Senior Valuation Analyst – ESOP
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Job Description
Senior Analyst supporting ESOP valuations, transaction opinions, and advisory engagements. Building financial models and reports for private-company ownership transitions.
Responsibilities:
- Support valuation and transaction opinion engagements in Adamy’s ESOP practice
- Contribute to other valuation practices as needed
- Perform technical financial analysis and valuation modeling
- Conduct business and market research
- Write valuation reports and translate complex financial information into clear conclusions
- Support annual ESOP valuations and ESOP implementation, follow-on, releveraging, and termination transactions
- Contribute to select ESOP advisory engagements
- Critically assess valuation assumptions and investigate key issues
- Produce accurate, detailed, well-organized financial models
- Prepare clear, comprehensive valuation reports aligned with client needs and compliance standards
- Prepare for and participate in client meetings
- Manage multiple projects, deadlines, resources, budgets, and scope
- Communicate proactively with internal and external teams
- Meet billable hour targets while maintaining high-quality deliverables
- Solve complex valuation challenges using advanced technical skills
- Collaborate with colleagues and mentor less experienced analysts
- Pursue professional development and contribute to practice growth
Requirements:
- Bachelor’s degree in finance, accounting, economics, or a related field
- At least 1–3 years of experience in a relevant field such as business valuation, investment banking, or a closely-related client service role
- Prior valuation experience with ESOPs required
- Strong technical, analytical, and critical thinking skills
- Ability to interpret data and apply sound judgment when direction is limited
- Excellent written and verbal communication skills
- Strong attention to detail and high standard for accuracy and completeness
- Ability to manage multiple projects and meet deadlines in a fast-paced environment
- Ability to thrive in a growth-oriented, innovative environment and embrace feedback
- Professional presence and collaborative attitude
- Ability to work independently and in team settings
- Willingness to travel nationwide as needed
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint
Benefits:
- Contribution-based bonus program
- Summer half-day Fridays
- Paid continuing education
- Credentialing support (ABV, ASA, and others)
- Mentorship from experienced professionals
- Health insurance
- Dental insurance
- 401(k) matching
- Paid parental leave
- Flexible, collaborative, team-first work environment
- Competitive bonus structure
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