Analyst, Business Valuation - Valuation Advisory

Stout • Cleveland, OH

11h • Onsite

About The Position

Stout’s Valuation Advisory professionals help clients gain confidence by bringing clarity to the most complex valuation matters. As one of the largest independent valuation practices in the country, we provide specialized experience across a broad spectrum of industries, asset classes and geographies. This role will work on a variety of assignments, including the valuation of private debt and equity portfolios, complex securities and various strategic initiatives supporting Stout’s expansion objectives. This professional will manage a team of professionals responsible for production of valuation analysis and servicing client relationships.

Requirements

• Minimum 2 years of experience in business valuation.
• A bachelor’s degree in finance, accounting, economics, financial engineering, mathematics, or another quantitative field is required.
• Strong knowledge of key financial models and valuation methodologies.
• Intermediate/advanced understanding of economics, financial theory and/or principles of accounting.
• Excellent verbal and written communication skills.
• Proficient computer skills (Excel, Word, and PowerPoint).
• Relationship-focused with clients, peers, management, etc.
• Excels in a team-oriented work environment with a positive and enthusiastic attitude.
• Shows creativity in problem solving.
• Professional presence and detail-oriented.
• Self-motivated with a strong work ethic and entrepreneurial mindset.

Nice To Haves

• Prior experience in purchase price allocations, impairment testing and other financial reporting related assignments, estate and gift tax valuation, transaction opinions, and corporate tax valuations.
• Progress towards or completion of professional designations such as CFA, ASA, or CPA are preferred.
• Knowledge of Python and/or Tableau / Power Bi is a plus.

Responsibilities

• Manage a team of professionals responsible for production of valuation analysis and servicing client relationships.
• Work on a variety of assignments, including the valuation of private debt and equity portfolios, complex securities and various strategic initiatives supporting Stout’s expansion objectives.
• Perform ASC 805 Purchase Price Allocation; ASC 350/360 Goodwill Impairment; IRC 409a stock-based compensation; and ASC 718 expense.
• Perform corporate and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, purchase price allocations, goodwill impairment testing, and stock option analysis.
• Prepare written valuation reports for client presentation.
• Develop client rapport and participate in due diligence meetings and other client interactions.
• Provide valuation services for management planning.
• Conduct and oversee company, industry, and economic research.
• Analyze general economic conditions and industry specific conditions and trends.
• Deliver comprehensive valuation services to address financial, tax, and regulatory needs for individual companies.

Benefits

• Competitive compensation
• Benefits and wellness options tailored to support employees at every stage of life
• Flexible work schedules
• Discretionary time off policy

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level