Senior Valuation Associate Resume Samples
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Senior Valuation Associate Resume Samples
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HF
H Feil
Howard
Feil
78926 Thompson Inlet
Los Angeles
CA
+1 (555) 830 5892
78926 Thompson Inlet
Los Angeles
CA
Phone
p
+1 (555) 830 5892
Experience
Experience
Chicago, IL
Senior Associate, Valuation
Chicago, IL
Oberbrunner-Howell
Chicago, IL
Senior Associate, Valuation
- Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
- Participate in due diligence activities on pending M&A transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions
- Assist in report preparation, proposals and executive presentations
- Prepare and analyze financial and economic data for tax and regulatory compliance
- Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements
- Knowledge of the MS Office Suite including Word, Excel, and PowerPoint
- Use advanced valuation models such as Monte Carlo simulation and other quantitative techniques to value complex securities, equity based compensation under the FASB financial reporting standards and the related guidance for fair value measurements
Philadelphia, PA
Senior Associate‚ Valuation Services
Philadelphia, PA
Altenwerth-Windler
Philadelphia, PA
Senior Associate‚ Valuation Services
- Present reports regarding analysis and conclusions of findings
- Providing insight and expertise on target industries, market and competitor information focusing on the financial services sector
- Mentoring junior staff on analyses, reports, and presentations
- Knowledge of software packages including MS Word, Excel, and PowerPoint
- Monitor changing regulations, providing input to the Financial Accounting Standards Board to develop implementation guidance and new financial reporting rules with valuation implications
- Perform in-depth industry, market, and competitor research and valuation analysis on a wide range of public and private entities using all accepted approaches and theory
- Interview clients and design financial models for discounted cash flow, market multiple, intangible assets, and option pricing analyses
present
New York, NY
Senior Associate, Valuation Services
New York, NY
Hilll LLC
present
New York, NY
Senior Associate, Valuation Services
present
- Senior Associates work on a variety of assignments, including business enterprise valuations, purchase price allocations, valuations of complex securities including financial assets and liabilities as well as capital structures, intellectual property valuations, stock option valuations, reviews of valuations of hedge funds and private equity interests, and dispute consulting
- Gather data and information pertinent to the engagement with a general knowledge of some aspect of the financial services industry sector (banking, insurance, asset management, financial technology, etc.)
- Presentation of results in a clear and concise report to project teams. Assisting in the development of presentations and publications communicated to clients
- Valuation Services Senior Associates work on a variety of assignments, including financial modeling performed for acquisitions using discounted cash flow, market approach and transaction approach analyses, reviewing equity and debt securities with hedge funds and private equity funds, purchase price allocations, intellectual property valuations, business unit and asset impairment valuations, intangible asset valuations and stock option valuations for multiple industries
- Work from our New York, Boston, Chicago, Washington D.C, Los Angeles or San Francisco offices and be willing to travel frequently to client and prospective client sites
- Working with management with build and maintain client relationships
- Performance of in-depth research of capital markets, industries and competitors as well as analyses of target companies, e.g. in terms of market strength, strategic fit, and business model / business plans
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
James Madison University
Bachelor’s Degree in Finance
Skills
Skills
- Basic skills in Microsoft Word and Excel. Good writing skills
- Ability to provide efficient, timely, reliable and courteous service to customers
- Basic understanding of approaches to value of real estate assets
- Basic skills in Microsoft Word and Excel
- Detail-oriented
- Ability to multitask
- Good writing skills
- Strong interpersonal skills
- Strong client service skills
- Ability to effectively present information
7 Senior Valuation Associate resume templates
Read our complete resume writing guides
1
Senior Valuation Associate Resume Examples & Samples
- Exceptional planning and organizational skills
- Understanding of Hedge Fund, Private Equity and Venture Capital industries
- Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
- Visio and Bloomberg proficiency
2
Senior Fixed Income Valuation Associate Resume Examples & Samples
- 2+ years of previous Fixed Income Valuations experience
- Experience analyzing / reviewing / adjusting Financial Statements
- Experience with building complex Securities Valuation Models
- Microsoft Office/Suite proficient (Word, Excel, PowerPoint, etc.)
