Our client is a leading financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, financial reporting, restructurings, tangible/intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.
This candidate should have concentrated financial reporting valuation experience and strong experience with fairness/solvency opinions. This would include Equity Valuations, Purchase Price Allocations, Goodwill Impairments, Solvency Opinions, and Equity Allocations (Option Pricing Models).
The Valuation Analyst will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to upper management of the firm’s transaction and advisory practice, and will conduct sell-side and buy-side M&A activities and solvency opinion services. In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.
This is a flat organization with great visibility. Management is very responsive to their employees, and has created an ideal platform for upward mobility. Superior working environment.
Requirements:
Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
Minimum 1-2 years experience, preferably at a valuation or accounting firm, or a minimum 1 – 2 years working experience within an investment banking, asset management or economic/financial consulting firm. Candidates working in Audit or performing financial analysis planning and analysis will be considered.
Must have background/exposure with financial reporting, accounting and valuation issues, as well as financial modeling.
Direct current experience in ASC 718 & ASC 350/805 (Goodwill Impairment) a must.
Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A.
Strong writing and presentation skills; experience preparing and reviewing valuation reports.
Strong technical skills including MS Excel, Word and PowerPoint skills
Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis
Location: Chicago, IL
Base salary: $70K-$80K Base + Bonus package
