Senior Analyst - Business Valuation & Transaction Advisory Services

Rea•Cleveland, OH

15h•Hybrid

About The Position

Rea is a growing Top 100 business advisory & accounting firm that provides services in tax, accounting, and business consulting. The firm has a ‘People First’ culture, focusing on employee well-being and professional development, and respects a work-life balance. With over 400 professionals and locations throughout Ohio and Florida, Rea offers competitive compensation and a robust benefits plan. The Senior Analyst on the Business Valuation and Transaction Advisory Services team will be responsible for leading financial analysis and modeling, applying advanced valuation techniques, and conducting client management interviews. This role also involves mentoring junior analysts, contributing to Quality of Earnings engagements, and providing expertise in transaction advisory services, ultimately shaping the team's strategic direction and ensuring client satisfaction.

Requirements

Bachelor’s degree in Finance or Accounting
Minimum of 5-10 years of relevant experience in business valuation
Demonstrated track record of extensive experience in financial analysis and valuation modeling
In-depth knowledge of a broad spectrum of valuation techniques and methodologies
Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and understandable manner
Ability to conduct high-level management interviews, extracting pertinent information to enhance valuation processes
Proven experience in building and maintaining client relationships at a senior level

Nice To Haves

Progress toward or attainment of professional designations such as CFA, ABV, ASA, CVA is preferred

Responsibilities

Spearhead in-depth financial analysis and modeling to facilitate the valuation of diverse businesses and assets
Take charge of intricate valuation techniques, such as capitalization of earnings, public company analysis, discounted cash flow analysis, and other advanced methodologies
Produce detailed and comprehensive valuation reports, presenting findings and insights to clients in a clear and concise manner
Provide expert-level insights and recommendations based on valuation outcomes
Establish and maintain strong client relationships, including conducting high-level management interviews to obtain a holistic understanding of their businesses
Collaborate effectively with cross-functional teams, contributing senior-level expertise to enhance overall engagement outcomes
Bring advanced knowledge and experience to transaction-related valuations, ESOPs, and estate & gift planning valuations
Provide guidance and mentorship to junior analysts and interns, fostering skill development and knowledge enhancement within the valuation team
Share industry best practices and keep the team informed about emerging trends in business valuation
Utilize strong networking skills to cultivate and maintain relationships with clients, resulting in successful engagement acquisition and closure
Conduct site-visits and assist junior team members with completing ride-alongs