Senior Valuation Associate

Seeking a senior associate for a business valuation practice with experience in gift and estate tax valuations.

Key Responsibilities:

  • Prepare business valuations including information gathering, due diligence, financial modeling, and preparation of sections of an appraisal report
  • Communicate and review valuation results with team members
  • Maintain and develop positive, productive, and professional relationships with colleagues and clients

Qualifications and Experience:

  • Minimum Bachelor's degree in Finance and/or other business degrees
  • 3-8 years' experience in business valuation especially related to gift and estate tax valuations
  • Demonstrated ability to work independently to organize data, analyze financial information, and make appropriate recommendations to other team members.
  • Oversight of junior associates to ensure their career progression through on-the-job training
  • Proficient in financial modeling including experience building models from scratch in MS Excel
  • Preparation of financial statement analysis, public company and industry research
  • Knowledge of CapIQ, Bloomberg and other valuation software
  • Ability to manage multiple projects and priorities under strict deadlines
  • Experience presenting findings to other team members and defending analysis with facts and confidence
  • Strong attention to detail and accuracy focused output
  • Certifications relevant to the discipline of business valuation including CFA, CVA, CBA, ABV
Job Info.
Job Start Date: 
Tuesday, March 5, 2019
Job Type: 
Direct Post from Company



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Princeton, NJ, United States