Valuation Analyst/ Senior Valuation Analyst

GBQ Holdings LLC; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

A valuation and advisory firm in Columbus is seeking a full-time Valuation Analyst with 1-3 years of business valuation experience. Responsibilities include preparing comprehensive business valuation reports, performing financial analyses, and contributing to group initiatives. The ideal candidate holds a Bachelor's degree in Finance or related field, possesses strong analytical and communication skills, and is proficient in MS Excel. This position offers an exciting opportunity for professional growth within a nationally recognized firm.

Qualifications

• 1-3 years of business valuation experience.
• Fundamental understanding of finance, valuation concepts, accounting principles, and economics.
• Detail-oriented and capable of managing multiple tasks.

Responsibilities

• Prepare Business Valuation Reports and conduct various valuation techniques.
• Contribute to group initiatives and pursue valuation designations.
• Conduct in-depth financial and valuation analysis and modeling.

Skills

Business writing skills

Analytical skills

Problem solving skills

MS Excel

Communication skills

Education

Bachelor's degree in Finance or related field

Tools

CapitalIQ

Crystal Ball

Job description

Career Opportunities with GBQ Holdings LLC

A great place to work.

Current job opportunities are posted here as they become available.

GBQ’s Valuation and ESOP Advisory practice is nationally recognized and is among the fastest-growing valuation practices in the country. We perform hundreds of valuations annually for clients nationwide, ranging from large international publicly-traded companies to small family-owned businesses. We specialize in the valuation of businesses, business interests, intangible assets, and complex financial instruments in the context of transaction advisory, ESOPs, estate and gift planning, shareholder transactions and buy-sell agreements, equity-based compensation, financial reporting, and various other corporate-related matters.

Our innovative and forward-thinking professionals are recognized industry thought leaders who frequently serve as speakers, authors, and instructors on topics related to valuation, ESOPs, transaction advisory, and finance…on a local, regional, and national basis. We are also accredited members of the CFA Institute (CFA), the American Society of Appraisers (ASA), the National Association of Certified Valuation Analysts (CVA), the Institute of Business Appraisers (CBA), and the American Institute of Certified Public Accountants (CPA/ABV).

Position Statement:

We are currently seeking valuation professionals with 1-3 years of business valuation experience for a full-time Valuation Analyst position in our Valuation and ESOP Advisory practice. This position is in our Columbus office.

Responsibilities:

• Prepare Business Valuation Reports – The primary role of our valuation professionals is to complete a wide variety of valuation engagements for companies of all sizes and industries. In performing these valuations, the Valuation Analyst will:
• Learn about our client companies and interview executive management
• Perform business, industry, and economic research
• Conduct in-depth financial and valuation analysis and modeling
• Conduct various valuation techniques, including discounted cash flow analysis, guideline public company analysis, guideline transaction analysis, option-pricing valuation techniques, and various others
• Write comprehensive valuation reports to support and document our opinion
• Contribute to Group Initiatives – Our Valuation Analysts are expected to contribute to group-wide initiatives and special projects, and otherwise actively participate in the improvement of our Valuation practice by providing new ideas, suggestions, research, etc.
• Pursue Valuation Designations – Our Valuation Analysts are expected to pursue valuation- and finance-related professional designations, such as the CFA, CPA/ABV, and/or ASA.

Specific Competencies Required for Successful Job Performance:

• Fundamental understanding of finance and valuation concepts and theory, accounting principles, and economic theory
• Advanced experience in MS Office, specifically MS Excel
• Excellent business writing skills
• Experience with business software programs such as CapitalIQ or Crystal Ball is a plus
• Strong problem solving and analytical skills
• Excellent oral communication skills and ability to succeed in a team environment
• Detail-oriented and organized, capable of simultaneously managing multiple engagements, tasks, and responsibilities
• Ability to think creatively and display intellectual curiosity
• Self-motivated to perform at high level
• Ability to quickly learn and display knowledge of client’s business and its industries
• Ability to consistently enhance and develop professional and technical skills
• Flexible work schedule and willingness to work as needed to meet client deadlines
• Represent firm and build relationships by participating in outside activities

Educational Requirements:

• Bachelor’s degree in Finance or a related field, with significant Accounting and Economics coursework preferred

Other Requirements:

• Candidates must be authorized to work in the United States
• Reliable transportation for on-site client work
• Ability to work evenings and weekends based on time of year and client demands