About this role

Oversight of ongoing projects and client relationships
Valuation approaches and methodologies including: Market approach, Sales comparison approach, Income approach, Asset approach, Cost approach
Financial statement analysis including ratio, common-sized, and trend analyses
Minority interest discounts/control premiums
Discounts for lack of marketability including restricted stock studies, pre-IPO studies, and other quantitative methods
Intangible asset valuations, entity valuation issues regarding C-corporations, S-corporations, partnerships, sole proprietorships

1+ year of experience with direct experience in performing bank valuations for financial reporting purposes.
Undergraduate degree required, emphasis in Finance, Accounting or Economics preferred
Valuation experience in other segments of financial services such as: insurance brokerage, specialty finance and mortgage banking a plus
Progress towards achievement of ASA, CVA, CPA, and/or CFA designation is a plus
Willingness to travel as needed (less than 25%)
Must be authorized to work in the United States now and in the future without sponsorship.

Associate/Senior Associate, Transaction Advisory Services – Financial Services Valuation

Key skills