Valuation Professional - Top Tampa CPA Firm

As a Valuation Professional, you will conduct comprehensive financial analyses and valuations of businesses across various industries, utilizing advanced financial modeling techniques to determine a company's value, primarily for purposes like mergers and acquisitions, estate planning, litigation support, and shareholder disputes. You will assist in the coordination and management of valuation projects, prepare detailed reports, present findings to clients, and stay abreast of industry trends and regulatory changes to ensure accurate valuation assessments. 

Duties & Responsibilities

• Perform in-depth analysis of financial statements, cash flows, and other relevant data to build complex financial models for valuation purposes, including discounted cash flow (DCF) analysis, comparable company analysis, and precedent transaction analysis.
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  Assist in the development of detailed valuation reports outlining methodology, key assumptions, and conclusions, including supporting documentation and data analysis to justify the valuation.
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  Participate in client meetings to gather information, discuss valuation methodologies, present findings, and address any concerns regarding the valuation process.
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  Conduct thorough market research to identify industry trends, competitor analysis, and relevant economic factors impacting valuation.
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  Participate in due diligence processes for mergers and acquisitions, reviewing financial data and providing valuation insights to support transaction structuring.
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  Assist with legal proceedings by preparing valuation reports and providing expert testimony when required.
  Stay updated on relevant accounting standards, valuation concepts, and industry best practices to ensure compliance.
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  Participate in new business development activities including involvement in relevant industry and professional associations and development and maintenance of client and referral source relationships.

Minimum Qualifications

• Bachelor's degree (with an emphasis in finance, economics, mathematics, or accounting preferred).
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  Minimum of 5+ years professional experience in business valuation or a related field.
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  Advanced knowledge of business valuation theory, economics, and principles of financial accounting.
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  Strong analytical skills to interpret financial statements, identify key financial metrics, and assess business performance.
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  Outstanding writing, quantitative, and communication skills are required.
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  Proficiency in Microsoft Office (Excel, PowerPoint, Word) required.
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  Must be eligible to work in the U.S., without employer sponsorship, at the time of hire and in the future.

Preferred Qualifications

CFA, CPA, ASA, ABV, or other similar professional designations.
Experience with Excel modeling preferred.
Experience with Crystal Ball, CaseWare and/or Suralink a plus.
 

Benefits

-Office located in exciting and growing downtown area of Tampa, FL.
-Hybrid work schedule
-Competitive salary with bonus.
-Paid CPE, CPA Study course and bonus for passing CPA exam.
-Robust PTO and holiday schedule.
-100% Employer paid health, long-term disability and short-term disability insurances.
-401K Safe Harbor, Profit Sharing and access to a host of other voluntary benefits
-Paid Parking for all employees.

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.