Valuation Senior Analyst

Job Description

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):

• Analyze complex financial analyses and instruments, understanding an applying accepted procedures and methods of valuation
• Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies
• Prepare detailed valuation reports and presentations.
• Assist management in planning and managing engagement activity and follow through to achieve results
• Demonstrate technical knowledge effectively through written and verbal communication
• Mentor and train new staff in areas of expertise and responsibility
• Collect and organize relevant financial and operational data to support valuation models and assessments
• Coordinate various phases of engagement with management
• Respond timely and accurately to internal team and client requests
• Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems
• Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
• Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software

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.