Analyst/Associate

Role & responsibilities

• Leads engagement planning by identifying key valuation issues, scope, and methodology for business valuation, damages, and forensic accounting mandates
• Collects, reviews, and independently analyzes financial statements, general ledgers, tax filings, budgets, forecasts, and supporting documents to assess business performance and support valuation conclusions
• Applies valuation approaches (income, market, and asset-based) and prepares supporting schedules, including normalization adjustments, maintainable earnings/cash flow, working capital, and capitalization/discount rate inputs
• Estimates the fair market value of businesses and/or related assets for purposes including matrimonial litigation, shareholder disputes, transactions, and tax/estate-related matters
• Prepares financial analyses, models, and graphs to support calculations, including sensitivity analysis and reasonableness checks
• Drafts valuation reports, expert opinions, and supporting exhibits for litigation and advisory engagements
• Conducts industry, market, and company-specific research to support valuation conclusions
• Assists in preparing client presentations and deliverables
• Collaborates with senior team members, legal counsel, and other experts on multiple concurrent engagements

Preferred candidate profile

• CA/CFA, Master's degree in Finance, or related field
• 0-3 years of experience in valuation, investment banking, corporate finance, transaction advisory, or related field (Analyst level); 2-5 years for Associate level
• Strong proficiency in Excel and financial modeling
• Working knowledge of valuation methodologies (DCF, market approach, income approach)
• Excellent analytical, quantitative, and problem-solving skills
• Strong written and verbal communication skills
• Ability to manage multiple projects and deadlines in a fast-paced environment