JOB SUMMARY

As a Valuation Analyst, you will be a key member of our Valuation team, responsible for conducting in-depth financial analysis and valuations of assets, projects, and investments. Your work will provide critical insights to litigation engagements, support strategic decision-making, investment planning, and financial reporting. This role offers an opportunity to apply your analytical skills to help drive the growth and success of our organization while pursuing a rewarding career in valuation. This is an entry-level position.

JOB DESCRIPTION

• Analyze complex financial analyses and instruments, understanding an applying accepted procedures and methods of valuation
• Calculate economic damages, lost profits, shareholder dispute amounts, and other litigative financial analyses
• Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies
• Prepare detailed valuation reports and presentations
• Assist colleagues in preparing for depositions and testimony
• Assist management in planning and managing engagement activity and follow through to achieve results
• Collect and organize relevant financial and operational data to support valuation models and assessments
• Coordinate various phases of engagement with management
• Respond timely and accurately to internal team and client requests
• Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems
• Ensure the accuracy and compliance of valuation reports, financial expert opinions, presentations, and documentation with industry standards and regulatory requirements
• Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

Travel required

• Some travel may be required to client sites during engagements

Required education and experience

• Bachelor's degree in accounting, finance, economics, or a related field
• 1 – 2 years in relevant position or significant academic background

Preferred education and experience

• None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation shortly after hire

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

READY TO DELIVER
We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE
We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU
A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRATIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.