JOB SUMMARY:

The Valuation & Capital Market Analysis Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of the Valuation & Business Analytics group. In this role, the Valuation & Business Analytics Associate will work within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from experienced staff and management members. The Associate will be involved in all stages of client management including construction of valuation modeling, completion of industry and client research and analysis of financial statements.

JOB DUTIES:

• Performs company, industry, and economic research

• Performs benchmark analyses and assists with analytical tasks and projects

• Analyzes financial statements

• Constructs valuation models

• Assesses operational profitability and financial conditions

• Develops and reviews cash flow forecasts

• Navigates public company databases and filings

• Documents and ensures quality control of work product for assigned clients

• Composes appropriate narrative reports to support valuation analyses

• Develops exhibits and memos to illustrate complex issue

• Assists with project preparation and delivery

• Participates in external and internal client meetings

• Other duties as required

SUPERVISORY RESPONSIBILITIES:

• N/A

QUALIFICATIONS, KNOWLEDGE, SKILLS AND ABILITIES:

EDUCATION:

• Bachelor’s degree in Business Administration, Economics, Finance, or Engineering, required; OR an MBA degree, required

EXPERIENCE:

• Prior experience (internship or work study) in valuation, corporate finance, or accounting environment, highly preferred

LICENSE/CERTIFICATIONS:

• CPA / CFA / AM / ASA or other certification, preferred

SOFTWARE:

• Proficient in the use of Microsoft Office Suite, specifically Excel, required

LANGUAGE:

• N/A

OTHER KNOWLEDGE, SKILLS & ABILITIES:

• Excellent verbal and written communication skills

• Superior analytical skills with the ability to deconstruct complex issues

• Intermediate or higher spreadsheet understanding and computer adaptability

• Ability to analyze and organize high volumes of data

• Solid organizational skills especially ability to meet project deadlines with a focus on details

• Ability to successfully multi-task while working independently or within a group environment

• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously

• Ability to successfully interact with professionals at all levels

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range: $55,000 - $100,000

New York City/ Valhalla Range: $55,000 - $100,000

Washington Range: $55,000 - $100,000

Our purpose is helping people thrive, every day. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.