Senior Valuation Analyst

Senior Valuation Analyst (41940)

Our client is seeking a Senior Valuation Analyst to join their firm! They are a full-service valuation and financial advisory practice with 30 years of experience providing valuations of businesses, tangible & intangible assets, and advising on tax & financial reporting matters. This role will provide valuation and financial analysis services for closely held businesses and complex financial assets.

Highlights:

• Well-established valuation practice with long-standing client relationships
• Opening is due to a planned retirement; great opportunity to inherit a seasoned leader’s book of business
• Strong upside: commission on new business, potential equity, and employer-paid healthcare
• The firm has doubled revenue since 2021 and continues to grow

Work arrangements: Flexible / hybrid work arrangements in downtown Chicago or northwest suburbs

Key Responsibilities:

• Conduct business valuations for divorce, estate and gift tax, shareholder disputes, transaction advisory, and related purposes.
• Apply appropriate valuation methodologies, including Income, Market, and Asset-based approaches.
• Prepare formal written valuation reports in compliance with professional standards (USPAP, AICPA SSVS No. 1).
• Assist legal teams with financial discovery, document review, and analysis.
• Develop and review financial affidavits, income and asset tracings, and expert reports.
• Provide deposition and trial support, including preparation of exhibits and expert opinions, and serve as an expert witness or support lead experts in court proceedings.
• Conduct client interviews to gather financial data and clarify objectives, translating complex information into clear insights for clients and legal professionals.
• Stay current on tax laws, case law, and valuation standards affecting divorce, estate, and gift tax matters.
• Conduct research and prepare memoranda on complex valuation and economic issues.
• Manage multiple client engagements, deadlines, and deliverables, including supervision of junior staff or coordination with outsourced analysts as needed.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics, or a related field; Master’s degree or CPA/other certification preferred.
• 3–5 years of business valuation experience, with demonstrable work in: divorce litigation support, estate and gift tax valuations, litigation services and/or transaction advisory services
• Strong analytical, modeling, and report-writing capabilities
• Advanced Excel and financial modeling skills
• Familiarity with valuation databases and research tools
• Excellent written and verbal communication skills
• Court testimony experience a plus, or willingness to develop into a testifying professional