Associate, Valuation

About the Role

CLA is looking to hire an Associate for its Valuation practice in the Minneapolis, MN office. This role supports valuation engagements by performing financial analyses, assisting in model development, and contributing to client deliverables.

Key Responsibilities

• Valuation Execution & Technical Analysis
• Perform financial analysis and transactional modeling to support valuation assignments.
• Apply income, market, and cost/asset approaches to value business enterprises, intellectual property, intangible assets, and securities.
• Assist in the valuation of common and preferred stock, debt instruments, options, warrants, and embedded derivatives.
• Assist in preparing valuation analyses for business entities, securities, and intangible assets under supervision.
• Draft sections of valuation reports that clearly communicate technical findings and support strategic conclusions.
• Litigation & Cross-Functional Support
• Support valuation components of forensic, litigation, and investigative assignments, including economic damages and regulatory matters.
• Contribute to valuation support for Assurance and Tax teams through data gathering, preliminary modeling, and documentation.
• Collaboration & Mentorship
• Collaborate with team members to resolve valuation-related questions and ensure consistency in deliverables.
• Collaborate with team members and seek mentorship to enhance technical and consulting capabilities.
• Engage in training sessions and internal initiatives to build valuation expertise and consulting acumen.
• Innovation & Process Improvement
• Contribute to the development and testing of automation tools to streamline valuation workflows and improve analytical efficiency.
• Compliance & Documentation
• Maintain organized workpapers and adhere to professional standards, documentation protocols, and confidentiality requirements.

Requirements & Tech Stack

• Proficiency in financial modeling and valuation techniques.
• Familiarity with valuation standards and complex financial instruments.
• Proficiency in Microsoft Windows and Office products (Word, Excel, Outlook, etc.) required.
• This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• Prior experience in valuation or financial consulting preferred.
• Progress toward ABV, ASA, CVA, or related certification preferred.
• Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification.