What are the responsibilities and job description for the Valuation Associate -- Remote -- WFH position at Get It Recruit - Finance?
Job Summary
We are seeking a dynamic Valuation Associate to join our team. As a valued member of our financial services team, you'll play a crucial role in interpreting and analyzing financial statements, researching market conditions, and collaborating with colleagues to assess business values and mitigate risks for our clients. Providing exceptional customer service and clear communication will be essential aspects of this role.
Key Responsibilities
This position primarily entails indoor work in a comfortable office environment with minimal disruptions.
Requirements
Compensation: Competitive salary ranging from $55,000 to $65,000 per year.
Benefits
Work Location: Remote
Employment Type: Full-Time
We are seeking a dynamic Valuation Associate to join our team. As a valued member of our financial services team, you'll play a crucial role in interpreting and analyzing financial statements, researching market conditions, and collaborating with colleagues to assess business values and mitigate risks for our clients. Providing exceptional customer service and clear communication will be essential aspects of this role.
Key Responsibilities
- Interpret and analyze financial statements with proficiency, and familiarity with tax returns is advantageous.
- Utilize Microsoft Excel extensively, employing formulas to apply valuation approaches and techniques across various business life cycles.
- Engage with clients to understand their succession planning objectives, offering insightful commentary on financial statements and workflow management to help them achieve their goals.
- Demonstrate proficiency in creating and posting journal entries.
- Perform additional duties as assigned.
This position primarily entails indoor work in a comfortable office environment with minimal disruptions.
Requirements
- Experience in a remote, paperless work environment.
- Demonstrated ability to rapidly learn new software applications.
- Strong organizational and time management skills.
- Exceptional attention to detail and ability to self-review while following directions.
- Effective communication skills, both written and verbal, with clients and colleagues.
- Eagerness to learn and take ownership of work products.
- Bachelor's Degree in Accounting, Economics, Finance, or related field.
- Preferably 3-5 years of accounting experience.
- Proficiency in QuickBooks and Microsoft Office suite, particularly Excel, Outlook, and Word.
- Enrolled Agent (EA) or CPA designation desired.
- Interest in pursuing a business valuation credential.
- Experience in corporate tax is a plus.
Compensation: Competitive salary ranging from $55,000 to $65,000 per year.
Benefits
- 401(k) with matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: Remote
Employment Type: Full-Time
Salary : $55,000 - $65,000
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