Valuation Senior Analyst

• Analyze complex financial analyses and instruments, understanding an applying accepted procedures and methods of valuation

• Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies

• Prepare detailed valuation reports and presentations.

• Assist management in planning and managing engagement activity and follow through to achieve results

• Demonstrate technical knowledge effectively through written and verbal communication

• Mentor and train new staff in areas of expertise and responsibility

• Collect and organize relevant financial and operational data to support valuation models and assessments

• Coordinate various phases of engagement with management

• Respond timely and accurately to internal team and client requests

• Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems

• Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements

• Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift to 15 pounds at a time

Travel required

• Some travel may be required to client sites during engagements

Required education and experience

• Bachelor's degree in accounting, finance, economics, or a related field

• 2 plus years years of relevant valuation experience is required

• Experience at regional or national valuation practices is preferred. Well-rounded valuation expertise including experience with transaction-related valuations, financial reporting valuations (i.e., purchase price allocations, impairment testing, equity-based compensation, complex securities), ESOPs, and estate & gift planning valuations is a plus.
• Minimum 2 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and intangible asset models
• Strong analytical and problem-solving skills
• Knowledge of software packages including MS Word, Excel, PowerPoint, Capital IQ and Bloomberg
• Excellent written and verbal communication skills
• Experience working with diverse teams

Preferred education and experience

• None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation shortly after hire

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000.

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.