Economic Valuation & Portfolio Analytics Associate

KPMG LLP; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

KPMG LLP in Dallas, TX is seeking an Associate for the Economic and Valuation Services practice. You will analyze industry dynamics, build valuation models, and participate in due diligence for mergers and acquisitions.

The role emphasizes collaboration, problem solving, and applying technologies like Power BI and Alteryx to deliver insights across client engagements. Strong academic credentials and the ability to travel are preferred.

Qualifications

• Must be pursuing and have completed the specified degrees in the past 12 months or will start by the start date.
• Preferred GPA of 3.0 or above.
• Coursework or minor in information systems, software engineering, computer science or data and analytics preferred.
• Knowledge of finance, financial statement analysis, quantitative and competitive analysis; building complex financial models and efficient manipulation of cumbersome data
• Excellent communication, time management and leadership skills, feedback oriented, and resourceful in delivering high quality work

Responsibilities

• Analyze peer companies' financials and build cash flow models including DCF and market multiples.
• Support due diligence on mergers and acquisitions, PPA, impairment and restructurings.
• Research and communicate key valuation drivers.
• Analyze data and prepare documentation for financial reporting using Excel, Power BI, Alteryx and similar tools.
• Interview senior client management and document inputs concisely.
• Prepare valuation reports detailing methodologies and inputs; prepare transfer pricing reports.
• Develop capabilities in AI, Alteryx, Power BI for client delivery.

Skills

Financial analysis

Valuation

Analytical thinking

Communication

Team collaboration

Education

Bachelor's or Master's in Accounting, Economics, Business, Finance, Mathematics

Tools

Excel

Power BI

Alteryx

Access

Job description

KPMG LLP in Dallas, TX is seeking an Associate for the Economic and Valuation Services practice. You will analyze industry dynamics, build valuation models, and participate in due diligence for mergers and acquisitions.

The role emphasizes collaboration, problem solving, and applying technologies like Power BI and Alteryx to deliver insights across client engagements. Strong academic credentials and the ability to travel are preferred.