Business Valuation Senior Analyst

LBMC; Brentwood (TN); On-site; USD 85,000 - 110,000; Full time

Job summary

LBMC’s Nashville office seeks a Business Valuation Senior Analyst. You will conduct valuations for marital dissolution, gifts, and estate tax planning, reviewing financials to create reports used in mediation and trial. You’ll guide engagements, mentor staff, and expand LBMC’s family of services.

You’ll work with a seasoned team, apply advanced modeling, and stay current with industry guidance while serving sophisticated clients in a visible role.

Qualifications

• Bachelor's degree in accounting, finance, economics or related field.
• Completion of or working towards ABV/ASA/AM/CFA preferred.
• 3+ years in business valuation or FP&A.
• Experience with option pricing modeling for earnouts/stock-based comp is a plus.
• Advanced Monte Carlo modeling experience is preferred.
• ASC 805 purchase price allocations experience is a plus.

Responsibilities

• Valuate marital dissolutions, gifts, and estate tax planning for family law engagements.
• Review financial documents and distill data into reporting tools for mediation or trial.
• Determine engagement objectives and resource mix to meet client needs.
• Build and maintain relationships with client stakeholders and external professionals.
• Identify opportunities to expand LBMC services to other practice areas.
• Serve as client consultant from scope to timeline planning and delivery.
• Perform diversified FVS assignments using financial models and templates.
• Data collection from internal/external sources (S&P Capital IQ, govt data) and market research.
• Develop technical valuation skills and apply to client work.
• Mentor Staff Analysts toward progression to manager level.
• Adhere to LBMC processes and professional conduct.

Skills

Independent worker

Client service

Travel readiness

Analytical thinking

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Bachelor's Degree in Economics

Professional certifications (ABV, ASA, AM, CFA)

Tools

S&P Capital IQ

Job description

OPPORTUNITY

This Business Valuation Senior Analyst role is a great opportunity for anyone passionate about business valuation and is looking to step into a highly visible role with sophisticated clients. Our engagements include a variety of technically challenging work in the family law field both in valuation and forensic accounting. You would be joining a progressive office in Nashville and receiving mentorship and support from seasoned industry professionals in the market. High-performing candidates have a clearly defined path for advancement to leadership positions within LBMC.

Description

This Business Valuation Senior Analyst role is a great opportunity for anyone passionate about business valuation and is looking to step into a highly visible role with sophisticated clients. Our engagements include a variety of technically challenging work in the family law field both in valuation and forensic accounting. You would be joining a progressive office in Nashville and receiving mentorship and support from seasoned industry professionals in the market. High-performing candidates have a clearly defined path for advancement to leadership positions within LBMC.

SCOPE OF WORK

• As a member of the Litigation & Valuation practice, this individual will primarily work with our family law team conducting valuations for marital dissolution as well as gift and estate tax planning
• Review financial documents and distill financial information into reporting tools to support clients and attorneys in decision-making and settlement, as well as performing analyses and creating reports for use in mediation and at trial when needed
• Identifies the most effective means of meeting engagement objectives, including the use of technology and the right mix of procedures and personnel
• Works diligently to support and build relationships with key stakeholders at client organizations to continue to foster a long-term partnership between the LBMC Litigation and Valuation Department and external clients, attorneys, and other financial professionals
• High-performing individuals will be alert to client needs for the possible expansion of services to other LBMC Family of Company service lines
• Act as client consultant throughout the determination of services needed, engagement timeline planning, delegation of tasks to additional team members, resolution of project roadblocks, and presentation of all findings
• Perform diversified FVS assignments utilizing customized financial models or pre-prepared templates to present findings from historical financial statements and comparable company financial analysis compilations
• Collect appropriate data from internal and external sources (client documents, S&P Capital IQ, government data, etc.) and perform research on economic, industry and market trends impacting the entity being analyzed
• Continue to develop technical skills in business valuation as work experience increases and apply those skills to work performed for clients
• Sees training and development of Staff Analysts as important part of job and necessary in order to progress to a manager level position with the firm
• Adheres to LBMC's defined processes and procedures including the firm's policy on privacy and client confidentiality. Knows and follows the rules, regulations, and the Code of Professional Conduct of the AICPA, the Tennessee Society of CPAs, the Tennessee Board of Public Accountancy, and other regulating bodies as appropriate

IDEAL CANDIDATE PROFILE

• Bachelor's Degree in Accounting, Finance, Economics, or a related field
• Completion of (or actively working towards) a relevant industry certification (e.g., ABV, ASA, AM, CFA)
• 3+ years of Business Valuation or Financial Planning and Analysis Experience
• Preferred Experience with Advanced option pricing modeling for the valuation of earnouts and stock-based compensation
• Advanced Monte Carlo simulation modeling for the valuation of earnouts and stock-based compensation
• Valuations related to purchase price allocations (ASC 805) is a plus
• Willingness to travel to client sites and/or attorney offices as requested
• Proven ability to work independently on projects and provide a high level of customer service to clients, attorneys, and general project stakeholders
• Experience in family law would be preferred, but is not required

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.