Business Valuation Associate

About the Role

Aprio is seeking a Business Valuation Associate to join their dynamic team. This role is within a progressive, fast-growing firm that is an expert in tackling complex valuation challenges.

Key Responsibilities

• Develop financial models for valuation, strategic planning, and transaction planning.
• Perform due diligence and manage client documentation for model development and deliverables.
• Prepare written valuation reports including industry research, macroeconomic analysis, company-specific financial analysis, and explanation of valuation methods.
• Serve as a member of cross-functional client engagement teams and collaborate with other service groups.
• Maintain positive, productive, and professional relationships with client personnel and coworkers.
• Demonstrate teamwork and responsibility.
• Stay abreast of current business and economic developments relevant to client businesses.

Requirements & Tech Stack

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related discipline.
• 0-2 years of business valuation experience or relevant coursework and/or internship experience in valuation and financial modeling.
• Proven experience in financial analysis and financial modeling.
• Advanced proficiency with Microsoft Excel.
• Exceptional verbal and written communication skills.
• Demonstrated project management and organizational capabilities.
• Motivated, results-oriented, and proactive with a strong desire to succeed in an entrepreneurial environment.

Preferred Qualifications

• Completion of, or progress toward, professional certifications (e.g., CFA, ASA, CPA) is highly preferred.