Inventory Valuation Senior Associate

LCG Advisors, LLC; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

LCG Advisors, LLC is seeking an Inventory Valuation Sr. Associate in the Boston area. You will build Excel-based valuation models, perform in-depth inventory analyses, and support asset-based lending assessments across industries.

The role entails client interaction, project management, and collaboration with senior leaders. The ideal candidate has a bachelor's degree in accounting/finance and 3+ years of inventory valuation experience, with strong Excel skills and excellent communication.

Qualifications

• Bachelor's degree in Accounting, Economics or Finance is required.
• 3+ years of inventory valuation experience is required.
• Professional designation (ASA, CFA, CPA, ABV) is preferred.
• Proficient in Microsoft Office Suite, specifically Excel, PowerPoint and Word.
• Understanding of economics, financial theory and accounting principles.
• Excellent written and verbal communication skills.
• Superior analytical and research skills.
• Solid organizational skills with attention to deadlines.
• Ability to multi-task independently or in a team.
• Proven ability to work in deadline-driven environments.

Responsibilities

• Develop dynamic Excel-based valuation models for detailed inventory analysis
• Perform valuation assessments under orderly liquidation scenarios
• Conduct inventory reconciliations, sales, gross margin, and expense analyses across industries
• Support inventory appraisals to assist in asset-based lending evaluations
• Collaborate with senior leaders and internal ABL team to understand requirements and core valuation drivers
• Contribute to expansion of the firm’s valuation offerings within inventory appraisal
• Serve as the main client contact to receive documents, answer questions, and deliver final valuation report
• Engage in business development activities such as conferences and networking
• Work on projects with the division Director as needed

Skills

Excel

PowerPoint

Word

Education

Bachelor's degree in Accounting, Economics or Finance

ASA/CFA/CPA/ABV preferred

Tools

Excel

PowerPoint

Word

Job description

Location:Open

LCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services.

The Inventory Valuation Sr. Associateis responsible forexecutingand deliveringchallenging valuation engagements byparticipatinginprojects from
initialproposal preparation through project completion.

Business Valuation isarapidly growing division within LCGAdvisorswhich was created to respond to the unprecedented need for business valuation services in the market. The demand for business valuation trained professionals is explodingandwill continue to grow exponentially over the next 10-20 years.

Primary Responsibilities:

• Develop dynamic Excel-based valuation models for detailed inventory analysis
• Perform valuation assessments under orderly liquidation scenarios
• Conduct thorough inventory reconciliations, sales, gross margin, and expense analyses across multiple industries
• Support inventory appraisals to assist in asset- based lending (ABL) facility evaluations
• Collaborate with senior leaders and internal ABL team to understand requirements, process flow, and core valuation drivers
• Contribute to the expansion of the firm’s valuation offerings specifically within the inventory appraisal
• 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

Qualifications & Experience:

• Bachelor's degree in Accounting, Economics or Finance,required
• 3+years of inventory valuation experience,required
• Professional designation (e.g., ASA, CFA, CPA, ABV), preferred
• Machinery & equipment valuation experience, 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 tolift upto 15 pounds at times.
• Flexibility for travel (up to 20 %)

Salary Range:

• $60,000 - $90,000 base with bonus opportunity

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.
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.