Business Valuation Consultant

Confidential Company; Phoenix (AZ); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Confidential Company in Phoenix, Arizona seeks candidates for business valuation engagements from inception to draft stage, with responsibilities including document management and client interactions.

Applicants should have strong organizational skills, be detail-oriented, and possess a Bachelor's Degree along with business valuation certification or CPA. Proficiency in Excel and Word is essential, and familiarity with data tools like QuickBooks and Tableau is preferred.

Qualifications

• Manage multiple projects and meet deadlines.
• Translate data sets into visual formats.
• Draft expert reports and client communications.
• Reconcile work from multiple perspectives.
• Research economic and industry data.

Skills

Effective organization skills

Ability to analyze large data sets

Writing skills for reports

Detail oriented

Research abilities for industry data

Proficient with Excel and Word

Business valuation certification

Education

Bachelor's Degree

Business valuation certification or CPA

Tools

QuickBooks

IDEA/ACL

Tableau

Job description

Candidates will primarily be responsible for preparing business valuations engagements from inception to draft stage. This would include managing document requests/production, valuation models, report templates, site visits, and client interactions. Involvement with damages and other financial forensic engagements may be an option, if interested.

Candidates should be commutable to Phoenix, Arizona on a hybrid basis or open to relocating to Phoenix.

Qualifications

• Effective organization skills. Ability to manage multiple projects/cases in order to meet fluctuating deadlines and pressure situations with incomplete information.
• Ability to analyze large data sets and simplify/translate into a visual format. (Ex.: Create a graph of gross profit by zip code, Compare company to benchmarks over time, Contrast revenue per employee to benchmarks, etc.)
• Written skills involved through the drafting of expert reports and other client communications.
• Detail oriented and able to reconcile/check work from multiple perspectives. (ex. Foot/crossfooting of schedules, goal seeking, compare cash receipts per the bank statements to reported revenue, etc.)
• Ability to research industry/economic/benchmark data and apply to subject companies.
• Proficient with Excel and Word.
• Business valuation certification (ex. CVA, ASA, ABV, CFA, etc.) or a Certified Public Accountant (CPA)
• Bachelor’s Degree.

Preferred Qualifications

• General understanding of economic damages and income taxes.
• Familiarity with QuickBooks, IDEA/ACL, Tableau, and other data sources (such as RMA, DLOM databases, CapIQ, Able2Extract, etc.).
• Ability to research professional business valuation journals and be familiar with current trends, techniques, and court rulings
• This position has the potential to develop the qualifications for expert testimony, if desired.