Senior Consultant, Business Valuation

J.S. Held LLC • Phoenix, AZ

326d • $80,000 - $120,000

About The Position

Candidates will primarily be responsible for preparing business valuations engagements from inception to draft stage. This would include: managing document requests/production, valuation models, report templates, site visits, and client interactions. Involvement with damages and other financial forensic engagements may be an option, if interested.

Requirements

• Bachelor's Degree.
• Effective organization skills.
• Ability to manage multiple projects/cases to meet fluctuating deadlines.
• Ability to analyze large data sets and simplify/translate into a visual format.
• Strong written skills for drafting expert reports and client communications.
• Detail-oriented with the ability to reconcile/check work from multiple perspectives.
• Ability to research industry/economic/benchmark data and apply to subject companies.
• Proficient with Microsoft Excel and Word.
• Business valuation certification (e.g., CVA, ASA, ABV, CFA) or a Certified Public Accountant (CPA).

Nice To Haves

• General understanding of valuation finance, accounting, and economic damages.
• Familiarity with QuickBooks, IDEA/ACL, Tableau, and other data sources.
• Ability to research professional business valuation journals and be familiar with current trends, techniques, and court rulings.
• Potential to develop qualifications for expert testimony.

Responsibilities

• Prepare business valuations engagements from inception to draft stage.
• Manage document requests and production.
• Develop valuation models and report templates.
• Conduct site visits and client interactions.
• Engage in damages and other financial forensic engagements if interested.

Benefits

• Flexible work environment allowing remote work.
• Flexible Time Off policy.
• Medical, Dental, and Vision Insurance.
• 401k Match.
• Commuter Benefit.

What This Job Offers

• Career Level: Entry Level
• Education Level: Bachelor's degree