Senior Business Valuation Associate

Rea; Dublin (OH); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Care Plan

401k with 3% match

Life Insurance

Family Leave

Disability Insurance

Training & Development

Work From Anywhere option

Wellness Resources

4 weeks PTO

12 paid holidays

Job summary

Rea is seeking a Senior Business Valuation Associate to lead financial analysis and modeling for diverse businesses, applying advanced valuation techniques and managing client interviews. The role mentors junior analysts and contributes to Quality of Earnings engagements while guiding the valuation team's strategic direction.

The ideal candidate has 3–5 years of valuation experience, strong communication skills, and progress toward professional designations such as CFA, ABV, ASA, or CVA.

Qualifications

• Bachelor’s degree in Finance or Accounting.
• 3–5 years of relevant experience in business valuation.
• Progress toward or attainment of CFA, ABV, ASA, or CVA is preferred.
• Strong written and verbal communication skills.
• Extensive experience in financial analysis and valuation modeling.

Responsibilities

• Lead financial analysis and modeling to value diverse businesses and assets.
• Apply advanced valuation techniques: DCF, capitalization of earnings, public company analyses, and more.
• Produce detailed valuation reports and present findings to clients clearly.
• Provide expert insights and recommendations based on valuation results.
• Establish and maintain senior-level client relationships and conduct management interviews.
• Collaborate with cross-functional teams to enhance engagement outcomes.
• Mentor junior analysts and interns within the valuation team.
• Share industry best practices and keep the team informed on trends in business valuation.
• Utilize networking to generate engagement opportunities and closures.
• Support ESOP, estate and gift valuation work as needed.
• Assist with site visits and ride-alongs for the team.

Skills

Financial analysis

Valuation modeling

Client management interviews

Communication skills

Mentoring junior analysts

Networking with clients

Education

Bachelor’s degree in Finance or Accounting

Job description

Rea is a growing Top 100 business advisory & accounting firm providing our clients services intax, accounting, and business consulting.We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

TheSenior Business Valuation Associateon the Business Valuation and Transaction Advisory Services team will lead financial analysis and modeling, apply advanced valuationtechniquesandconductingclient management interviews. This role will mentor junior analysts, contribute to Quality of Earnings engagements, and offerexpertisein transaction advisory services. TheSenior Analystshapes the team's strategic direction and ensures client satisfaction.

Responsibilities

• Spearhead in-depth financial analysis and modeling tofacilitatethe valuation of diverse businesses and assets
• Take charge of intricate valuation techniques, such as capitalization of earnings, public company analysis, discounted cash flow analysis, and other advanced methodologies
• Produce detailed and comprehensive valuation reports, presenting findings and insightstoclients in a clear and concise manner
• Provideexpert-level insights and recommendations based on valuation outcomes
• Establish andmaintainstrong client relationships, including conducting high-level management interviews to obtain a holistic understanding of their businesses
• Collaborate effectively with cross-functional teams, contributing senior-levelexpertiseto enhance overall engagement outcomes
• Bring advanced knowledge and experience to transaction-related valuations, ESOPs, and estate & gift planning valuations
• Provide guidance and mentorship to junior analysts and interns, fostering skill development and knowledge enhancement within the valuation team
• Share industry best practices and keep the team informed about emerging trends in business valuation
• Utilize strong networking skills to cultivate andmaintainrelationships with clients, resulting in successful engagement acquisition and closure
• Conduct site-visits andassistjunior team members with completing ride-alongs

• Bachelor’s degree in Finance or Accounting
• Minimum of 3 - 5 years of relevant experience in business valuation
• Progress toward or attainment of professional designations such as CFA, ABV, ASA, CVA is preferred
• Demonstratedtrack recordof extensive experience in financial analysis and valuation modeling
• In-depth knowledge of a broad spectrum of valuation techniques and methodologies
• Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and understandable manner
• Ability to conduct high-level management interviews, extracting pertinent information to enhance valuation processes
• Proven experience in building andmaintainingclient relationships at a senior level

Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with 3% contribution)
• Life Insurance (Basic, Voluntary & AD&D)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• 'Work From Anywhere' Option
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays

Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.