Valuation Senior Analyst

UHY-US

New York (NY)

Hybrid

USD 93,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Great Culture

Competitive Compensation

Comprehensive Benefits

Job summary

A leading financial services firm seeks a Senior Analyst to deliver business valuation services and provide in-depth analysis for diverse client needs. The ideal candidate should have 2+ years of valuation experience and a solid background in finance. This full-time role offers a competitive salary range of $93,000 to $130,000 along with comprehensive benefits in a collaborative environment.

Qualifications

2+ years of relevant valuation experience is required.
Constructing and reviewing valuation models including DCF and comparable company.
Experience with diverse teams is essential.

Responsibilities

Learn about client companies and interview executive management.
Perform in-depth industry valuation analysis.
Prepare comprehensive valuation reports and present findings.

Skills

Valuation Experience

Analytical skills

Problem-solving skills

Communication skills

Education

B.A. / B.S. in finance, accounting, economics, mathematics

Tools

MS Word

Excel

PowerPoint

Capital IQ

Bloomberg

Job description

Direct message the job poster from UHY-US

Overview

THE FOCUS IS YOU:

Senior Analysts work on a variety of assignments, including business and business interest valuations, purchase price allocations, impairment testing, intellectual property valuations, complex financial instruments, stock options, and dispute consulting. The Senior Analyst will play a key role in working with senior leaders to grow the Business Valuation Services Practice (the “Practice”) and deliver superior client service with technically sound and objective analysis and function in all facets of the Practice for the Northeast Region.

What you will do

Regular duties include (but are not limited to):

Learn about our client companies and interview executive management
Perform in-depth industry, market, and competitor research and valuation analysis on a wide range of public and private entities using all accepted approaches and theory
Design financial models for discounted cash flow, guideline company analysis, intangible assets, transaction opinions and option pricing analyses
Actively involved in the technical analysis and firm quality control requirements to ensure technical and functional accuracy
Responsible for preparing comprehensive valuation reports to support and document our conclusions and outlining data pertinent to the engagement, market research, company valuations, and analysis of strategic and financial alternatives
Present reports regarding analysis and conclusions of findings
Remain current on new and changing technical applications
Train and manage valuation staff
Take an active role in the recruitment of new staff

What we are looking for

Experience

Valuation Experience: 2+ years of relevant valuation experience is required. Experience at regional or national valuation practices is preferred. Well-rounded valuation expertise including experience with transaction-related valuations, financial reporting valuations (i.e., purchase price allocations, impairment testing, equity-based compensation, complex securities), ESOPs, and estate & gift planning valuations is a plus.
Minimum 2 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and intangible asset models
Strong analytical and problem-solving skills
Knowledge of software packages including MS Word, Excel, PowerPoint, Capital IQ and Bloomberg
Excellent written and verbal communication skills
Experience working with diverse teams

Education

Requires a B.A. / B.S. degree (GPA of 3.0 or higher) in finance, accounting, economics, mathematics or similar concentration.

License/Certification

Any FINRA licenses, CFA charters, and other industry-specific designations is a plus.

Who we are

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

Reach out to us today to learn how we can help you.

What we offer

Great Culture | Team-like culture of a small office with the benefits of a large firm
Competitive Compensation | Based on the role, credentials, and experience
Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO

For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000.

Seniority level