- Experience using Capital IQ, Bloomberg and Damodaran research
3
Valuation & Business Analytics Senior Associate Resume Examples & Samples
- Supervises the day-to-day workload of Real Estate Valuation Associates and Interns on assigned engagements and reviews work deliverables
- Ensures Real Estate Valuation Associates and Interns are trained on relevant valuation databases and models
- Delivers periodic performance feedback and completes performance evaluations for Real Estate Valuation Associates and Interns
- Acts as mentor to Real Estate Valuation Associates and Interns, as appropriate
- Bachelor degree in Real Estate, Business Administration, Economics, Finance or other relevant field required
- Two (2) to four (4) years of experience in commercial real estate appraisal & valuation
- Superior analytical and research skills
- Ability to successfully multi-task while working independently or within a group environment
- Intermittent travel may be required
4
Valuation Services Senior Associate Resume Examples & Samples
- Oversee and perform data and document-intensive financial analysis and modeling/projections, strategic analysis, economic and statistical analysis, due diligence, valuation analysis, damage calculations and analysis, forensic accounting procedures, GAAP/GAAS litigation support, industry research, and related investigative assignments
- Oversee and perform research related to cases as well as document identification, acquisition, and management, and the preparation of demonstratives
- Consult on large and complex litigated disputes and provide valuable financial insight and clarity to counsel during all stages of a business dispute
- Oversee and apply business valuation approaches and methods to a variety of tangible and non-tangible assets, including equity valuations, option analyses, and purchase allocations
- Write articles for various industries, firm, and other publications
- 2-4 years of progressive experience in public accounting or consulting with experience in litigation support, business valuation, or forensics
- Certification/license such as CPA, CFE, CMA, CFA, or CIA and/or valuation credentials such as CVA, ABV, AVA, or ASA preferred
- Accounting, finance, and economics knowledge; proficiency in US GAAP and GAAS preferred
- Highly analytical with expertise in financial analysis and modeling, econometrics, statistics, and regression analysis
- Ability to work additional hours as needed and travel to various client sites
5
Senior Associate, Valuation Resume Examples & Samples
- Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
- Participate in due diligence activities on pending M&A transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions
- Assist in report preparation, proposals and executive presentations
- Prepare and analyze financial and economic data for tax and regulatory compliance
- Research comparable publicly-traded companies
- Bachelor’s degree in Accounting, Finance, or Business from an accredited college/university
- Chartered Financial Analyst (CFA) designation preferred
6
Senior Associate, Valuation Resume Examples & Samples
- Use advanced valuation models such as Monte Carlo simulation and other quantitative techniques to value complex securities, equity based compensation under the FASB financial reporting standards and the related guidance for fair value measurements
- Use statistical sampling methods to support financial statement audits and other tax related calculations
- Advanced degree in Statistics, Applied Mathematics, Computer Science, Information Management, Finance, Economics, Financial Engineering, or Business from an accredited college/university
- Knowledge of statistical data analysis software such as STATA, SAS, SPSS, Matlab, or Splus; knowledge of Microsoft Office Suite including Word, Excel, and PowerPoint (experience with VBA a plus)
- Effective written and verbal communication skills
- Ability to work well in a team environment
7
Senior Associate, Business Valuation Resume Examples & Samples
- Two years of experience with valuation-related projects within an audit, tax, and advisory firm
- Experience with valuations of business entities and intangible assets, purchase price allocations, and financial analysis and research
- Knowledge of the MS Office Suite including Word, Excel, and PowerPoint
- Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment
8
Valuation Senior Associate Resume Examples & Samples
- Prepare and review valuations related to a variety of equity interests and assets and liabilities related to the financial services industry, such as loan portfolios, core deposit intangible, fixed maturity deposits, intangible assets, indemnification assets, etc
- Effectively articulate valuation concepts to C-Suite executives, external auditors, regulators, and internal stakeholders
- Prepare reports, memos, and presentations for clients
- Provide leadership to associates
- Three years of relevant experience
- Experience or demonstrated interest in the financial services industry, such as banking, insurance, asset management, and alternative investments
- Financial modeling and analytical abilities
9
Senior Associate, Valuation Services Resume Examples & Samples
- Senior Associates work on a variety of assignments, including business enterprise valuations, purchase price allocations, valuations of complex securities including financial assets and liabilities as well as capital structures, intellectual property valuations, stock option valuations, reviews of valuations of hedge funds and private equity interests, and dispute consulting
- Gather data and information pertinent to the engagement with a general knowledge of some aspect of the financial services industry sector (banking, insurance, asset management, financial technology, etc.)
