in New York, USA, dedicated to delivering high-quality valuation services to businesses across various industries. As a certified firm (BGH Valuation - we are seeking a motivated and qualified Senior Valuation Analyst to join our team. In this full-time, remote position, you will collaborate closely with the Founder and Chief Valuation Officer to perform financial analyses, draft valuation reports, and support client engagement. This role offers strong potential for career advancement with a dynamic U.S.-based firm. BGH Valuation is a subsidiary to PHG Advisory -

Key Responsibilities :

• Assist in performing business valuations, including financial modeling, capitalized cash flow (CCF) and discounted cash flow (DCF) analysis, and comparable company analysis.
• Conduct market research and industry analysis to support valuation conclusions.
• Prepare detailed valuation reports and presentations for clients, ensuring accuracy and clarity.
• Manage client communications, organize valuation-related documents, and maintain confidentiality.
• Utilize software tools to streamline workflows, data analysis, and report generation.
• Collaborate with senior analysts to ensure compliance with valuation standards (e.g., USPAP, ASA, or NACVA guidelines).
• Attend team meetings and contribute to process improvements.
• Work independently and collaboratively to meet project deadlines and firm objectives.

Qualifications :

Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Minimum of 4 years of experience in business valuation, financial analysis, or related fields, preferably with exposure to US markets.

Familiarity with US business tax returns and financial reports (e.g., balance sheets, income statements, cash flow statements).

Big 4 accounting firm experience or equivalent (e.g., valuation or Quality of Earnings (QoE) engagements) is highly preferred.

Professional certifications such as CFA, ASA, ABV, or CVA are a plus but not required.

Proficiency in Microsoft Excel (advanced financial modeling), Word, PowerPoint, and valuation software (e.g., DealStats, Capital IQ, Bloomberg, or similar).

Strong English communication skills, both written and verbal, with professional video conferencing experience.

Reliable internet connection, high-quality video camera, and microphone for seamless remote collaboration.

Ability to work in a distraction-free environment during US business hours.

Cultural Fit :

We are looking for candidates who :

Demonstrate integrity, professionalism, and a commitment to excellence.

Are detail-oriented, proactive, and eager to learn.

Value teamwork and clear communication.

Are passionate about delivering accurate and insightful valuation solutions for clients.

Are excited to grow with a US-based valuation firm and contribute to its success.

Skills & Competencies :

Strong analytical and financial modeling skills.

Excellent organizational and time management abilities.

Ability to handle sensitive information with confidentiality.

Comfortable leveraging AI tools to enhance productivity and analysis.

Effective multitasking and prioritization under tight deadlines.

Benefits :

Opportunity to work with a leading US-based valuation firm.

Long-term career growth and professional development.

Collaborative and supportive remote work environment.

Job Type :

Full-time

Education :

Bachelor’s degree (Required)

Experience :

Business Valuation or Financial Analysis : 4 years (Required)

Big 4 or QoE Experience : 2 years (Preferred)

License / Certification :

CFA, ASA, ABV, or CVA (Preferred)

Work Location :

Remote