Job Description

Job Description

Job Description

Application Process:

• Interested candidates should submit a resume and cover letter outlining their qualifications and experience to Peter Clarke at peterclarke@baldwinclarke.com. Salary is Negotiable.

Position Summary:

T he Business Valuation Analyst will be responsible for conducting comprehensive valuations of privately held businesses. This role involves analyzing business operations, financial statements, market conditions, and industry trends to provide accurate and insightful valuation reports. The analyst will perform a variety of valuation types, including but not limited to:

· Formal credentialed valuations for estate planning, gift and stock transfers, Federal estate tax reporting, equity compensation plans, ESOPs, etc.

· Non-credentialed strategic analysis and calculation reports for sale and business combination planning, succession and shareholder planning, shareholder buyout and dispute resolution, and general management planning.

The ideal candidate will possess strong analytical skills, attention to detail, and the ability to communicate complex financial information effectively.

Responsibilities and Duties :

· Prepare comprehensive valuation reports and presentations for clients and stakeholders

· Conduct detailed financial analysis and modeling to determine the value of privately held businesses and assets

· Analyze market data, industry trends, and economic conditions to support valuation conclusions

· Collaborate with BCCF management and personnel to develop and refine valuation methodologies, systems and processes.

· Maintain up-to-date knowledge of valuation standards, regulations, and best practices.

· Participate in client meetings and presentations to facilitate engagement deliverables and to explain valuation findings and methodologies

· Support business development efforts by preparing proposals and participating in client pitches

· Assist with research, preparation and analytics to support BCCF M&A advisory services

· Maintain compliance with applicable valuation certifications

Required Skills and Abilities:

· Strong proficiency in financial modeling and valuation techniques.

· Knowledge of various valuation approaches (income, market, and asset-based).

· Familiarity with industry-specific valuation issues and trends.

· Excellent analytical, problem-solving, and critical thinking skills

· Strong written, listening and verbal communication skills

· Strong knowledge of MS Office suite, including Word, Excel and PowerPoint programs

· Familiarity with collaborative communication software, such as MS Teams and Zoom

· Experience with valuation software and databases (e.g., Capital IQ, BVR)

· Ability to work independently and as part of a team

· High attention to detail and accuracy.

· Strong organizational and attention to detail

· Excellent time management

· Effective sales, presentation and customer service skills

· Professional attitude and demeanor

· Ability to multitask in a fast paced, client-oriented environment

Marketing/Networking:

· Participation and support with lead generation activities

· Recruit and solicit clients and engagement opportunities

Education and Experience:

· Bachelor's degree in Finance, Accounting, Economics, or a related field preferred.

· Advanced degree (MBA, MS) preferred.

· Professional appraisal certification required (ASA or CVA)

· 3 - 5 years’ experience in financial services

Working Conditions:

· Office environment with occasional travel to client sites.

· Hybrid work from home considered

· Ability to work under tight deadlines and manage multiple projects simultaneously.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

.

BaldwinClarke is a boutique financial services firm that for 50+ years has been providing wealth management, investment banking, and insurance planning services to individuals, entrepreneurs, companies, and nonprofits. This is an extraordinary opportunity to join BaldwinClarke’s Corporate Finance department and be a key team member.

Company Description

BaldwinClarke is a boutique financial services firm that for 50+ years has been providing wealth management, investment banking, and insurance planning services to individuals, entrepreneurs, companies, and nonprofits. This is an extraordinary opportunity to join BaldwinClarke’s Corporate Finance department and be a key team member.

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