Business Valuation Associate/Sr. Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead and execute complex business valuation projects from the initial proposal stage through to project completion.

• Conduct industry research, including analysis of comparable publicly traded companies and similar transactions.

• Evaluate competitive industry trends and examine the financial health of peer companies.

• Perform benchmarking analysis and financial statement evaluations.

• Develop and interpret financial valuation models.

• Create comprehensive valuation reports for financial institutions, legal professionals, private businesses, and accounting firms.

• Act as the primary client liaison throughout the valuation process.

• Oversee the collection of financial documents, address client inquiries, and provide finalized valuation reports.

• Engage in business development initiatives such as conferences and networking opportunities, as desired.

• Collaborate on projects with the division Director as necessary.

• Execute forensic financial analyses, develop models, maintain documentation, assist in report writing, and implement quality control measures.

• Discuss and clarify issues with a manager or Managing Director and follow preferred guidance.

• Analyze data and both financial and non-financial information using a forensic lens.

• Produce reports for entity valuation, purchase price allocation, tax planning, and succession planning purposes.

• Draft clear and concise reports that are easily understandable to clients, attorneys, and the Court.

• Stay adaptable and responsive to client demands, including attending meetings at client-designated times and locations.

• Be prepared to work extended hours and meet tight deadlines when necessary.

⛳️ Requirements

• A Bachelor’s degree in Accounting, Economics, or Finance is required.

• CVA or ABV certification is mandatory.

• A minimum of two years of experience in private company valuation is required.

• Proven experience in analyzing financial statements and related schedules is essential.

• Familiarity with ASC 718 and/or ASC 805 is preferred.

• Prior experience with BVR or similar valuation databases is preferred.

• Proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Word, is required.

• A strong understanding of economics, financial theory, and/or accounting principles is necessary.

• Exceptional written and verbal communication skills are required.

• Superior analytical and research abilities are essential.

• Strong organizational skills, particularly in meeting project deadlines with attention to detail, are necessary.

• Ability to effectively multitask while working independently or as part of a team is crucial.

• Demonstrated capability to work in a deadline-driven environment and manage multiple projects simultaneously.

• Excellent interpersonal skills to interact successfully with professionals at all levels.

• Ability to sit for extended periods at a desk and work on a computer.

• Must be able to lift up to 15 pounds occasionally.

• Willingness to travel up to 20% is required.

• Must not need and will not require LCG sponsorship through any non-immigrant visa category such as H-1B, H-1B1, E-3, O-1, or TN, now or in the future.

🏝️ Benefits

• Comprehensive benefits package.

• Competitive base salary.

• Employee bonus program for eligible positions based on individual and firm performance per program guidelines.

• Equal opportunity/affirmative action employer.