Valuation Associate: Build Financial Models & Reports

Baker Tilly (US); Boca Raton (FL); In loco; USD 68.000 - 85.000; Tempo pieno

Descrizione del lavoro

Baker Tilly is seeking a Valuation Associate to join our growing Valuation practice in Florida. You will support valuation engagements for closely held businesses, assets, liabilities, and complex instruments, building valuation models and preparing client-ready reports.

This role suits an analytical professional who enjoys solving financial problems and pursuing a career in business valuation. Travel to client sites may be required, with collaboration across engagement teams and ongoing

Competenze

• Bachelor's degree in finance, accounting, economics or related field.
• CFA, ASA, CVA or ABV candidacy a plus.
• Outstanding academic performance; GPA 3.0+ preferred.
• Relevant internship, work experience and/or professional organization involvement.
• Ability to work effectively in a team with client personnel in various industries.
• Excellent written and verbal communication and collaboration skills.
• Be available to travel for client projects.
• A resume is required as part of the application process.
• Candidates must be authorized to work in the United States without employer sponsorship.
• Must have a current offer with Baker Tilly (formerly Berkowitz Pollack Brant).

Mansioni

• Support valuation analyses and reports for financial reporting, tax compliance, transaction, and advisory purposes.
• Perform valuations of business enterprises, equity interests, assets, and liabilities.
• Develop valuation models using income, market, and asset-based approaches.
• Analyze financial statements, historical performance, forecasts, and other data.
• Conduct industry, economic, market, and company-specific research to support valuations.
• Assist with valuation of complex instruments and ownership interests, including embedded derivatives and contingent consideration.
• Collaborate with clients and engagement teams to gather information for valuations.
• Prepare clear valuation documentation and client-ready reports.
• Assist with research on methodologies, market data, and accounting considerations.
• Contribute to process improvements in the Valuation practice.

Conoscenze

Analytical skills

Team collaboration

Communication skills

Attention to detail

Willingness to travel

Formazione

Bachelor's degree in Finance/Accounting/Economics

CFA/ASA/CVA/ABV candidacy a plus

Strong academic performance (GPA 3.0+)

Relevant internship or work experience

Professional organization involvement

Descrizione del lavoro

Baker Tilly is seeking a Valuation Associate to join our growing Valuation practice in Florida. You will support valuation engagements for closely held businesses, assets, liabilities, and complex instruments, building valuation models and preparing client-ready reports.

This role suits an analytical professional who enjoys solving financial problems and pursuing a career in business valuation. Travel to client sites may be required, with collaboration across engagement teams and ongoing