As an Associate, you will play a key role in supporting valuation engagements from initiation to final reporting. You will work across diverse industries and asset types, collaborating with senior professionals to analyze financial data, develop valuation models, and deliver insights for litigation, transaction advisory, and strategic decision-making.
Job Responsibilities
- Review and evaluate detailed financial statements and financial data (statements of revenue and expense, forecasts and budgets, production reports, etc.) to create a comprehensive analysis.
- Create Excel schedules using financial information provided, which will be used in the measurement of business interruption losses.
- Review detailed invoices and purchase orders, organize supporting documentation, and input data to track costs incurred.
- Analyze revenue and expenses to create projection models.
- Assist in inputting financial data and organizing large amounts of financial data both paper and electronic to be used in the valuation of companies.
- Proofread and perform mathematical checks of reports and schedules.
- Communicate results of analysis to supervisors and/or clients.
- Attend client meetings (telephone, online, or in person) and communicate findings to clients and team members.
- Assist with other assignments ranging from unusual insurance claim-related matters to various litigation projects.
- Attend client marketing functions and events.
Key Responsibilities
- Perform valuations of businesses, equity interests, intangible assets, and intellectual property using DCF, market multiples, and asset-based approaches.
- Analyze financial statements, forecasts, budgets, and operational metrics to support valuation conclusions.
- Build and audit complex Excel-based financial models.
- Prepare valuation reports and presentations for clients, legal teams, and internal stakeholders.
- Stay informed on valuation standards, industry trends, and relevant legal rulings.
Required Qualifications
- Bachelor s degree with a major in accounting, finance, business or economics.
- Strong Microsoft Excel skills with ability to do VLOOKUP, pivot tables, and advanced formulas.
- Excellent in written and spoken English.
Preferred Qualifications
- Bachelor s or master s degree in finance, accounting, economics, or a related discipline.
- 1-3 years of experience in valuation, investment banking, corporate finance, or related fields.
- Preferred: MBA, CFA Level I/II, or semi-qualified CA.
- Strong Microsoft Excel skills with ability to do VLOOKUP, pivot tables, and advanced formulas.
- Advanced proficiency in Microsoft Excel; familiarity with valuation platforms (e.g., BVR, Duff & Phelps Navigator) is a plus.
- Strong attention to detail with excellent reconciliation and cross-checking skills.
- Ability to interpret complex financial data and manage multiple priorities in a fast-paced environment.
- Preferred: knowledge of Power BI, Abby, Valid8, and other extraction and analytical tools.
- Strong written and verbal communication skills, as well as presentation skills.
- Must be adaptable and open to handling a variety of tasks.