Business Valuation Associate - Hybrid/Remote Growth

Aprio; Walnut Creek (CA); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

401k with Profit Sharing

Flexible Spending Account

Parental Leave

CPA support program

Discretionary incentive compensation

Remote & Hybrid options

Wellness program

Job summary

Aprio is seeking a Business Valuation Associate to join a dynamic, entrepreneurial practice where you will contribute to sophisticated valuation engagements across a diverse portfolio of top-tier clients.

You will assess the financial and operational factors that drive valuation decisions from investment, regulatory, and strategic perspectives — evaluating value at both the enterprise and individual security levels.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related discipline.
• 1–2 years of business valuation experience, or relevant coursework and/or internship experience in valuation and financial modeling
• Demonstrated experience in financial analysis and financial modeling
• Advanced proficiency with Microsoft Excel
• Exceptional verbal and written communication skills
• Strong project management and organizational capabilities
• Motivated, results-oriented, and proactive, with a strong desire to succeed in an entrepreneurial environment
• Preferred: 1–2 years of consulting experience in a finance-related function
• Preferred: Active progress toward or completion of professional certifications (e.g., CFA, ASA, CPA)

Responsibilities

• Develop financial models to support valuation, strategic planning, and transaction planning engagements
• Prepare written valuation reports encompassing industry research, macroeconomic analysis, company-specific financial analysis, and an explanation of valuation methods
• Perform due diligence and manage client documentation for model development and deliverable production
• Stay current on business and economic developments relevant to client industries and engagements
• Serve as an active member of cross-functional client engagement teams, collaborating closely with other service groups across the firm
• Maintain positive, productive, and professional relationships with client personnel and internal team members

Skills

Excel

Financial analysis

Financial modeling

Communication

Project management

Entrepreneurial mindset

CPA certification (preferred)

Education

Bachelor's degree

Job description

Aprio is seeking a Business Valuation Associate to join a dynamic, entrepreneurial practice where you will contribute to sophisticated valuation engagements across a diverse portfolio of top-tier clients.

You will assess the financial and operational factors that drive valuation decisions from investment, regulatory, and strategic perspectives — evaluating value at both the enterprise and individual security levels.