BUSINESS VALUATION ASSOCIATE
What is your Purpose? Associate will actively work in the expansion for Vantage Point Advisors’ client and internal growth by working directly with Vice Presidents, Directors, and Managing Directors as they support in performing valuation analysis for both public and private entities in various industries. In collaboration with other team members, you will contribute to the development of business valuation analyses, valuation reports and external proposals to VPA clients.
What will you impact? Associate will impact clients and their deliverables using their problem solving and analytical skills. Associate will also be a part of the team that will contribute to the development of internal processes, hiring and growth-focused operational needs.
Experience & Requirements
- At least 2-4 years of prior work experience in Finance or Accounting, ideally Business Valuation
- Bachelor’s Degree with an emphasis in Business or Mathematics (Finance, Accounting, Economics, etc.)
- Advanced knowledge of Microsoft Office suite, especially Microsoft Excel, Microsoft Word, and Microsoft PowerPoint
Company Culture & Values
- Strong boutique firm with opportunity to learn and work directly with Executive team
- Highest level of customer service and work product to clients
- Education and growth-based environment
- 2021 Valuation Firm of the Year, awarded by M&A Advisor
- For our team, we are create the “Building blocks” in a person’s finance career; valuing corporate entities is the foundation for all things finance.
- Entrepreneurial spirit woven into the company culture
Success Factors & Indicators
- Self-motivated and entrepreneurial team player able to work with minimal supervision in a dynamic work environment
- Easily and quickly adapt from an autonomous work style to a collaboration workflow
- Detail-oriented and dedicated to a high-quality work product
- Intellectually curious and strong interpersonal work ethic
- Excellent written and oral communication skills with the ability to directly interact with clients
- Ability to manage time efficiently and meet internal and external deadline
Company Perks
- Medical (80% paid by employer), Dental and Vision
- Generous Paid Time off
- Paid Company Holidays
- Disability and Life Insurance
- 401K with company matching
- Life Insurance
- Company Paid Parental Leave
- Bonus Eligibility and Commission agreement available at certain mid-level positions (VP, etc.)
- Relocation Package (if applicable)
- Education and/or Professional Certification Reimbursement
Vantage Point Advisors is a rapidly growing corporate valuations advisory firm headquartered in San Diego, CA with offices in Los Angeles, New York, Portland, Seattle, and Dallas-Fort Worth. Vantage Point Advisors’ team of highly trained professionals are committed to excellence in their profession and delivering responsive, high quality corporate valuation, litigation support, and financial advisory services to a diverse set of industry leaders.