Business Valuation Senior Associate

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Aprio

📍Remote - United States

Summary

Join Aprio's Business Valuation Team as a Senior Associate and help clients maximize their opportunities. You will play a vital role in assessing financial and operational factors impacting valuation decisions, tackling complex challenges from investment, regulatory, and strategic perspectives. Gain hands-on experience in sophisticated valuations, working with various assets and top-tier clients across diverse industries. Fast-track your career by gaining broad experience in different valuation areas, developing critical thinking and research skills, and receiving support from experienced professionals. Aprio offers a progressive, fast-growing environment with ample opportunities for feedback and growth. The firm is a nationally ranked CPA and advisory firm with a strong commitment to its employees.

Requirements

  • A Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related discipline
  • Proven experience in financial analysis and financial modeling
  • Advanced proficiency with Microsoft Excel
  • Exceptional verbal and written communication skills
  • Demonstrated project management and organizational capabilities
  • Motivated, results-oriented, and proactive, with a strong desire to succeed in an entrepreneurial environment

Responsibilities

  • Develop financial models for purposes including valuation, strategic planning, and transaction planning
  • Perform due diligence and manage client documentation for model development and deliverables
  • Prepare written valuation reports that encompass industry research, macroeconomic analysis, company-specific financial analysis, and an explanation of valuation methods
  • Serve as a member of cross-functional client engagement teams and work closely with the Firm’s other service groups
  • Maintain positive, productive, and professional relationships with client personnel and coworkers
  • Demonstrate teamwork and responsibility with engagement team members
  • Stay abreast of current business and economic developments relevant to the client’s business

Preferred Qualifications

  • 2-4 years of business valuation experience or consulting background in a finance-related function preferred
  • Completion of, or progress toward, professional certifications (e.g., CFA, ASA, CPA) is highly preferred

Benefits

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options

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