Description

This is not an entry-level position. You must have 3-5 years of experience preparing business valuation reports for divorce, shareholder disputes, RSUs, mergers & acquisitions, and/or purchase price allocations, and must be a CFA charterholder, or have passed Level 3 pending charter. 
Other valuation credentials, such as ABV or ASA, are highly desirable.

We seek an experienced Business Valuation Analyst to contribute their knowledge, insights, and innovative problem-solving abilities to our team of passionate forward-thinkers.

You will work alongside seasoned business valuation professionals who thrive on tackling complex assignments, engaging in high-level financial analysis, and clearly communicating sophisticated valuation concepts in an understandable way to clients and other non-financial professionals. This role is for someone who enjoys both the intellectual challenge and the practical application of advanced valuation methodologies.

Mark S. Gottlieb, CPA (MSG), is a leading boutique business valuation firm that is dynamic, innovative, and entrepreneurial. For over thirty-five years, our team has set the standard for excellence in business valuation, economic damage analysis, forensic accounting, and litigation support. In applying our investigative expertise to analyze persons, entities, and financial data, we aim to provide relevant insights for our clients’ mission-critical needs.

Requirements

• Conduct detailed business valuations using the income, asset, and market approaches, incorporating methodologies such as discounted cash flow (DCF) analyses, guideline public company analysis, et. al
• Review financial statements and historical financial information to develop valuation conclusions
• Prepare and review comprehensive valuation reports that adhere to professional standards
• Analyze revenue and expense projections, profitability trends, and financial models
• Research industry trends, economic factors, and market data to support valuation conclusions
• Provide technical review of business valuation reports
• Prepare economic damage financial models
• Collaborate with senior team members to deliver expert opinions and insights
• Communicate findings effectively, both verbally and in written form to clients