Manager - Valuation Analyst - Mark S. Gottlieb, CPA PC : Job Details

This is not an entry-level position. You must have 3-5 years of experience preparing business valuation reports for divorce, shareholder disputes, RSUs, mergers & acquisitions, and/or purchase price allocations. You must also have any of these accreditations: CFA, ASA, or ABV.

Mark S. Gottlieb, CPA (MSG), is a leading boutique business valuation firm that is dynamic, innovative, and entrepreneurial. For over thirty-five years, our team has set the standard for excellence in the areas of business valuation, economic damage analysis, forensic accounting, and litigation support. In applying our investigative expertise to analyze persons, entities, and financial data, our goal is to provide relevant insights for our client's mission-critical needs.

We are seeking an experienced Valuation Analyst to contribute their knowledge, insights, and innovative problem-solving abilities to our team of passionate forward-thinkers.

Responsibilities

• Conduct detailed business valuations using the income, asset, and market approaches, incorporating methodologies such as discounted cash flow (DCF) analyses, guideline public company analysis, et. al.
• Review financial statements and historical financial information to develop valuation conclusions.
• Prepare and review comprehensive valuation reports that adhere to professional standards.
• Analyze revenue and expense projections, profitability trends, and financial models.
• Research industry trends, economic factors, and market data to support valuation conclusions.
• Provide technical review of business valuation reports.
• Prepare economic damage financial models.
• Collaborate with senior team members to deliver expert opinions and insights.
• Communicate findings effectively, both verbally and in written form to clients.

Education

• Bachelor's degree in Accounting, Finance, or a related field
• Active CFA charterholder, ABV, or ASA

Experience

• Minimum of 5 years' experience in business valuation.
• Proven experience preparing and reviewing valuation reports.

Skills

• Strong analytical and quantitative skills with a deep understanding of financial modeling and valuation techniques.
• Proficiency in financial analysis tools, spreadsheet software, and databases such as S&P Capital IQ, and Tagnify.
• Excellent oral and written communication skills.
• Ability to manage multiple projects, prioritize tasks, and meet critical deadlines.
• Capacity to work both independently and collaboratively within a team.
• Benefits
• 401(k)
• Life insurance
• Paid time off
• Professional development assistance

Work Location

In Office – Rockefeller Center, New York City

Salary Range

$125,000-$150,000 yearly