Valuation Analyst - Real Estate Advisory

Baker Tilly International; San Francisco, Northern (CA, KY); Hybrid; USD 91,000 - 124,000; Full time

Job summary

Baker Tilly, a leading advisory, tax and assurance firm, seeks a Valuation Analyst for its Real Estate Advisory Team in the Financial Advisory Services group.

You will assist with valuation and advisory of real estate entities, build valuation models, and prepare client-ready reports using multiple approaches, while contributing to research and thought leadership.

Qualifications

• One to three years of finance or valuation experience.
• Strong Excel skills required.
• Willingness to travel for client work.

Responsibilities

• Summarize and analyze financial data at entity, portfolio, and property level and forecasts.
• Conduct economic, market and property level research.
• Develop unique valuation models using various approaches.
• Prepare narrative and summary client deliverables; maintain high ethical standards.

Skills

MS Excel

Strong writing skills

Analytical skills

Travel willingness

Education

Bachelor’s degree in Real Estate, Finance, Accounting, Economics or related field

Tools

CoStar

Argus valuation software

Job description

## Valuation Analyst - Real Estate AdvisoryApplylocations: USA CA San Francisco 50 Fremont St: USA CA San Francisco 333 Bush Sttime type: Full timeposted on: Posted Todayjob requisition id: JR107463# **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. 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 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.### About Baker TillyBaker 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. 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.**If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our* Careers page*. A member of our People Solutions team will follow up with you to discuss your specific needs.*