Valuation Analyst: Flexible Schedule & Growth

Stout; Irvine (CA); On-site; USD 60,000 - 130,000; Full time

Job summary

Stout seeks an Analyst in our Business Valuation practice to support valuation and financial advisory engagements for tax, transaction, corporate planning, and dispute purposes. You will work with senior professionals across industries, preparing valuation analyses, financial models, and reports while developing technical valuation and advisory skills in a collaborative environment.

You'll engage with a diverse client base, leverage AI-enabled tools to enhance research and deliverables, and

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 0-3 years of experience in business valuation or a related professional services field.
• Progress toward CFA, ASA, CPA, ABV, or CVA preferred.
• Understanding of business valuation methods and financial modeling concepts.
• Ability to analyze financial statements, forecasts, tax returns, and other financial information.
• Strong quantitative, research, and problem-solving skills.
• Advanced proficiency in Microsoft Excel and working knowledge of Word and PowerPoint.
• Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.
• Strong written and verbal communication skills.

Responsibilities

• Perform business enterprise and equity interest valuations using accepted income, market, and asset-based approaches.
• Develop discounted cash flow, guideline public company, precedent transaction, and other valuation analyses.
• Support engagements involving estate and gift taxation, income tax requirements, buy-sell agreements, mergers and acquisitions, corporate reorganizations, and recapitalizations.
• Assist with employee stock ownership plan, fairness opinion, solvency opinion, and other transaction-related assignments.
• Analyze valuation discounts associated with family limited partnerships, limited liability companies, restricted stock, blockage, and undivided interests.
• Support valuations of promissory notes, private equity interests, hedge fund interests, and other complex financial instruments.
• Assist with analyses related to C corporation to S corporation conversions and other tax-related matters.
• Review financial statements, forecasts, tax returns, transaction documents, partnership agreements, and other relevant records.
• Conduct company, industry, economic, and market research across sectors such as manufacturing, distribution, consumer products, retail, food and beverage, automotive, real estate, media and entertainment, engineering, and construction.
• Prepare valuation models, schedules, exhibits, reports, memoranda, and presentations.
• Participate in client calls, management interviews, and internal engagement discussions.
• Maintain clear documentation of assumptions, methodologies, data sources, and analytical procedures.
• Support multiple engagements while meeting client, regulatory, and transaction deadlines.
• Assist with proposals, research publications, presentations, and other practice development efforts.
• Leverage AI-enabled tools and emerging technologies to enhance research, streamline deliverable preparation, and improve overall efficiency and insight.

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field

Progress toward CFA, ASA, CPA, ABV, or CVA preferred

Tools

Microsoft Excel

Word

PowerPoint

Job description

Stout seeks an Analyst in our Business Valuation practice to support valuation and financial advisory engagements for tax, transaction, corporate planning, and dispute purposes. You will work with senior professionals across industries, preparing valuation analyses, financial models, and reports while developing technical valuation and advisory skills in a collaborative environment.

You'll engage with a diverse client base, leverage AI-enabled tools to enhance research and deliverables, and