Valuation Analyst

Job Type

Full-time

Description

At Aldrich, we're not just growing; we're thriving, innovating, and expanding. As we continue to build upon our robust suite of services, we are excited to invite an enthusiastic and detail-oriented Valuation Analyst to join our growing Valuation Services team. This entry-level position offers a unique opportunity to dive deep into the financial landscapes of diverse industries, supported by a culture that values continuous learning, collaborative success, and professional development.

As a Valuation Analyst at Aldrich, you will play a pivotal role in enhancing our client servicing capabilities. Your work will involve preparing detailed valuation reports, ensuring compliance with the latest financial and industry-specific regulatory standards, and supporting both our internal teams and external advisors. This role is not just about crunching numbers; it's about being part of a team that influences critical business decisions through meticulous analysis and strategic insights.

If you are looking to kickstart your career with a forward-thinking organization that is committed to your growth and success, Aldrich is your destination. Embrace the chance to make a significant impact while working alongside seasoned professionals in a supportive and vibrant environment.

Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.

Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.

Check out more about Aldrich at https://aldrichadvisors.com/.

Requirements

• Prepare comprehensive valuation reports that detail the analysis conducted, the methodologies used, and the conclusions reached
• Ensure all valuation activities comply with relevant valuation, financial, and industry-specific regulatory requirements, including financial reporting standards and M&A regulations, as applicable
• Assist internal teams and external advisors with gathering of necessary data
• Draft and participate in the presentation of marketing / new business pitches, valuation analyses and management presentations
• Develop target lists for potential clients and strategic partners
• Conduct in-depth industry research and trend analysis
• Perform financial modeling and valuation analysis
• Present valuation findings and recommendations to internal and external clients

• Strong analytical and problem-solving skills as well as financial modeling skills
• Understanding of basic accounting and financial concepts
• Strong project management experience
• Possess strong attention to detail
• Desire to improve processes and efficiency
• Ability to utilize technology to improve efficiency
• Bachelor's degree from an accredited college/university with an emphasis in finance, economics, business, or a related field
• Strong Microsoft Office skills
• Strong writing and presentation skills
• Proven ability to work independently and meet strict deadlines
• Experience with DCF financial modeling

Preferred:

• 1+ years valuation, transaction advisory execution experience, or comparable experience, e.g. Quality of Earnings, Big Four Audit, Corporate Development, sell-side M&A
• Has or willing to obtain a valuation credential (CVA, ABV, or ASA)

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $70,000 - $100,000.

For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/ .

This is a full-time position and will be required to be onsite several days a week.

Submit your resume. A brief cover letter is optional and appreciated.