Business Valuation Accountant

KerberRose S.C.; Green Bay (WI); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health, Dental, Vision Insurance

Flex Spending Account

Paid Time Off

401(k) with Employer Match

Professional CPA Support

Job summary

KerberRose S.C. is seeking an experienced Business Valuation Accountant to join our team in Wisconsin. You will work closely with clients on valuation engagements, preparing analyses, and maintaining project timelines with attention to detail.

As part of our firm, you will leverage advanced accounting software and NACVA/AICPA guidelines. The role emphasizes client communication, quality reporting, and ongoing professional growth within a collaborative environment.

Qualifications

• Bachelor degree in Business with Finance or Economics.
• ABV or CVA certification preferred (or eligible).
• Strong analytical and reporting skills.
• Ability to grow client relationships.

Responsibilities

• Manage all aspects of an average of 4-5 appraisal projects per month.
• Review subject company financial performance data and prepare analyses.
• Enter data and build appraisal models with accuracy and timeliness.
• Maintain clear communication with client companies and project team.
• Ensure adherence to NACVA/AICPA guidelines for engagements.
• Participate in client meetings and report deliveries as needed.

Skills

Analytical reasoning

Quantitative analysis

Report writing

Client relationships

Education

Bachelor's degree in Business with Finance or Economics

Job description

Description

Our continued expansion has created a need for an experienced Business Valuation Accountant. We are looking for a new team member who is eager to learn and grow in their career. We encourage our team members to progress in their abilities and assert their individuality throughout their career. Duties may be deadline driven, but there is still room for creativity and new ideas. As a part of our KerberRose team, you will be working closely with clients, assisting them with their business valuation needs. You will have access to the latest accounting software, products, and technology.

Our firm works closely with small and medium sized businesses providing traditional services such as financial statement preparation and reporting, income tax preparation and tax planning, auditing along with specialties such as business valuations and estate planning. We have twelve locations in Northeast Wisconsin and Michigan's Upper Peninsula to serve our clients.

Job Duties:

• Manage all aspects of an average of 4-5 appraisal projects per month.
• Request, receive, and review subject company sales, gross margin, inventory and operating expense performance information.
• Follow up on all open items with the subject company to ensure compliance.
• Enter data and prepare all financial analysis into appraisal models.
• Effectively sets priorities and works in an organized manner while managing multiple moving deadlines.
• Builds, maintains and manages effective relationships and communication with our client companies and clients throughout the appraisal process.
• Ensures internal communication with the project team is effective and consistent throughout the process, keeping all members up to date.
• Review analysis to ensure quality standards.
• Performs management interviews and site visits as needed.
• Learn and adhere to current NACVA/AICPA guidelines for all appraisal engagements.
• Participate in client meetings/report deliveries as needed.

Requirements

• Bachelor degree in Business, with a concentration in Finance or Economics preferred
• ABV or CVA certification preferred (or eligible)
• Ability to grow client relationships
• Demonstrates aptitude in quantitative and qualitative analysis and report writing
• Knowledge of Income Statements, Balance Sheets and relevant accounting terms
• Detail-oriented, able to effectively manage time, strong planning skills, and excellent analytical skills

Our employees are our most valuable assets and we want you to make a career with KerberRose. That is why we offer a comprehensive benefit package. The following benefits are available subject to group plan requirements and underwriting approval:

Student Loan Paydown Benefits

Health, Dental, and Vision Insurance

Flex Spending Account/Section 125 Plan

Health Care Reimbursement Account

Short-Term and Long-Term Disability

Life Insurance

Wellness Programs

Gym Membership reimbursement

Employer Matching 401(k)/Profit Sharing Plan

We also provide you with:

Paid Time Off

Paid Holidays

Continuing Professional Education

Financial incentive and exam fees reimbursed for passing the CPA Exam

Marketing Incentives

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 300 firms.