JOB OVERVIEW
VALUATION ANALYST
Transform Financial Data into Business Value with AI-Powered Technology
ABOUT THIS OPPORTUNITY
We’re seeking a detail-oriented Valuation Analyst to join our established team of 13 professionals. You’ll work with cutting-edge AI valuation software (similar to Equitest®) to provide professional business valuations while our experienced team manages the overall process.
This is an excellent opportunity to focus on the analytical side of business valuation, working with financial data and advanced technology in a supportive team environment.
WHAT YOU’LL DO DAILY
Financial Data Analysis: Review and organize tax returns, P&L statements, balance sheets, and other financial documents
Valuation Execution: Input organized financial data into our AI-driven valuation software to generate professional valuation reports
Quality Control: Review generated reports for accuracy, completeness, and logical consistency
Team Collaboration: Work closely with our lead broker and 13-person team to ensure smooth valuation delivery
Data Verification: Cross-check financial information for accuracy and identify any inconsistencies or missing data
Report Preparation: Format and finalize valuation reports for presentation
Documentation: Maintain organized records of all valuation work and supporting materials
WHAT WE’RE LOOKING FOR
Required Skills:
Accounting Background: Degree in Accounting, Finance, or equivalent experience
Financial Statement Expertise: Strong understanding of P&L statements, balance sheets, and tax returns
Analytical Skills: Ability to interpret financial data and identify trends or anomalies
Tech Savvy: Comfortable learning new software platforms quickly
Attention to Detail: Ability to spot inconsistencies in financial data and ensure accuracy
Team Collaboration: Excellent communication skills for working with our internal team
Preferred Experience:
Previous experience with business valuations or financial analysis
Familiarity with various business structures (LLC, Corporation, Partnership)
Experience with QuickBooks, Excel, or other financial software
Background in bookkeeping or tax preparation
WHY THIS ROLE IS PERFECT FOR YOU
Focus on Analysis: Pure analytical work without client management responsibilities
Established Team: Join a successful 13-person operation with proven systems
Technology Integration: Master AI tools that are revolutionizing the valuation industry
Meaningful Impact: Your valuations help business owners make critical decisions about their companies
Skill Development: Gain expertise in business valuation – a specialized, high-value skill
Supportive Environment: Work with an experienced team that handles all client interactions
TRAINING & SUPPORT PROVIDED
Comprehensive training on our AI valuation platform
Ongoing mentorship in business valuation best practices
Scripts and templates for client communications
Access to industry resources and continuing education
COMPENSATION & BENEFITS
Competitive salary based on experience
Performance bonuses for quality work and client satisfaction
Opportunities for professional development
Remote work flexibility
Growth potential as our client base expands
APPLICATION REQUIREMENTS
Please include in your application:
1. Cover Letter: Explain why you’re interested in business valuation and how your accounting background prepares you for this role
2. Experience Summary: Detail your accounting/finance experience, especially any work with small businesses
3. Sample Work: If available, provide an example of financial analysis you’ve completed (remove any confidential information)
READY TO APPLY?
We’re looking for someone who is:
Analytical but can explain complex concepts simply
Professional in all client interactions
Eager to learn new technology and processes
Reliable with deadlines and data accuracy
TO APPLY: Send your resume and cover letter with the subject line “Valuation Analyst – [Your Name]”
This position offers the perfect opportunity for an analytical professional to specialize in business valuation using cutting-edge AI technology, while working within an established team structure. If you’re ready to focus your accounting expertise on high-value analytical work, we’d love to hear from you!
KEYWORDS FOR SEARCH OPTIMIZATION: Accounting, finance, financial analysis, CPA, bookkeeping, QuickBooks, Excel, financial statements, profit and loss, P&L, balance sheet, tax returns, data analysis, financial modeling, valuation, business analyst, credit analyst, investment analyst, banking, auditing, financial reporting, GAAP, financial planning, corporate finance, small business, entrepreneurship, mergers and acquisitions, due diligence, financial consulting, and business intelligence.
Equal Opportunity Employer – We welcome applications from all qualified candidates regardless of background.
SKILL REQUIREMENT
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