Valuation Analyst​/Associate – Financial Reporting; Dallas, TX

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Our client is a top rated independent financial advisory & valuation practice.

The Financial Analyst will primarily perform valuations of privately-held companies, purchase price allocation work, goodwill impairment, and tax for financial reporting purposes as well as illiquid securities and supporting business development activities

• Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
• Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.
• 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
• Research comparable publicly-traded companies
• Gather and document pertinent data obtained through client interaction.
• Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
• Assist in preparing formal client reports.

• 3-5 years’ work experience at a valuation firm or public accounting firm.
• Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance from top college. Any coursework in valuation or securities analysis a plus.
• Must have CFA or be in the process of obtaining it.
• Advanced, working knowledge of Excel and Word.
• Strong oral and written communication skills and superior analytical capabilities are essential.
• Self starter and ability to master new tasks quickly.
• Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.
• Strong work ethic and ability to work flexible hours around critical due dates.
• Applicants must have unrestricted authorization to work for any employer in the U.S.

Location:
Dallas, TX – Chicago, IL

Salary:
Highly Competitive Base Salary Plus Quarterly Profit-Share & Year End Bonus