Responsibilities:
- Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
- Participate in due diligence activities on pending M&A transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions
- Assist in report preparation, proposals and executive presentations
- Prepare and analyze financial and economic data for tax and regulatory compliance
- Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements
- Research comparable publicly-traded companies
Qualifications:
- Bachelor’s degree in accounting, finance, or business from an accredited college/university
- A minimum of three years of experience with valuation-related projects within an audit, tax, and advisory firm
- Experience with valuations of business entities and intangible assets, purchase price allocations, and financial analysis and research
- Chartered Financial Analyst (CFA) designation preferred
- Knowledge of the MS Office Suite including Word, Excel, and PowerPoint
- Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment
Location: Bucks County, PA- Hybrid Role)
Salary: up to $140K Plus Generous Quarterly & Year End Bonus
