Senior Valuation Analyst – ESOP

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

📋 Description

• Assist in valuation and transaction opinion projects within Adamy’s ESOP practice.

• Participate in additional valuation initiatives as required.

• Execute detailed financial analysis and valuation modeling procedures.

• Conduct thorough business and market research.

• Draft valuation reports and simplify complex financial data into understandable conclusions.

• Aid in annual ESOP valuations as well as ESOP implementation, follow-on, releveraging, and termination transactions.

• Support selected ESOP advisory projects.

• Evaluate valuation assumptions critically and explore significant issues.

• Generate accurate, detailed, and well-structured financial models.

• Create clear, comprehensive valuation reports that meet client requirements and compliance standards.

• Prepare for and engage in client meetings.

• Oversee multiple projects, deadlines, resources, budgets, and scope effectively.

• Communicate proactively with both internal and external teams.

• Achieve billable hour goals while ensuring high-quality deliverables.

• Tackle complex valuation challenges utilizing advanced technical skills.

• Collaborate with team members and guide less experienced analysts.

• Pursue ongoing professional development and contribute to the growth of the practice.

⛳️ Requirements

• Bachelor’s degree in finance, accounting, economics, or a related discipline.

• Minimum of 1–3 years of experience in a relevant area such as business valuation, investment banking, or a closely related client service position.

• Prior experience with ESOP valuations is mandatory.

• Strong technical, analytical, and critical thinking abilities.

• Capacity to interpret data and apply sound judgment in situations where direction is limited.

• Exceptional written and verbal communication skills.

• High attention to detail and a strong commitment to accuracy and completeness.

• Ability to handle multiple projects and adhere to deadlines in a dynamic environment.

• Thrive in a growth-focused, innovative setting and be open to feedback.

• Professional demeanor and a collaborative spirit.

• Ability to work autonomously as well as in team environments.

• Willingness to travel nationally as required.

• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.

🏝️ Benefits

• Contribution-based bonus program.

• Summer half-day Fridays.

• Paid continuing education opportunities.

• Support for professional credentialing (ABV, ASA, and others).

• Mentorship from seasoned professionals.

• Health insurance coverage.

• Dental insurance coverage.

• 401(k) matching program.

• Paid parental leave.

• Flexible, collaborative, and team-oriented work atmosphere.

• Competitive bonus structure.