Valuation Advisory Associate

CFA Institute; Chicago (IL); On-site; USD 71,000 - 93,000; Full time

Job summary

Baker Tilly is seeking a Valuation Associate to join our growing Valuation practice in Chicago, IL. You will support a variety of valuation engagements involving closely held businesses, equity interests and complex financial instruments.

As part of a collaborative team, you will develop valuation models, analyze financial data, and prepare client-ready reports while contributing to best practices and methodologies within the practice.

Qualifications

• Bachelor's degree completed by December 2026.
• CFA, ASA, CVA or ABV candidacy a plus.
• Outstanding academic performance required, GPA 3.0 or above.
• Relevant internship or work experience and/or professional involvement.
• Ability to travel for client projects.
• Authorized to work in the United States without visa sponsorship.

Responsibilities

• Support valuation analyses and reports for financial reporting, tax compliance, transaction and advisory purposes.
• Perform valuations of business enterprises, equity interests, assets and liabilities.
• Develop valuation models using income, market and asset-based approaches.
• Analyze financial statements, forecasts and other data.
• Conduct industry, economic, market and company-specific research.
• Assist with valuation of complex instruments and ownership interests.
• Collaborate with clients and teams to gather and evaluate information.
• Prepare well-supported valuation documentation and client-ready reports.
• Contribute to valuation methodologies, market data and accounting considerations.
• Contribute to ongoing enhancement of the Valuation practice’s processes and tools.

Skills

Teamwork

Communication skills

Analytical thinking

Education

Bachelor's degree in finance, accounting, economics or related field

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisorynhy Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisorynhy Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

Baker Tilly is seeking a Valuation Associate to join our growing Valuation practice. Our Valuation professionals combine specialized technical expertise with practical, real-world experience to deliver thoughtful, business-focused valuation solutions.

As a Valuation Associate, you will support a variety of valuation engagements involving closely held businesses, equity interests, assets, liabilities, and complex financial instruments. You will conduct financial statement and valuation analyses, perform industry and economic research, develop valuation models, and contribute to the preparation of client-ready valuation reports.

This position is ideal for an analytical, intellectually curious professional who enjoys solving complex financial problems and is interested in building a career in business valuation.

What you will do

• Support the development of valuation analyses and reports for financial reporting, tax compliance, transaction, and advisory purposes
• Perform valuations of business enterprises, equity interests, assets, and liabilities
• Develop valuation models using income, market, and asset-based approaches
• Analyze financial statements, historical performance, forecasts, and other financial and operational data
• Conduct industry, economic, market, and company-specific research to support valuation conclusions
• Assist with the valuation of complex financial instruments and ownership interests, including embedded derivatives, contingent consideration, intangible assets, and interests in complex ownership structures
• Collaborate with clients and engagement teams to gather, organize, and evaluate financial and operational information required to complete valuation analyses
• Prepare clear, well-supported valuation documentation and contribute to client-ready reports and deliverables
• Assist with research projects involving valuation methodologies, market data, and technical accounting or financial reporting considerations
• Contribute to the ongoing enhancement of the Valuation practice's processes, methodologies, tools, and best practices

Qualifications

• Bachelor's degree in finance, accounting, economics or related field required with degree completed by December 2026
• CFA, ASA, CVA or ABV candidacy a plus
• Outstanding academic performance required, with a preferred GPA of 3.0 or above
• Relevant internship, work experience and/or involvement with a professional organization
• The ability to work effectively in a team environment with all levels of client personnel in various industries
• Excellent written/verbal communication and collaboration skills
• Be available to travel as needed for client projects
• A resume and unofficial transcript(s) are required as part of the application process.
• Candidates must be authorized to work in the United States without the need for employer-sponsored visa sponsorship, now or in the future

Additional Information

The pay rate ranges for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

• In Frisco, TX: pay rate range is $67,700 to $88,862
• In Washington DC: pay rate range is $77,380 to $101,556
• In Orange County & Woodland Hills, CA: pay rate range is $74,150 to $97,324
• In Chicago, IL: pay rate range is $70,930 to $93,093