Senior Valuation Associate - SBA/M&A QoE (Remote)

BGH Valuation Services; Albertville (MN); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Flexible PTO

Credential and CE costs covered

Conference travel (NAGGL, AAML, BVFL)

Job summary

BGH Valuation Services seeks a Senior Associate to lead valuation engagements across SBA, M&A, QoE, and estate/divorce work. You will manage projects from kickoff to draft, analyze financials, and draft value reports for lenders and attorneys.

Work directly with leadership, collaborate across groups, and advance toward credentialing while enjoying a hybrid remote work arrangement and competitive compensation.

Qualifications

• 3–5 years of business valuation at a valuation, accounting, or advisory firm, or transaction advisory / QoE work with real valuation exposure.
• Bachelor’s degree in accounting, finance, or economics.
• CVA, ABV, ASA, or CFA completed or in progress.
• Strong Excel modeling and a working command of the income, market, and asset approaches.
• Careful writing. You notice when a number does not tie, and you say so.
• Ability to carry several files at once and hit hard deadlines.
• Interest in how a business actually makes money, where it breaks, and what a buyer would pay.

Responsibilities

• Take engagements from kickoff to draft: pull and analyze financials and tax returns, normalize earnings, research the industry and the economy, and build income, market, and asset-approach models.
• Draft Calculation of Value and Conclusion of Value reports (Summary and Detailed) that a credit committee, an estate attorney, or opposing counsel can use.
• SBA / M&A / QoE track: own day-to-day work on SBA 7(a) acquisition valuations and quality of earnings files, including document requests, lender and buyer communication, and SOP 50 10 8 independence and turnaround requirements.
• Estate & Gift / Divorce & Litigation track: support gift and estate, marital dissolution, buy-sell, and shareholder dispute engagements, including DLOM and control analyses and expert-report exhibits.
• Lead management interviews and client calls as you are ready, with senior staff on the line.
• Work with and lead our admin and valuation associate on file setup, document collection, workpapers, and first-pass analysis, and review their work before it comes to senior staff.
• Tighten templates, models, and workpaper standards as the practice grows.
• Work toward or maintain your credential. Exam fees, study time, and dues are covered.

Skills

Excel modeling

Attention to detail

Valuation exposure

Multi-file management

Business acumen

Education

Bachelor’s degree in accounting/finance/economics

Job description

BGH Valuation Services seeks a Senior Associate to lead valuation engagements across SBA, M&A, QoE, and estate/divorce work. You will manage projects from kickoff to draft, analyze financials, and draft value reports for lenders and attorneys.

Work directly with leadership, collaborate across groups, and advance toward credentialing while enjoying a hybrid remote work arrangement and competitive compensation.