财务估值专员/高级专员
Business Valuation Associate/Sr. Associate
业务估值助理/高级助理负责通过参与从初步提案准备到项目完成的各项工作,执行并交付具有挑战性的估值项目。
业务估值是LCG顾问公司迅速增长的一个部门,该部门的成立是为了应对市场上对业务估值服务前所未有的需求。受过业务估值培训的专业人员的需求正在激增,并将在未来10至20年内继续呈指数级增长。
主要职责:
- 进行行业研究,包括可比上市公司和类似交易,分析行业竞争动态,并评估同行公司的财务状况。
- 进行财务报表和基准分析,编制并解释财务估值模型。
- 为客户(金融机构、律师、私人企业、会计事务所)制作估值报告。
- 在业务估值项目期间担任客户的主要联系人(管理财务文件的接收,必要时回答问题,交付最终的估值报告)。
- 根据兴趣参与业务拓展活动(如会议、社交活动)。
- 按需与部门总监一起开展项目。
- 进行并执行法务财务分析,建立模型,维护文档,协助撰写报告,并对工作底稿和报告进行质量控制。
- 与经理或董事讨论并概述问题/事项,然后根据建议采取行动。
- 分析数据和财务/非财务信息,并对工作采用法务方法。
- 编制实体估值、购买价格分配、税务规划、继承规划等报告。
- 编写清晰简洁的报告,使非会计人员(如客户、律师和法院)能够理解。
- 对客户需求灵活响应,特别是能够在客户规定的时间和地点参加会议。这可能涉及长时间工作和紧迫的截止日期。
资格与经验:
- 会计、经济或金融专业学士学位,必需;硕士优先
- 需要CVA或ABV认证
- 至少两年的私营公司估值经验,必需
- 需要有分析财务报表及相关附表的经验
- 具备ASC 718和/或ASC 805经验者优先
- 之前的工作经验
查看英文原文
The Business Valuation Associate/Sr. Associate is responsible for executing and delivering challenging valuation engagements by participating in projects from initial proposal preparation through project completion.
Business Valuation is a rapidly growing division within LCG Advisors which was created to respond to the unprecedented need for business valuation services in the market. The demand for business valuation trained professionals is exploding and will continue to grow exponentially over the next 10-20 years.
Primary Responsibilities:
- Perform industry research including comparable publicly-traded companies and similar transactions, analyze competitive industry dynamics and assess financial conditions of peer companies.
- Perform financial statement and benchmarking analysis and prepare and interpret the financial valuation models.
- Create valuation reports for clients (financial institutions, attorneys, private business, accounting firms)
- Serve as the key point of contact for clients over the course of the business valuation engagement (manage receipt of financial documents, respond to questions as necessary, deliver finalized valuation report)
- Participate in business development activities as interested (conferences, networking events)
- Work on projects with division Director as needed
- Conduct and perform forensic financial analyses, build models, maintain documents, assist in report writing, and perform quality control procedures on schedules and reports.
- Discuss and outline problems/issues with a manager or Managing Director and then act on the preferred advice.
- Analyze data and financial/non-financial information and apply a forensic approach to the work.
- Develop reports for entity valuation, purchase price allocation, tax planning, succession planning, etc.
- Prepare clear, concise reports which can be understood by non-accountants such as clients, attorneys, and the Court.
- Be flexible and responsive to client needs, particularly available for meetings at times and places stipulated by the client. This can involve working long days and tight deadlines.
Qualifications & Experience:
- Bachelor's degree in Accounting, Economics or Finance, required; Masters, preferred
- CVA or ABV certified, required
- Two or more years of private company valuation experience, required
- Experience analyzing financial statements and related schedules, required
- ASC 718 and/or ASC 805 experience, preferred
- Prior experience with BVR or related valuation databases, preferred
- Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word, required
- Understanding of economics, financial theory and/or principles of accounting, required
- Excellent written and verbal communication skills
- Superior analytical and research skills
- Solid organizational skills, especially the ability to meet project deadlines with a focus on details
- Ability to successfully "multi-task" while working independently or within a group environment
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Ability to successfully interact with professionals at all levels
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
- Flexibility for travel (up to 20 %)
Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.
The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. An actual offer can vary based upon on role, hiring location, and qualifications. For additional information on LCG’s total rewards, visit our website at .
LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Originally posted on Himalayas