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Analyst, Financial Reporting

DNA Diversity Executive Search
San Francisco, CA Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/4/2025

About the Company

We are a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.

About this role

The position in our financial reporting and tax valuation practice works on a variety of projects assisting more senior personnel with valuation assignments which include business valuations, impairment studies, and purchase price allocations. The position will involve industry screening, comp searches, the calculation of industry WACC's, performing financial modeling using discounted cash flow techniques, as well as public company and transactional market analysis. The position also performs assignments including extensive economic and industry research. In addition, there may be opportunities to assist on transaction-oriented assignments such as fairness and solvency opinions. The position is ideal for someone interested in gaining exposure to a wide range of valuation assignments involving both private equity and public companies.

Job Responsibilities

  • Conduct research on clients, competitors, industry, and capital markets, including market multiples and comparable ratios.
  • Build, modify and utilize financial models for equity, business enterprise, and intangible asset valuation using accepted and relevant approaches and theory.
  • Gather and document pertinent data obtained through client interaction.
  • Assist in the valuation of certain interests across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
  • Assist in preparing formal client reports and presentation materials.

Job Requirements

  • 0-2 (Analyst level) work experience in a financial analysis role. Prior M&A experience at a valuation firm or public accounting firm is a plus.
  • Bachelor's or Master's degree in Finance, Accounting, or Economics. Any coursework in valuation, financial statement analysis, or securities analysis is a plus.
  • Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
  • Progress towards ASA, CFA, CPA, or ABV designations is a plus.
  • Working / advanced knowledge of Excel
  • Self-starter with the ability to master new tasks quickly
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
  • Strong work ethic and ability to work flexible hours around critical due dates
  • Applicants must have unrestricted authorization to work for any employer in the U.S.
  • What we offer you

  • Base salary plus bonus (quarterly and year-end merit)
  • Medical / Dental / Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
  • Generous time off
  • Growth- We are growing, and so can your career
  • Reimbursement for admission fees and study materials for CFA
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    Job openings at DNA Diversity Executive Search

    DNA Diversity Executive Search
    Hired Organization Address Dallas, TX Full Time
    About the Company We are a full-service, independent, global valuation firm that focuses exclusively on valuation and ad...

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