- Providing insight and expertise on target industries, market and competitor information focusing on the financial services sector
- Valuation analysis, including determining appropriate valuation methodology and building and reviewing financial models
10
Senior Associate, Valuation Services Resume Examples & Samples
- Working with management to build and maintain client relationships
- Identifying and communicating potential engagements to management
- Perform business and intangible assets valuation engagements for fair value measurements and transactions
- Developing financial models for transaction and valuation engagements
11
Senior Associate, Valuation Services Resume Examples & Samples
- Valuation Services Senior Associates work on a variety of assignments, including financial modeling performed for acquisitions using discounted cash flow, market approach and transaction approach analyses, reviewing equity and debt securities with hedge funds and private equity funds, purchase price allocations, intellectual property valuations, business unit and asset impairment valuations, intangible asset valuations and stock option valuations for multiple industries
- Performing valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theory
- Designing and working with financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
- Independently gathering data pertinent to the engagement through direct client interaction and client site visits
- Assisting in preparing and presenting the results of our analysis in a clear and concise manner
- Contributing directly to the development of proposals, presentations and publications communicated to current and prospective clients
- Performing in-depth client, industry, market and competitor research
12
Senior Associate‚ Valuation Services Resume Examples & Samples
- Researching target industries, market and competitor information
- Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
- Working with management with build and maintain client relationships
- Assisting in building budgets
- Reporting and presenting analyses and conclusions including written reports
13
Senior Valuation Associate Resume Examples & Samples
- Four-year degree from accredited university
- Knowledge of financial real estate terms and principles
- Proficient in Microsoft Word, Excel, Adobe Acrobat
- Proficient in Argus DCF and-or Enterprise is a plus
- Interest in the seniors housing & care industry
- Decisions made with general understanding of procedures and company policies to achieve set results and deadlines
- Errors in judgment may cause short-term impact to co-workers and supervisor.
14
Senior Associate, Valuation Services Resume Examples & Samples
- Performance of in-depth research of capital markets, industries and competitors as well as analyses of target companies, e.g. in terms of market strength, strategic fit, and business model / business plans
- Conception and development of tailor-made analysis tools to support existing valuation models
- Performance of valuations on a wide range of entities using discounted earnings, discounted cash flow, market multiples
- Presentation of results in a clear and concise report to project teams. Assisting in the development of presentations and publications communicated to clients
- The successful candidate will be willing to travel internationally for up to several weeks at a time
15
Senior Valuation Associate Resume Examples & Samples
- Prepares and completes analysis and research on simple appraisal assignments
- Prepares written market value reports from cover to cover with substantial analytical guidance of a senior appraiser
- Examines and analyzes simple income producing properties and writes an analysis based on market comparisons
- Researches market area and analyzes current transactions and how they compare to the subject property
- Attempts to make a comparison analysis based on sales of similar properties
- Analyzes of past revenue and expense performance and attempts to project a stabilized operating statement
- May be trained to utilize Argus (cash flow software) and 3rd party databases to compile data for appraisal report
16
Business Valuation Senior Associate Resume Examples & Samples
- May be given manager-level responsibilities of planning and scheduling engagements
- May supervise other staff accountants
- Various additional duties as may be assigned
- 2-4 years of experience with a "Big 4" or national/regional consulting firm providing valuation services preferred
- Proficiency with option pricing models helpful
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Ability to work in a collaborative multi-office environment
- Undergraduate or graduate degree in accounting or finance
- Willing to obtain professional certifications including: CPA, ABV, CVA, ASA and/or CFA
17
Valuation Senior Associate Resume Examples & Samples
- Three (3) to five (5) years experience in commercial real estate valuation with a working knowledge associated with FASB ASC 805 and 820
- Ability to navigate public company database and filing systems
- Possesses intermediate or higher computer adaptability
- Ability to analyze and organize high volumes of data
- Exhibits solid analytical skills and ability to break down complex issues
- Displays superior oral and written communications skills
- Demonstrates solid organizational skills especially ability to meet project deadlines with a focus on details
- Capable of intermediate travel
18
Senior Associate, Valuation Services Resume Examples & Samples
- Provide support to the team (local and remote), primarily with project execution
- Use a variety of tools to conduct extensive data analyses and modeling
- Prepare financial/DCF models in Excel, with the ability to quickly update and test/quality check
- Preparing multiple deliverables in a fast-paced environment
- Bachelors degree required,
- 2-3 years of relevant experience gained at a prestigious accounting or consulting firm, investment bank or independent valuation firm
- Knowledge of energy industry
19
Senior Business Valuation Associate Resume Examples & Samples
- 3 to 10 years of responsible valuation or credit experience
- Ability to analyze data and present conclusions effectively
- CFA, ASA, or similar designation
- Deep knowledge of Excel workbook functions
- Demonstrated skill with FactSet or similar database
20
Senior Valuation Associate Resume Examples & Samples
- Bachelor's degree (BA/BS) from four-year college or university and a minimum of one to two years of related experience and/or training
- Ability to effectively present information
- Requires average knowledge of financial real estate terms and principles
- Basic understanding of approaches to value of real estate assets
- Ability to solve problems in standard situations
- Requires intermediate analytical and quantitative skills
- Basic skills in Microsoft Word and Excel. Good writing skills
21
Senior Valuation Associate Resume Examples & Samples
- Bility to effectively present information
- Basic skills in Microsoft Word and Excel
- Good writing skills
22
Senior Associate, Valuation Services Resume Examples & Samples
- Provide support to the team, primarily with project execution
- Experience in Machinery and Equipment required
- Desire to succeed in an entrepreneurial culture
