Valuation Analyst - Real Estate Advisory

Baker Tilly; San Francisco (CA); On-site; USD 91,000 - 124,000; Full time

Job summary

Baker Tilly is seeking a Valuation Analyst to join the Real Estate Advisory Team within its Financial Advisory Services group in San Francisco. The role focuses on valuation and advisory work for real estate entities, including financial modeling and appraisals for a variety of purposes, with potential travel for client engagements.

The role emphasizes analytical rigor, data-driven valuation methods, and collaboration with audit teams, offering exposure to ASC 805/820/360 standards and ongoing

Qualifications

• Bachelor's degree in Real Estate, Finance, Accounting, Economics or related field
• 1-3 years finance or valuation experience
• Strong Microsoft Excel skills required
• Strong writing skills preferred
• Willingness to travel for client-related work

Responsibilities

• Summarize and analyze financial data including entity, portfolio and property-level performance and forecasts
• Conduct economic, market and property level research
• Develop valuation models using DCF, direct capitalization, sales comparison and cost approaches
• Develop narrative and summary client deliverables and maintain knowledge in area of expertise

Skills

Excel

Communication

Project management

Analytical thinking

Education

Real Estate

Finance

Accounting

Economics

Tools

CoStar

Argus

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 Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory 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. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

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 looking for a Valuation Analyst to join our Real Estate Advisory Team in our Financial Advisory Services group!

On the Real Estate Advisory team, you will assist on engagements primarily related to the valuation and advisory of real estate and real estate entities, which may include financial modeling, business enterprise valuations (of real estate entities), appraisals of real property for a variety of purposes, real and personal property valuations for financial reporting purposes (primarily ASC 805, ASC 820 and ASC 360). Conduct reviews of third-party valuations of real estate assets and entities and provide review commentary to Baker Tilly's audit engagement teams. Assist with research and development of firm published thought leadership.

What you will do:

• Summarize and analyze financial data including entity, portfolio and property-level financial performance


• and forecasts


• Conduct economic, market and property level research


• Work with a variety of templates based upon project goals


• Develop unique valuation models


• Utilize discounted cash flow, direct capitalization, sales comparison approach, and cost approach


• valuation methodologies


• Develop narrative and summary format reports for client deliverables


• Demonstrate excellent team skills, positive attitude, and high ethical standards


• A willingness to work in an often fast paced project-based environment


• Maintain and expand knowledge base in area of expertise, comply with continuing education


• requirements; participate in professional organizations, independent study, etc.

Qualifications:

• Bachelor's degree in Real Estate, Finance, Accounting, Economics or related field. Coursework in real estate and/or valuation a plus


• One to three (1-3) years finance or valuation experience


• Demonstrated analytical, problem-solving, organizational, interpersonal, project management, and communication skills required


• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties


• Strong Microsoft Excel skills required


• Strong writing skills preferred


• Availability to travel for client related work


• Preference will be given to candidates with the following:
  
  
  
  • Progress toward state certified real estate trainee license, the MAI designation awarded by the Appraisal Institute, the Accredited Senior Appraiser (ASA) from the American Society of Appraisers, or other valuation designations
  
  
  • Completion of Uniform Standards of Professional Appraisal Practice (USPAP) and/or real estate valuation courses.
  
  
  • Real estate asset management, audit or valuation experience
  
  
  • Familiarity with subscription sources such as CoStar and Argus valuation software.
  
  
  
  

The pay rate range for this job position is $91,000 to $124,300. 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.