Role Overview
- Spearhead in-depth financial analysis and modeling to facilitate the valuation of diverse businesses and assets
- Take charge of intricate valuation techniques, such as capitalization of earnings, public company analysis, discounted cash flow analysis, and other advanced methodologies
- Produce detailed and comprehensive valuation reports, presenting findings and insights to clients in a clear and concise manner
- Provide expert-level insights and recommendations based on valuation outcomes
- Establish and maintain strong client relationships, including conducting high-level management interviews to obtain a holistic understanding of their businesses
- Collaborate effectively with cross-functional teams, contributing senior-level expertise to enhance overall engagement outcomes
- Bring advanced knowledge and experience to transaction-related valuations, ESOPs, and estate & gift planning valuations
- Provide guidance and mentorship to junior analysts and interns, fostering skill development and knowledge enhancement within the valuation team
- Share industry best practices and keep the team informed about emerging trends in business valuation
- Utilize strong networking skills to cultivate and maintain relationships with clients, resulting in successful engagement acquisition and closure
- Conduct site-visits and assist junior team members with completing ride-alongs
Requirements
- Bachelor’s degree in Finance or Accounting
- Minimum of 5-10 years of relevant experience in business valuation
- Progress toward or attainment of professional designations such as CFA, ABV, ASA, CVA is preferred
- Demonstrated track record of extensive experience in financial analysis and valuation modeling
- In-depth knowledge of a broad spectrum of valuation techniques and methodologies
- Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and understandable manner
- Ability to conduct high-level management interviews, extracting pertinent information to enhance valuation processes
- Proven experience in building and maintaining client relationships at a senior level
Benefits
**Rea **offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k with 3% contribution)
- Life Insurance (Basic, Voluntary & AD&D)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Training & Development
- 'Work From Anywhere' Option
- Wellness Resources
- Four (4) weeks PTO
- Twelve (12) paid holidays, of which three (3) are floating holidays