
Senior Business Valuation Analyst
4 days ago
Financial Valuation Expert
We are seeking an experienced professional with a focus on Complex Financial Instruments (CFI) to join our team.
As a key member, you will work on a wide variety of challenging projects, providing exposure to financial analysis, business and financial modeling, and forecasting.
Our services include assisting clients with mergers, acquisitions, venture financing, public offerings, taxation planning, compliance, financial reporting, and strategic planning.
Key Responsibilities:
- Establish effective sales and marketing processes in the valuation practice area, including specific growth goals.
- Maintain established referral networks and network with peers in other geographic markets and areas of assurance, tax, and business consulting.
- Contribute thought leadership in practice areas and serve as a primary advisor to clients/manage CFI engagement team members.
- Oversee and train/develop other CFI valuation professionals.
Required Skills and Qualifications:
- Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master's a plus.
- Professional Certifications: ABV/CPA, ASA or CFA.
- Experience valuing complex financial instruments and working with Option Pricing Models, Monte Carlo and Binomial Models.
- Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc.
- Practice development and management, marketing, and thought leadership as it relates to complex financial instruments.
- Successful candidate will have experience managing client relationships and leveraging them to sell Firm solutions.
Benefits:
- Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master's a plus.
- Professional Certifications: ABV/CPA, ASA or CFA.
About This Role:
This role requires strong analytical and problem-solving skills, with the ability to effectively communicate complex ideas to both technical and non-technical stakeholders.
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