Senior Valuation Analyst: Portfolio & Business Valuation

Jobtailor; Illinois; On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Illinois is seeking a seasoned valuation professional to lead business and portfolio valuations, support audit teams, and model financial scenarios. The role emphasizes cross-functional collaboration, stakeholder communication, and mentoring junior staff.

The ideal candidate has 3+ years in valuation, a Bachelor's degree, and a proactive, entrepreneurial mindset with credentials like CFA/CPA/ASA as a plus.

Qualifications

• 3+ years of valuation experience.
• Bachelor's degree required.
• Ability to transition easily between projects and engagements.
• Strong team player with a collaborative, solutions-oriented mindset.
• Desire for continuous learning and an entrepreneurial spirit.
• Certifications: CFA, ASA, CPA, or other valuation credentials are a plus.

Responsibilities

• Conduct business valuations and portfolio valuations.
• Review valuations in support of audit teams.
• Perform financial and valuation analysis and modeling.
• Maintain current knowledge of industry analysis and market data best practices.
• Compile supporting documentation and final reports.
• Manage multiple engagements while meeting quality and deadline requirements.
• Communicate with stakeholders from staff to executive leadership.
• Build relationships with internal and external stakeholders.
• Participate in client meetings and contribute to discussions.
• Review Intern and Staff work and provide feedback.
• Mentor Interns and Staff as a valuation technical expert.

Skills

Valuation Experience

Financial Analysis

Mentoring

Stakeholder Communication

Entrepreneurial Mindset

Education

Bachelor's degree

Job description

Jobtailor in Illinois is seeking a seasoned valuation professional to lead business and portfolio valuations, support audit teams, and model financial scenarios. The role emphasizes cross-functional collaboration, stakeholder communication, and mentoring junior staff.

The ideal candidate has 3+ years in valuation, a Bachelor's degree, and a proactive, entrepreneurial mindset with credentials like CFA/CPA/ASA as a plus.