Senior Valuation Analyst – ESOP

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $85k - $125k / year

⏰ Full Time

🟠 Senior

🧐 Analyst

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Adamy Valuation

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1979

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Adamy Valuation is a company providing expert, independent business valuation services to a diverse range of clients across various industries since 1979. They offer services including ESOP (Employee Stock Ownership Plans), estate planning, financial reporting, tax reporting, and dispute and forensic advisory. The firm serves top attorneys, CPAs, CEOs, and CFOs, assisting with corporate planning, equity incentive plans, and litigation services. Adamy Valuation is known for its comprehensive transaction opinions, charitable giving advice, and a strong emphasis on corporate standards and fiduciary care. They are dedicated to solving complex financial problems for their clients while maintaining the highest standards of excellence and care.

📋 Description

• Support valuation and transaction opinion engagements in Adamy’s ESOP practice • Contribute to other valuation practices as needed • Perform technical financial analysis and valuation modeling • Conduct business and market research • Write valuation reports and translate complex financial information into clear conclusions • Support annual ESOP valuations and ESOP implementation, follow-on, releveraging, and termination transactions • Contribute to select ESOP advisory engagements • Critically assess valuation assumptions and investigate key issues • Produce accurate, detailed, well-organized financial models • Prepare clear, comprehensive valuation reports aligned with client needs and compliance standards • Prepare for and participate in client meetings • Manage multiple projects, deadlines, resources, budgets, and scope • Communicate proactively with internal and external teams • Meet billable hour targets while maintaining high-quality deliverables • Solve complex valuation challenges using advanced technical skills • Collaborate with colleagues and mentor less experienced analysts • Pursue professional development and contribute to practice growth

🎯 Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field • At least 1–3 years of experience in a relevant field such as business valuation, investment banking, or a closely-related client service role • Prior valuation experience with ESOPs required • Strong technical, analytical, and critical thinking skills • Ability to interpret data and apply sound judgment when direction is limited • Excellent written and verbal communication skills • Strong attention to detail and high standard for accuracy and completeness • Ability to manage multiple projects and meet deadlines in a fast-paced environment • Ability to thrive in a growth-oriented, innovative environment and embrace feedback • Professional presence and collaborative attitude • Ability to work independently and in team settings • Willingness to travel nationwide as needed • Advanced proficiency in Microsoft Excel, Word, and PowerPoint

🏖️ Benefits

• Contribution-based bonus program • Summer half-day Fridays • Paid continuing education • Credentialing support (ABV, ASA, and others) • Mentorship from experienced professionals • Health insurance • Dental insurance • 401(k) matching • Paid parental leave • Flexible, collaborative, team-first work environment • Competitive bonus structure

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