Business Valuation Associate/Sr. Associate

LCG Advisors; United States; Hybrid; USD 70,000 - 110,000; Full time

Job summary

LCG Advisors, LLC seeks a Business Valuation Associate/Sr. Associate to execute challenging valuation engagements from proposal through completion. This role is based in Kentucky and involves industry research, financial modeling, and client reporting.

You will prepare valuation reports for banks, attorneys, and private firms; serve as the main client contact; and support business development while meeting tight deadlines in a fast-growing practice.

Qualifications

• Bachelor's degree in Accounting, Economics or Finance required; Master’s preferred
• CVA or ABV certification required
• Two or more years of private company valuation experience required
• ASC 718 and/or ASC 805 experience preferred
• Proficiency in Excel, PowerPoint and Word required

Responsibilities

• Execute valuation engagements from proposal to completion
• Perform industry research using comps and transactions
• Prepare and interpret financial valuation models
• Create valuation reports for clients (banks, attorneys, private businesses)
• Serve as the primary client contact during engagements
• Assist in business development activities and conferences
• Conduct forensic financial analyses and build/maintain models
• Quality control on schedules and reports
• Develop reports for entity valuation and tax planning
• Meet deadlines and manage client documents and communications

Skills

Excel

PowerPoint

Word

Analytical skills

Research skills

Communication skills

Education

Bachelor's degree in Accounting, Economics or Finance

CVA or ABV certification

Master's degree preferred

Tools

Valuation software

BVR valuation databases

Financial modeling tools

Job description

The Business Valuation Associate/Sr. Associate is responsible for executing and delivering challenging valuation engagements by participating in projects from initial proposal preparation through project completion.

Business Valuation is a rapidly growing division within LCG Advisors which was created to respond to the unprecedented need for business valuation services in the market. The demand for business valuation trained professionals is exploding and will continue to grow exponentially over the next 10-20 years.

Primary Responsibilities:

• Perform industry research including comparable publicly-traded companies and similar transactions, analyze competitive industry dynamics and assess financial conditions of peer companies.
• Perform financial statement and benchmarking analysis and prepare and interpret the financial valuation models.
• Create valuation reports for clients (financial institutions, attorneys, private business, accounting firms)
• Serve as the key point of contact for clients over the course of the business valuation engagement (manage receipt of financial documents, respond to questions as necessary, deliver finalized valuation report)
• Participate in business development activities as interested (conferences, networking events)
• Work on projects with division Director as needed
• Conduct and perform forensic financial analyses, build models, maintain documents, assist in report writing, and perform quality control procedures on schedules and reports.
• Discuss and outline problems/issues with a manager or Managing Director and then act on the preferred advice.
• Analyze data and financial/non-financial information and apply a forensic approach to the work.
• Develop reports for entity valuation, purchase price allocation, tax planning, succession planning, etc.
• Prepare clear, concise reports which can be understood by non-accountants such as clients, attorneys, and the Court.
• Be flexible and responsive to client needs, particularly available for meetings at times and places stipulated by the client. This can involve working long days and tight deadlines.
  

Qualifications & Experience:

• Bachelor's degree in Accounting, Economics or Finance, required; Masters, preferred
• CVA or ABV certified, required
• Two or more years of private company valuation experience, required
• Experience analyzing financial statements and related schedules, required
• ASC 718 and/or ASC 805 experience, preferred

• Prior experience with BVR or related valuation databases, preferred
• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word, required
• Understanding of economics, financial theory and/or principles of accounting, required
• Excellent written and verbal communication skills
• Superior analytical and research skills
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully "multi-task" while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ability to successfully interact with professionals at all levels

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Flexibility for travel (up to 20 %)

Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN. The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. An actual offer can vary based upon on role, hiring location, and qualifications. For additional information on LCG’s total rewards, visit our website at https://lcgadvisors.com/careers/. LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.