Valuation Analyst | Complex Financial Instruments & Reports

Baker Tilly Advisory Group, LP; Miami (FL); Presencial; USD 68.000 - 85.000; Jornada completa

Descripción de la vacante

Baker Tilly Advisory Group, LP is seeking a Valuation Associate to join our growing Valuation practice. Our professionals combine specialized technical expertise with practical, real‑world experience to deliver thoughtful 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.

Formación

• Bachelor’s degree in finance, accounting, economics or related field required
• 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
• Candidates must be authorized to work in the United States without the need for employer-sponsored visa sponsorship, now or in the future
• Must have a current offer with Baker Tilly (formerly Berkowitz Pollack Brant)

Responsabilidades

• 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

Conocimientos

Valuation knowledge

Team collaboration

Analytical thinking

Communication skills

Educación

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

Descripción del empleo

Baker Tilly Advisory Group, LP is seeking a Valuation Associate to join our growing Valuation practice. Our professionals combine specialized technical expertise with practical, real‑world experience to deliver thoughtful 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.