Business Valuation Accountant

KerberRose S.C.•Howard, WI

4d•Hybrid

About The Position

Our continued expansion has created a need for an experienced Business Valuation Accountant. We are looking for a new team member who is eager to learn and grow in their career. We encourage our team members to progress in their abilities and assert their individuality throughout their career. Duties may be deadline driven, but there is still room for creativity and new ideas. As a part of our KerberRose team, you will be working closely with clients, assisting them with their business valuation needs. You will have access to the latest accounting software, products, and technology. Our firm works closely with small and medium sized businesses providing traditional services such as financial statement preparation and reporting, income tax preparation and tax planning, auditing along with specialties such as business valuations and estate planning. We have twelve locations in Northeast Wisconsin and Michigan's Upper Peninsula to serve our clients.

Requirements

Bachelor degree in Business, with a concentration in Finance or Economics preferred
ABV or CVA certification preferred (or eligible)
Ability to grow client relationships
Demonstrates aptitude in quantitative and qualitative analysis and report writing
Knowledge of Income Statements, Balance Sheets and relevant accounting terms
Detail-oriented, able to effectively manage time, strong planning skills, and excellent analytical skills

Responsibilities

Manage all aspects of an average of 4-5 appraisal projects per month.
Request, receive, and review subject company sales, gross margin, inventory and operating expense performance information.
Follow up on all open items with the subject company to ensure compliance.
Enter data and prepare all financial analysis into appraisal models.
Effectively sets priorities and works in an organized manner while managing multiple moving deadlines.
Builds, maintains and manages effective relationships and communication with our client companies and clients throughout the appraisal process.
Ensures internal communication with the project team is effective and consistent throughout the process, keeping all members up to date.
Review analysis to ensure quality standards.
Performs management interviews and site visits as needed.
Learn and adhere to current NACVA/AICPA guidelines for all appraisal engagements.
Participate in client meetings/report deliveries as needed.