Client Communication: Communicating required data to clients using existing firm documents (emailing Valuation Questionnaire, etc.).
Data Intake: Reviewing received documents to ensure completeness and accuracy. (we have employee who will enter all data into our systems).
Problem Solving & Critical Thinking: Demonstrate ability to thoroughly understand the subject business and how various financial reports do or do not flow together.
Income Statement Preparation: Making necessary adjustments to Normalize Income Statement (within firm designed software).
Financial Modeling: Assessing various metrics and projecting 5 years of financials based on historical performance. Completing other firm-created calculations to assess various aspects of the business.
Attention to Detail: Perform thorough review to ensure all aspects of the valuation (formulas,formatting, report metrics, etc.) are accurate and look professional. (Company has custom designed software to automatically generate report from data entered.)
Compliance: Ensure that all adjustments in the valuation comply with relevant industry standards.
Continuous Learning: Stay up to date with the latest valuation techniques, financial regulations, and industry trends.
Preferred Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field.
Advanced degrees (ex. MBA) or relevant certifications (or willingness to obtain quickly):
CVA® (Certified Valuations Analyst)
CBA® (Certified Business Appraiser)
ABV® (Accredited in Business Valuation)
ASA® (Accredited Senior Appraiser)
BCA® (Business Certified Appraiser)
Knowledge and understanding of the wealth management industry in US.
Knowledge and experience in valuation techniques, methodologies, and financial modeling.
Strong attention to detail, ability to interpret financial data, and apply critical thinking effectively.
