Valuation Associate

Generational Equity, LLC; Richardson (TX); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401k with matching

Paid vacations and holidays

Job summary

A mergers and acquisitions firm in Texas is seeking a qualified professional to assist middle-market business owners through the M&A process. The ideal candidate will possess an accredited degree, strong finance and analytical skills, and the ability to communicate effectively with executives. This role offers a salary of $70,000, potential bonuses, and a stable work environment with benefits like health insurance and 401k matching.

Qualifications

• Experience in frequent client communications and understanding of analytical processes.
• Ability to converse with top-level business executives is essential.

Responsibilities

• Work with business owners in analyzing their company during M&A process.
• Provide insight and strategies regarding timing and company readiness for sale.

Skills

Strong oral and written communications skills

Solid understanding of finance, economics, and accounting

Business evaluation experience

Proficient Microsoft Word and Excel

Education

Accredited four-year degree in finance, accounting, business administration or related field

MBA or MSF or professional designation such as CPA or CFA preferred

Job description

Generational Equity is a global mergers and acquisitions firm. Its professionals work with middle-market business owners contemplating a sale or seeking merger and acquisition opportunities. We assist owners in all areas of stock or asset sales, mergers or divestitures. Our highly experienced Merger and Acquisition specialists provide insight and strategies on such matters as: When is the right time to sell? Should all or part of the business be sold? Is the company ready for the sale, or should the focus be on building value for a future sale?

For most middle-market business owners, the sale or other transition of a business is the single most important, and perhaps the largest event that occurs in their life. We are in search of well-qualified individuals who are confident and eager to work closely with business owners in analyzing their company and guiding them through the initial phases of an M&A process.

The successful candidate will have several years of experience including a strong background of frequent client communications, a solid understanding of finance, economics, accounting, and advanced analytical processes along with very strong and refined written communication skills. Business evaluation experience or exposure to the unique nature of private-company valuation is a plus. The ability to converse with top-level business executives is essential. Proficient Microsoft Word and Excel skills are required.

Qualifications

Required skills:

• An accredited four‑year degree in finance, accounting, business administration, or related field
• MBA or MSF, or professional designation such as CPA or CFA preferred
• Solid understanding of finance, economics and accounting
• Business evaluation experience a PLUS
• Proficient Microsoft Word and Excel skills are required
• Strong oral and written communications skills
• Base salary of $70,000 + expected bonuses of $15,000 - $45,000 per year
• Stable professional work environment
• Benefits: health, dental, vision, 401k with match
• Paid vacations and holidays

Only TX residents will be considered.

Please complete the application online at http://www.generational.com/about/careers/