Analyst, Business Valuation - Valuation Advisory

Stout•Irvine, CA

About The Position

As an Analyst within Stout’s Business Valuation practice, you will support valuation and financial advisory engagements for tax, transaction, corporate planning, and dispute-related purposes. You will work with senior professionals to analyze businesses, ownership interests, financial instruments, and other assets across a broad range of industries. Clients include privately held and public companies, private equity and hedge funds, law firms, accounting firms, and high-net-worth individuals. The role involves developing valuation analyses, conducting company and financial research, preparing financial models and reports, and supporting assignments related to taxation, transactions, corporate reorganizations, and litigation. You will work with senior professionals on a variety of client engagements while developing technical valuation and advisory skills. The position also includes using AI-enabled tools and emerging technologies to improve research, deliverable preparation, efficiency, and insight. Stout describes a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options. The firm also offers professional growth through training, mentorship, employee resource groups, and performance feedback, as well as flexible work schedules and a discretionary time off policy. The estimated annual compensation range is $60,000 to $130,000, and the role is anticipated to be eligible for an annual bonus plan.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
0–3 years of experience in business valuation or a related professional services field.
Understanding of business valuation methods and financial modeling concepts.
Ability to analyze financial statements, forecasts, tax returns, and other financial information.
Strong quantitative, research, and problem-solving skills.
Advanced proficiency in Microsoft Excel and working knowledge of Word and PowerPoint.
Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.
Strong written and verbal communication skills.
High attention to detail and commitment to producing accurate work.
Ability to manage multiple assignments and changing deadlines.
Must be authorized to work in the United States without current or future employer sponsorship.

Nice To Haves

Progress toward a professional designation such as CFA, ASA, CPA, ABV, or CVA.
Experience working in a client service or professional services environment.

Responsibilities

Perform business enterprise and equity interest valuations using accepted income, market, and asset-based approaches.
Develop discounted cash flow, guideline public company, precedent transaction, and other valuation analyses.
Support engagements involving estate and gift taxation, income tax requirements, buy-sell agreements, mergers and acquisitions, corporate reorganizations, and recapitalizations.
Assist with employee stock ownership plan, fairness opinion, solvency opinion, and other transaction-related assignments.
Analyze valuation discounts associated with family limited partnerships, limited liability companies, restricted stock, blockage, and undivided interests.
Support valuations of promissory notes, private equity interests, hedge fund interests, and other complex financial instruments.
Assist with analyses related to C corporation to S corporation conversions and other tax-related matters.
Review financial statements, forecasts, tax returns, transaction documents, partnership agreements, and other relevant records.
Conduct company, industry, economic, and market research across multiple sectors.
Prepare valuation models, schedules, exhibits, reports, memoranda, and presentations.
Participate in client calls, management interviews, and internal engagement discussions.
Maintain clear documentation of assumptions, methodologies, data sources, and analytical procedures.
Support multiple engagements while meeting client, regulatory, and transaction deadlines.
Assist with proposals, research publications, presentations, and other practice development efforts.
Use AI-enabled tools and emerging technologies to enhance research, streamline deliverable preparation, and improve efficiency and insight.
Approach valuation questions with curiosity, analytical discipline, and sound judgment; connect financial analysis to each engagement’s business, tax, transaction, or legal purpose.
Ask thoughtful questions, incorporate feedback, manage competing priorities, communicate professionally, and build productive relationships across engagement teams.