RESPONSIBILITIES:

The ideal candidate will have a successful track record of providing exceptional client service in a professional services environment and will be expected to:

• Assist in the preparation of business valuation reports and related analyses
• Conduct macroeconomic and industry-specific research including, but not limited to, capital markets data, company trading multiples, industry trends, legislative and regulatory frameworks, etc.
• Prepare engagement letters, detailed information requests and various other correspondence throughout the course of an assignment
• Attend and participate in meetings with clients and their professional advisors

SKILLS AND QUALIFICATIONS:

Further, the ideal candidate will, at a minimum, have the following qualifications and competencies:

• Qualified CPA (or CFA with a strong background in accounting and financial statement analysis), with at least one to two years of post-qualification experience;
• One or more valuation credentials (e.g., ABV, ASA, CBA, CVA) or plans to obtain in the near future
• Exceptional communication skills, both written and oral
• Highly organized with excellent documentation and record keeping abilities
• Ability to prioritize multiple tasks and meet tight deadlines
• Highly developed analytical thinking and problem solving skills
• High level of proficiency with Microsoft Excel and Word

In addition to the above-noted minimum qualifications and competencies, preference will be given to candidates who:

• Have previous experience in business valuation or M&A activity
• Have testimony experience as an expert witness working with attorneys in litigated cases
• Have a strong background in corporate and personal income tax
• Have experience using research databases such as DealStats, Pitchbook, IBISWorld, etc.