Valuation & Financial Advisory Associate

🕒 July 17

🌽 Illinois – Remote

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💵 $83k - $98k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 3%

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Logo of Houlihan Capital

Houlihan Capital

11 - 50 employees

Founded 1996

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Houlihan Capital is a leading, employee-owned valuation, financial advisory, and investment banking firm committed to delivering superior client value and thought leadership in an ever-changing landscape. They offer a range of services including valuation and financial advisory, fairness opinions, investment management advisory, and corporate financial services. With a focus on private equity, hedge funds, and corporations, Houlihan Capital is dedicated to providing customized solutions that meet the specific needs of their clients in compliance with the highest ethical standards.

📋 Description

• Populate Excel-based valuation models used to value equity, debt, and other illiquid securities for financial reporting, tax, and transaction-related purposes. • Review, understand, and synthesize client-provided materials such as financial data, operating agreements, transaction documents, company presentations, and other essential documents. • Assist in drafting client presentations and reports, preparing supporting tables, charts, and exhibits that communicate findings. • Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses. • Conduct research on industry trends, market conditions, and company-specific issues that will help client analyses. • Work closely with internal team members and clients on multiple engagements to ensure alignment on objectives. • Update the project manager on progress toward completion, client-provided information gaps, analytical challenges, and key assumptions. • Effectively prioritize tasks across multiple, simultaneous engagements, ensuring tight deadlines are consistently met without compromising quality. • Adapt to shifting priorities and manage competing demands by maintaining organized workflows, anticipating bottlenecks, and proactively communicating progress with team members and clients.

🎯 Requirements

• Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics. • MBA preferred; CFA, or other relevant professional designation viewed favorably. • 1-2 years of relevant work experience in performing valuations for financial reporting or tax purposes. • Strong verbal and written communication skills, with the ability to convey complex financial concepts in a clear and engaging way. • Proficiency in Microsoft Excel, Word, and PowerPoint is required. Experience with financial databases like S&P Capital IQ, Pitchbook, or Bloomberg is a plus. • Demonstrated ability to prioritize tasks, manage simultaneous engagements, and work independently in a fast-paced environment. • A keen eye for detail, particularly in reviewing financial and legal documents.

🏖️ Benefits

• Bonuses

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