Analyst, Business Valuation - Valuation Advisory
Stout
Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: As an Analyst within Stout’s Business Valuation practice, you will support valuation and financial advisory engagements for tax, transaction, corporate planning, and dispute-related purposes. You will work with senior professionals to analyze businesses, ownership interests, financial instruments, and other assets across a broad range of industries.
Your work will support clients including privately held and public companies, private equity and hedge funds, law firms, accounting firms, and high-net-worth individuals.
Develop valuation analyses that support tax planning, transactions, corporate reorganizations, and litigation matters.
Perform company, industry, market, and financial research to support valuation conclusions.
Prepare financial models, reports, and exhibits for complex client engagements.
Work with senior professionals to evaluate ownership interests, securities, and other financial assets.
Perform business enterprise and equity interest valuations using accepted income, market, and asset-based approaches.
Develop discounted cash flow, guideline public company, precedent transaction, and other valuation analyses.
Support engagements involving estate and gift taxation, income tax requirements, buy-sell agreements, mergers and acquisitions, corporate reorganizations, and recapitalizations.
Assist with employee stock ownership plan, fairness opinion, solvency opinion, and other transaction-related assignments.
Analyze valuation discounts associated with family limited partnerships, limited liability companies, restricted stock, blockage, and undivided interests.
Support valuations of promissory notes, private equity interests, hedge fund interests, and other complex financial instruments.
Assist with analyses related to C corporation to S corporation conversions and other tax-related matters.
Review financial statements, forecasts, tax returns, transaction documents, partnership agreements, and other relevant records.
Conduct company, industry, economic, and market research across sectors such as manufacturing, distribution, consumer products, retail, food and beverage, automotive, real estate, media and entertainment, engineering, and construction.
Maintain clear documentation of assumptions, methodologies, data sources, and analytical procedures.
Support multiple engagements while meeting client, regulatory, and transaction deadlines.
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
0–3 years of experience in business valuation or a related professional services field.
Understanding of business valuation methods and financial modeling concepts.
Ability to analyze financial statements, forecasts, tax returns, and other financial information.
Advanced proficiency in Microsoft Excel and working knowledge of Word and PowerPoint.
Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.
Connect financial analysis with the business, tax, transaction, or legal purpose of each engagement.
Manage competing priorities while maintaining work product quality.
Deliver Relentless Excellence® through careful analysis, responsiveness, and consistent execution.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. This role is also anticipated to be eligible to participate in an annual bonus plan.
Reference: WJ-4487_22517382