Summer 2028 Business Valuation Associate - BPB Conversion
About The Position
Baker Tilly is seeking a Valuation Associate to join its growing Valuation practice. The role supports valuation engagements involving closely held businesses, equity interests, assets, liabilities, and complex financial instruments. The associate conducts financial statement and valuation analyses, performs industry and economic research, develops valuation models, and helps prepare client-ready valuation reports. The position is suited to an analytical, intellectually curious professional interested in building a career in business valuation. The role supports valuation work for financial reporting, tax compliance, transaction, and advisory purposes. Associates work with clients and engagement teams to collect and assess relevant financial and operational information, document analyses, and contribute to research and improvements to the practice’s processes and methodologies. Travel may be required as needed for client projects.
Requirements
- Bachelor’s degree in finance, accounting, economics, or a related field.
- Outstanding academic performance.
- Relevant internship, work experience, and/or involvement with a professional organization.
- Ability to work effectively in a team environment with client personnel at all levels and across various industries.
- Excellent written and verbal communication and collaboration skills.
- Availability to travel as needed for client projects.
- Authorization to work in the United States without employer-sponsored visa sponsorship now or in the future.
- Must have a current offer with Baker Tilly (formerly Berkowitz Pollack Brant).
- A resume is required as part of the application process.
Nice To Haves
- CFA, ASA, CVA, or ABV candidacy.
- Preferred GPA of 3.0 or above.
Responsibilities
- Support the development of valuation analyses and reports for financial reporting, tax compliance, transaction, and advisory purposes.
- Perform valuations of business enterprises, equity interests, assets, and liabilities.
- Develop valuation models using income, market, and asset-based approaches.
- Analyze financial statements, historical performance, forecasts, and other financial and operational data.
- Conduct industry, economic, market, and company-specific research to support valuation conclusions.
- Assist with valuing complex financial instruments and ownership interests, including embedded derivatives, contingent consideration, intangible assets, and interests in complex ownership structures.
- Collaborate with clients and engagement teams to gather, organize, and evaluate financial and operational information required for valuation analyses.
- Prepare clear, well-supported valuation documentation and contribute to client-ready reports and deliverables.
- Assist with research projects involving valuation methodologies, market data, and technical accounting or financial reporting considerations.
- Contribute to improving the Valuation practice’s processes, methodologies, tools, and best practices.
Benefits
- Comprehensive compensation and benefits package for eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
