Valuation Analyst

Wipfli India; Bengaluru Urban; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Wipfli India is seeking a valuation professional to support engagements alongside senior staff in India or the US. You will assist in financial consulting across Gift & Estate planning, healthcare, ESOPs, and bank valuations, while preparing and analyzing structured data from diverse sources.

You will download industry data, analyze financial statements, and summarize key points, staying abreast of market trends and risks.

Qualifications

• Master’s or bachelor’s degree in accounting or finance.
• Minimum 1 year of experience in business valuations and related areas.
• Experience with overseas teams is desirable.

Responsibilities

• Support valuation engagements with senior/manager in India or US.
• Assist teams in providing financial consulting for valuations (Gift & Estate planning, Healthcare, ESOPs, Bank valuations).
• Prepare and analyze structured data from unstructured sources.
• Download industry and economic data, analyze financial statements, summarize key report points.
• Stay updated on business/economic developments affecting valuation issues and industry trends.
• Communicate proactively with associates on open items or risks.
• Input financial data into models.
• Analyze target company data for historical/projected trends, working capital, and risks affecting valuation and negotiation.
• Deliver high-quality work and assist teammates in the valuation team.
• Collaborate with VFLT team members in US and India.

Skills

Excel

Word

Communication

Attention to detail

Project management

Independent thinking

Team player

Education

Bachelor's degree in accounting or finance

CA (Intermediate/Final)

CFA Level I/II/III

Valuation certification

Tools

IBIS World

Capital IQ

Deal Stats

Job description

Role and Responsibilities:

• Effectively support on valuation engagements in collaboration with a senior/ manager in India or the US
• Support Wipfli project teams in providing financial consulting services relating to business valuations (Gift & Estate planning, Healthcare, ESOPs, and Bank valuations)
• Preparation and analysis of structured data from unstructured data sources
• Download industry and economic data, analyze financial statements, and summarize key report points
• Stay abreast of current business and economic developments relevant to business valuation issues and specific industry trends
• Communicate proactively with other associates regarding open items, potential problems, or other important matters in a timely manner
• Input financial data into various models
• Analyze target company data to identify historical and projected financial and operating trends, working capital considerations, and potential risks which impact valuation and negotiation of the target company
• Deliver high-quality work products and assist other team members in valuation team
• Collaborate with VFLT team members in the US and India

Skills and Competencies:

• Proficient in the Microsoft suite of products, particularly Excel and Word
• Strong oral and written communication skills and ability to effectively communicate with team members across US and India
• Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail
• Ability to plan and manage multiple projects simultaneously, work under pressure and meet deadlines
• Demonstrated ability to think independently and make decisions
• Team player with good interpersonal and communication skills

Essential Qualifications and Experience:

• Master’s or bachelor’s degree in accounting or finance
• Minimum 1 year of experience in business valuations, gift & estate tax valuations, business combinations (ASC 805) and goodwill impairment (ASC 350), among others will be preferred CA (Intermediate/ Final) or CFA Level I/II/III or any other business valuation certification is preferred.
• Prior experience of working with overseas team is desirable.
• Prior experience with IBIS World, Capital IQ, or Deal Stats would be nice to have

Work location: Wipfli India, Bengaluru