Analyst, Business Valuation - Valuation Advisory

Stout Risius Ross, LLC; Irvine (CA); On-site; USD 60,000 - 130,000; Full time

Benefits offered by this job

Total Rewards program

Flexible work schedules

Wellness options

Job summary

Stout in Irvine is seeking an Analyst in the Business Valuation practice to support valuation engagements for tax, transactions, and dispute-related matters. You will work with senior professionals to analyze businesses, ownership interests, and financial instruments across diverse industries.

You will prepare models, reports, and exhibits, leverage AI-enabled tools to streamline research, and contribute to practice development while adhering to deadlines and client expectations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 0–3 years of valuation or related professional services experience.
• Progress toward CFA, ASA, CPA, ABV, or CVA preferred.
• Understanding of valuation methods and financial modeling concepts.
• Ability to analyze financial statements, forecasts, tax returns, and other financial information.
• Strong written and verbal communication skills.

Responsibilities

• Perform business enterprise and equity valuations using income, market, and asset-based approaches.
• Develop discounted cash flow, guideline public company, precedent transaction, and other valuation analyses.
• Support engagements involving estate and gift taxation, income tax requirements, buy-sell agreements, mergers and acquisitions, corporate reorganizations, and recapitalizations.
• Prepare valuation models, schedules, exhibits, reports, memoranda, and presentations.
• Collaborate with senior professionals to document methodologies and data sources.

Skills

Analytical thinking

Communication skills

Attention to detail

Client service experience

Time management

Education

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

Tools

Microsoft Excel

Word

PowerPoint

Job description

Impact You’ll Make

As an Analyst within Stout’s Business Valuation practice, you will support valuation and financial advisory engagements for tax, transaction, corporate planning, and dispute-related purposes. You will work with senior professionals to analyze businesses, ownership interests, financial instruments, and other assets across a broad range of industries. Your work will support clients including privately held and public companies, private equity and hedge funds, law firms, accounting firms, and high-net-worth individuals. Develop valuation analyses that support tax planning, transactions, corporate reorganizations, and litigation matters. Perform company, industry, market, and financial research to support valuation conclusions. Prepare financial models, reports, and exhibits for complex client engagements. Work with senior professionals to evaluate ownership interests, securities, and other financial assets. Build technical valuation and advisory skills through exposure to a diverse client base and range of assignments.

What You’ll Do

Perform business enterprise and equity interest valuations using accepted income, market, and asset-based approaches. Develop discounted cash flow, guideline public company, precedent transaction, and other valuation analyses. Support engagements involving estate and gift taxation, income tax requirements, buy-sell agreements, mergers and acquisitions, corporate reorganizations, and recapitalizations. Assist with employee stock ownership plan, fairness opinion, solvency opinion, and other transaction-related assignments. Analyze valuation discounts associated with family limited partnerships, limited liability companies, restricted stock, blockage, and undivided interests. Support valuations of promissory notes, private equity interests, hedge fund interests, and other complex financial instruments. Assist with analyses related to C corporation to S corporation conversions and other tax-related matters. Review financial statements, forecasts, tax returns, transaction documents, partnership agreements, and other relevant records. Conduct company, industry, economic, and market research across sectors such as manufacturing, distribution, consumer products, retail, food and beverage, automotive, real estate, media and entertainment, engineering, and construction. Prepare valuation models, schedules, exhibits, reports, memoranda, and presentations. Participate in client calls, management interviews, and internal engagement discussions. Maintain clear documentation of assumptions, methodologies, data sources, and analytical procedures. Support multiple engagements while meeting client, regulatory, and transaction deadlines. Assist with proposals, research publications, presentations, and other practice development efforts. Leverage AI-enabled tools and emerging technologies to enhance research, streamline deliverable preparation, and improve overall efficiency and insight.

What You Bring

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 0–3 years of experience in business valuation or a related professional services field.
• Progress toward a professional designation such as CFA, ASA, CPA, ABV, or CVA preferred.
• Understanding of business valuation methods and financial modeling concepts.
• Ability to analyze financial statements, forecasts, tax returns, and other financial information.
• Strong quantitative, research, and problem-solving skills.
• Advanced proficiency in Microsoft Excel and working knowledge of Word and PowerPoint.
• Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.
• Strong written and verbal communication skills.
• High attention to detail and commitment to producing accurate work.
• Ability to manage multiple assignments and changing deadlines.
• Experience working in a client service or professional services environment preferred.
• Must be authorized to work in the United States without current or future employer sponsorship.

How You’ll Thrive

• Approach valuation questions with curiosity, analytical discipline, and sound judgment.
• Connect financial analysis with the business, tax, transaction, or legal purpose of each engagement.
• Maintain accurate documentation and clearly support analytical assumptions and conclusions.
• Ask thoughtful questions and incorporate feedback from senior team members.
• Manage competing priorities while maintaining work product quality.
• Communicate professionally with clients, colleagues, and external advisors.
• Build productive relationships across engagement teams and contribute to a collaborative work environment.
• Embodied Stout’s core values: Positive and Team-Oriented, Accountable, Committed, Entrepreneurial, Relationship-Focused, Super-Responsive, and Great Communicators.
• Deliver Relentless Excellence through careful analysis, responsiveness, and consistent execution.

Why Stout?

At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits

Benefits

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $60,000.00 - $130,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits. At Stout, whether you're launching your career or bringing decades of expertise, you'll find the challenges, collaboration, and support that fuel real growth. We invest in our people because we know that exceptional client service starts with how we take care of our own. We reward outstanding performance, encourage continuous learning, and foster a culture where different perspectives strengthen our work and our team. Stout is committed to providing an alternative way to express your interest in our job opportunities if a disability inhibits you from applying online. Please call us at 248-208-8800 to communicate that you are utilizing this accommodation to express interest in a specific open position. Please reference the job code to help us process your request. Please understand that this option is only available to those in need of an accommodation related to a disability. All other requests regarding status of an application or a resume will not be provided by the use of this phone number.