Compensation: Competitive compensation package depending on experience, including bonus and upside perks
San Diego, CA | Portland, OR | Seattle, WA | Dallas-Fort Worth, TX | Salt Lake, UT
Job Description
One of the West Coast’s top boutique valuation firms, Vantage Point Advisors, is seeking Associates. The Associate will participate in the rapid expansion of our business valuation practice. Our valuation and advisory team performs valuations of business entities, intellectual property, intangible assets, common and preferred stock, ESOPs, and multiple derivative products and complex securities. Their essential duties and responsibilities include:
- Support Vice Presidents/Directors/Managing Directors in performing valuation analysis on a wide array of public and private entities within various sectors using accepted valuation approaches and theory
- Construct valuation financial models using Income, Market, and Cost approaches along with option pricing analyses, among other methodologies and valuation techniques
- Develop the analysis presentation via report writing and aggregating of research
- Assumes responsibility for quality control and accuracy of client deliverables
- Executes multiple valuation and advisory engagements simultaneously
- Engages and leads client conversations and meetings on lower risk engagements without manager/director support
- Remain up to date on current business and economic developments, trends and standards relevant to business valuation issues
- Contribute to the development of proposals, publications, and other business development initiatives communicated to current and prospective clients
- Leads, trains, and coaches analysts and other associates within the team
The candidate will be working directly with C-level executives, board members, investors and other experienced professionals including accountants and attorneys. As the company continues to grow, the candidate’s input will be essential on matters such as hiring new staff, production flow and other important operational needs. Employees at Vantage Point Advisors enjoy autonomy, the opportunity for personal and professional development, and direct daily interaction with the senior team and clients.
We are looking for professionals interested in business valuation as a career. Candidates should have two to four years of prior related work experience. The company has provided a full spectrum of corporate valuation services to thousands of clients to date, with a particular focus on emerging growth and middle market companies. The firm’s valuation services include:
- Financial Reporting (ASC 805, ASC 350, ASC 820)
- Common Stock Valuation (IRC 409A & ASC 718)
- Fairness / Solvency Opinions
- Buy/Sell Side Transaction Analysis
- Litigation Related Expert Opinions
- Estate and Gift Tax Planning & Reporting
- Employee Stock Ownership Plans (ESOPs) & ERISA Advisory
- Portfolio Valuations and Complex Security Analysis
- Bankruptcy and Restructuring Disputes
- Intellectual Property Litigation and Advisory
- Shareholder and Transaction Disputes
- Family Law and Marital Dissolution
Qualifications and Requirements
- Experience within the valuation group of a Big Four, leading national accounting or valuation firm, or reputable regional independent valuation firm.
- At least 2-4 years of prior work experience in Finance or Accounting, most preferably in Business Valuation
- Certifications / Licensing / Credentials including CFA, ASA, CPA, CVA and/or ABV preferred.
- Strong academic record with an emphasis in business or mathematics (Finance, Accounting, Economics, etc.) as evidenced by outstanding grades and other extra-curricular activities
- Self-motivated and entrepreneurial team player able to work with minimal supervision in a fast-paced and dynamic work environment
- Detail-oriented and dedicated to a high quality work product
- Intellectually curious and strong interpersonal work ethic
- Ability to lead a team of analysts
- Excellent written and oral communication skills with the ability to directly interact with clients
- Advanced knowledge of Microsoft Office suite, especially Microsoft Excel, Microsoft Word, and Microsoft PowerPoint
Our Company
Based in San Diego (with offices in Portland, Seattle, and Dallas-Fort Worth), Vantage Point Advisors is a rapidly growing business valuation advisory firm recognized for its integrity and ability to execute. Our objective is to deliver responsive, high-quality business valuation, litigation support, and financial advisory services to a diverse and demanding client base. The candidate will play an essential role in the growth and continuous development of the firm.
Compensation & Benefits
- Competitive compensation package depending on experience, including bonus and upside perks
- Comprehensive medical and dental benefits
- Life and disability insurance
- Retirement Plan
- Bonus Eligibility
- Relocation Package