Senior Consultant, Business Valuation

J.S. Held LLC•Phoenix, AZ

2d•$75,000 - $90,000•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.

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. (Ex.: Create a graph of gross profit by zip code, Compare company to benchmarks over time, Contrast revenue per employee to benchmarks, etc.)
Written skills involved through the drafting of expert reports and other client communications.
Detail oriented and able to reconcile/check work from multiple perspectives. (ex. Foot/crossfooting of schedules, goal seeking, compare cash receipts per the bank statements to reported revenue, etc.)
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.

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.