Role Description
Support the valuation of businesses, ownership interests, and intangible assets for transactions, financial reporting, and strategic planning. Apply financial analysis, research, and appropriate valuation methods to develop well-supported conclusions and communicate findings clearly.
Key Responsibilities
- Analyze financial statements, business plans, historical performance, and industry conditions.
- Research comparable companies, precedent transactions, market benchmarks, and economic factors.
- Build and maintain valuation models using discounted cash flow, market-based, and asset-based approaches as appropriate.
- Assess forecast assumptions, cash flow projections, discount rates, and long-term growth expectations.
- Evaluate business and financial risks that may affect value.
- Conduct sensitivity and scenario analyses to explain valuation ranges and key drivers.
- Support valuations of intangible assets, purchase price allocation, and impairment assessments where relevant.
- Prepare valuation reports, presentations, and supporting documentation that explain methods, assumptions, and conclusions.
- Coordinate information requests and discuss findings with management, clients, auditors, and other advisers.
- Review data and model calculations for accuracy, consistency, and completeness.
- Follow applicable valuation standards, engagement requirements, and internal review procedures.
- Maintain confidentiality and identify potential conflicts of interest.
Qualifications
- Relevant experience in valuation, corporate finance, financial analysis, transaction advisory, or accounting; internships may be considered for analyst roles.
- Strong understanding of financial statements, accounting principles, and corporate finance fundamentals.
- Familiarity with business valuation methods and the time value of money.
- Proficiency in Excel and financial modeling, with strong attention to detail.
- Strong analytical, research, and problem-solving skills.
- Ability to assess assumptions critically and explain their effect on valuation conclusions.
- Clear written and verbal communication skills.
- Ability to manage deadlines and maintain organized supporting records.
- A degree in finance, accounting, economics, business, or a related field, or equivalent practical experience.
Preferred Qualifications
- Experience with financial databases, market research platforms, or valuation software.
- Exposure to intangible asset valuation, financial reporting valuations, or complex ownership structures.
- Familiarity with applicable professional valuation standards and accounting requirements.
- Progress toward or completion of a relevant qualification such as CFA, CA, CPA, ACCA, CVA, or an equivalent credential.
Scope by Role
- Valuation Analyst: Focuses on research, financial analysis, model preparation, and report support under supervision.
- Valuation Associate: Owns defined valuation workstreams, reviews analytical outputs, and coordinates information requests and deliverables with senior oversight.
- Business Valuation Consultant: Assesses valuation needs, recommends appropriate approaches, and explains findings to clients, with responsibility for delivery according to experience and engagement scope.