Inventory Valuation Senior Associate

LCG Advisors; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

LCG Advisors seeks an Inventory Valuation Sr. Associate to execute and deliver challenging valuation engagements from proposal through completion. This role focuses on dynamic Excel-based models and inventory analysis across multiple industries.

The candidate will support ABL facility evaluations, collaborate with senior leaders, and help expand the firm’s inventory valuation offerings. Travel up to 20% may be required, with a base salary range of $60,000–$90,000 plus bonus opportunities.

Qualifications

• Bachelor's degree in Accounting, Economics or Finance.
• 3+ years of inventory valuation experience.
• Professional designation (e.g., ASA, CFA, CPA, ABV), preferred.
• Machinery & equipment valuation experience, preferred.
• Proficient in Microsoft Office Suite, specifically Excel, PowerPoint and Word.
• Understanding of economics, financial theory and/or accounting principles.
• Excellent written and verbal communication skills.
• Superior analytical and research skills.
• Solid organizational skills, especially meeting deadlines and attention to detail.
• Ability to multi-task and work independently or in a group.

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 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 and core valuation drivers.
• Contribute to expansion of valuation offerings within inventory appraisal.
• Serve as the primary client contact, manage document receipt and deliver final valuation report.
• Participate in business development activities as appropriate.
• Work on projects with division Director as needed.

Skills

Excellent written and verbal коммуника

Superior analytical and research

Solid organizational skills

Multi-tasking ability

Education

Bachelor's degree in Accounting, Economics or Finance

Professional designation (ASA, CFA, CPA, ABV) preferred

Tools

Microsoft Excel

PowerPoint

Microsoft 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. Associate is responsible for executing and delivering challenging valuation engagements by participating in projects from initial proposal preparation through project completion.

Business Valuation is a rapidly growing division within LCG Advisors which was created to respond to the unprecedented need for business valuation services in the market. The demand for business valuation trained professionals is exploding and will 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,
  
• 3+ years of inventory valuation experience,
• 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 to lift up to 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.