Role Description
The Business Valuation Associate/Sr. Associate is responsible for executing and delivering challenging valuation engagements by participating in projects from initial proposal preparation through project completion. Business Valuation is a rapidly growing division within LCG Advisors which was created to respond to the unprecedented need for business valuation services in the market.
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Perform industry research including comparable publicly-traded companies and similar transactions.
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Analyze competitive industry dynamics and assess financial conditions of peer companies.
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Perform financial statement and benchmarking analysis and prepare and interpret the financial valuation models.
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Create valuation reports for clients (financial institutions, attorneys, private business, accounting firms).
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Serve as the key point of contact for clients over the course of the business valuation engagement.
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Manage receipt of financial documents, respond to questions as necessary, deliver finalized valuation report.
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Participate in business development activities as interested (conferences, networking events).
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Work on projects with division Director as needed.
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Conduct and perform forensic financial analyses, build models, maintain documents, assist in report writing, and perform quality control procedures on schedules and reports.
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Discuss and outline problems/issues with a manager or Managing Director and then act on the preferred advice.
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Analyze data and financial/non-financial information and apply a forensic approach to the work.
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Develop reports for entity valuation, purchase price allocation, tax planning, succession planning, etc.
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Prepare clear, concise reports which can be understood by non-accountants such as clients, attorneys, and the Court.
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Be flexible and responsive to client needs, particularly available for meetings at times and places stipulated by the client.
Qualifications
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Bachelor's degree in Accounting, Economics or Finance, required; Masters, preferred.
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CVA or ABV certified, required.
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Two or more years of private company valuation experience, required.
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Experience analyzing financial statements and related schedules, required.
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ASC 718 and/or ASC 805 experience, preferred.
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Prior experience with BVR or related valuation databases, preferred.
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Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word, required.
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Understanding of economics, financial theory and/or principles of accounting, required.
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Excellent written and verbal communication skills.
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Superior analytical and research skills.
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Solid organizational skills, especially the ability to meet project deadlines with a focus on details.
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Ability to successfully "multi-task" while working independently or within a group environment.
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Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously.
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Ability to successfully interact with professionals at all levels.
Requirements
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Prolonged periods sitting at a desk and working on a computer.
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Must be able to lift up to 15 pounds at times.
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Flexibility for travel (up to 20%).
Benefits
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Competitive benefits package.
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Base compensation.
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Employee bonus program for eligible roles based on individual and firm performance per program guidelines.
Company Description
LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.