Business Valuation Associate

Aprio • Houston, TX

2d • $65,000 - $65,000 • Hybrid

About The Position

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Business Valuation Team, and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Business Valuation Associate to join their dynamic team. At Aprio, we are experts in tackling complex valuation challenges. By combining our industry knowledge with advanced technology, we deliver top-tier service to our clients. As demand for our expertise grows, we’re expanding our global team of valuation specialists to provide comprehensive solutions in financial reporting, tax compliance, mergers & acquisitions, complex financial instruments, illiquid securities, structured finance, and private equity. As a key member of our dynamic, entrepreneurial team, you will play a vital role in assessing the financial and operational factors that impact valuation decisions. You will tackle complex challenges from investment, regulatory, and strategic perspectives—evaluating value at both enterprise and individual security levels. You’ll gain hands-on experience in sophisticated valuations, working with assets such as performing and non-performing loans, preferred equity, and common equity. You’ll also have the chance to work with top-tier clients, including private equity firms, corporate clients, and financial institutions, gaining exposure to various industries. As a Valuations Associate, you’ll fast-track your career by gaining broad experience in different areas of valuation. You'll face complex, challenging problems that will allow you to apply and develop your critical thinking and research skills. You’ll be fully supported by a team of experienced professionals, with plenty of opportunities for feedback and growth.

Requirements

• A Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related discipline.
• 0-2 years of business valuation experience or relevant coursework and/or internship experience in valuation and financial modeling.
• Proven experience in financial analysis and financial modeling.
• Advanced proficiency with Microsoft Excel.
• Exceptional verbal and written communication skills.
• Demonstrated project management and organizational capabilities.
• Motivated, results-oriented, and proactive, with a strong desire to succeed in an entrepreneurial environment.

Nice To Haves

• Completion of, or progress toward, professional certifications (e.g., CFA, ASA, CPA) is highly preferred.

Responsibilities

• Develop financial models for purposes including valuation, strategic planning, and transaction planning.
• Perform due diligence and manage client documentation for model development and deliverables.
• Prepare written valuation reports that encompass industry research, macroeconomic analysis, company-specific financial analysis, and an explanation of valuation methods.
• Serve as a member of cross-functional client engagement teams and work closely with the Firm’s other service groups.
• Maintain positive, productive, and professional relationships with client personnel and coworkers.
• Demonstrate teamwork and responsibility with engagement team members.
• Stay abreast of current business and economic developments relevant to the client’s business.

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees