Valuation Analyst – Fast-Paced Corporate Finance (Charlotte)

C010 Cherry Bekaert Advisory LLC; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Cherry Bekaert Advisory LLC in Charlotte, NC is seeking an analyst to support valuation engagements across transactions, financial reporting and tax. You will manage documents, review historical results, and help explain business trends while challenging assumptions in projections.

The role emphasizes strong Excel-based modeling, communication skills, and the ability to handle multiple engagements in a fast-paced team environment. Competitive compensation is offered.

Qualifications

• Bachelor's Degree in Accounting, Finance, Economics, Business Administration or related field.
• 1+ years of experience in related field.
• Ability to manage multiple engagements in a fast-paced environment.
• Excellent verbal, written, and presentation skills.
• Familiarity with US GAAP.
• Basic financial modeling and valuation in Excel.

Responsibilities

• Takes an active role in valuation engagement execution and supports leadership with engagement management.
• Works on business valuation engagements, including valuations for transactions, financial reporting and tax.
• Manages document production and inventory documents.
• Analyzes historical financial and operating results of target companies to explain business trends and identify risks.
• Analyzes and challenges assumptions related to future financial projections.
• Works on financial models for discounted cash flow, market multiples, market transaction and option pricing analyses.
• Assists in the development of discount rates (WACC).
• Conducts financial statement analysis (e.g., common size analysis, trend analysis, and industry comparative analysis).
• Performs market/industry research and develops industry growth estimates.
• Assists with preparation of valuation reports.
• Maintains active communication with supervisors throughout engagements.
• Other duties as assigned.

Skills

Valuation analysis

Financial modeling

US GAAP knowledge

Education

Bachelor's degree in Accounting/Finance/Economics/Business Administration

Tools

Excel

Job description

Cherry Bekaert Advisory LLC in Charlotte, NC is seeking an analyst to support valuation engagements across transactions, financial reporting and tax. You will manage documents, review historical results, and help explain business trends while challenging assumptions in projections.

The role emphasizes strong Excel-based modeling, communication skills, and the ability to handle multiple engagements in a fast-paced team environment. Competitive compensation is offered.