Senior Consultant, Business Valuation

J.S. Held•Phoenix, AZ

1d•Hybrid

About The Position

Candidates will primarily be responsible for preparing business valuations engagements from inception to draft stage. This would include managing document requests/production, valuation models, report templates, site visits, and client interactions. Involvement with damages and other financial forensic engagements may be an option, if interested. Candidates should be commutable to Phoenix, Arizona on a hybrid basis or open to relocating to Phoenix.

Requirements

Effective organization skills.
Ability to manage multiple projects/cases in order to meet fluctuating deadlines and pressure situations with incomplete information.
Ability to analyze large data sets and simplify/translate into a visual format.
Written skills involved through the drafting of expert reports and other client communications.
Detail oriented and able to reconcile/check work from multiple perspectives.
Ability to research industry/economic/benchmark data and apply to subject companies.
Proficient with Excel and Word.
Business valuation certification (ex. CVA, ASA, ABV, CFA, etc.) or a Certified Public Accountant (CPA).
Bachelor’s Degree.
Prolonged periods sitting at a desk and working on a computer.
Ability to travel as needed

Nice To Haves

General understanding of economic damages and income taxes.
Familiarity with QuickBooks, IDEA/ACL, Tableau, and other data sources (such as RMA, DLOM databases, CapIQ, Able2Extract, etc.).
Ability to research professional business valuation journals and be familiar with current trends, techniques, and court rulings.
This position has the potential to develop the qualifications for expert testimony, if desired.

Responsibilities

Preparing business valuations engagements from inception to draft stage.
Managing document requests/production.
Managing valuation models.
Managing report templates.
Conducting site visits.
Client interactions.
Involvement with damages and other financial forensic engagements may be an option, if interested.