Business Valuation Associate

AccruePartners

Charlotte, NC0–3 yrs56m agovia LinkedIn

AccruePartners

About the Role

  • Established professional services firm providing business valuation services on a national scale.
  • Strong partnerships with lower-middle market companies ranging from $500K-$1B in revenues.
  • Tenured, passionate staff invested in the continued success of the company, ready to bring in the next wave of leadership.

Key Responsibilities

  • Examine and analyze financial statements and forecasts (income statement, cash flows, and balance sheet).
  • Analyze business transactions and problems and prepare appropriate financial models.
  • Analyze market trends and issues, perform valuation analysis.
  • Collect business data from different sources and conduct benchmark analysis.
  • Create reports of findings, tables, charts and communicate business valuation personnel regarding complex issues.
  • Provide support in analyzing different technical issues specific to the company.
  • Interact with management and present relevant information effectively.
  • Participate in calls with clients.
  • In time, independently produce presentations, models, and reports from start to finish.
  • Ensure adherence to quality in all work products.

Requirements & Tech Stack

  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word

Qualifications

  • 0-3 years of analytical experience or internships.
  • Bachelor's Degree in Finance, Accounting, or Economics.
  • Strong communication (written & verbal) skills to effectively communicate with team and partners.
  • Resourceful, self-starter mentality with ability to multi-task effectively.
  • High attention to detail.
  • General accounting/finance knowledge.
  • Team player.

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