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Job Title: Business Valuation Senior Analyst
Reports To: Business Valuation Principal
Division / Department: Business Valuation
Exemption Status: Exempt
Supports as needed: Business Valuation Principals, Senior Manager, Manager, and Senior Associate
Location: In office (at any AGP office location) or hybrid (office/remote) or fully remote
Job Type: Full-time
Apple Growth Partners (AGP), a regional Certified Public Accounting firm, has been providing expert consultation to clients for 80 years. We serve clients in multiple states Virtually or from our offices in Akron, OH or Beachwood, OH.
AGP consists of professional services individuals focused in the areas of strategic business advisory, tax, audit & assurance, and business valuation experts. Our firm is unique in that we are whole heartedly committed to taking care of our people, our clients, and our communities through authenticity, exceptional service, and taking care of each other. In taking care of each other, we provide excellent benefits and empower our employees to be self-aware, accountable and do their best work.
We are looking to expand the team in our Business Valuation and Litigation Consulting practice. We are seeking talented individuals with experience in financial modeling/business valuations and forensic accounting. The Business Valuation Senior Analyst supports the entire Business Valuation team in determining the value of a business or company. The Business Valuation Senior Analyst also assists the Business Valuation team in the calculation of economic damages, asset tracing, forensic accounting procedures and other detailed financial analysis. The team produces detailed reports that are used in litigation matters, divorce proceedings, ESOPS, business sales, estate planning and other matters.
Our nationally recognized experts have collective experience of 80 years in business valuation, ESOP feasibility and valuation, litigation consulting, expert testimony and financial modeling. You will be joining a team that speaks regularly at national association conferences, publishes e-books
and articles on valuation topics and serves in leadership positions for various associations, including: NACVA, American Society of Appraisers, The ESOP Association and Ohio Employee Ownership Center.
Essential Tasks and Responsibilities
The essential functions for this role includes, but is not limited to:
- Completes client fieldwork relating to business valuation engagements including economic and industry research, financial statement analysis, and guideline company searches.
- Produces high-quality financial analysis and narrative reports
- Maintains effective client relationships
- Takes ownership of projects and move those projects to a successful conclusion
- Research intermediate/complex valuation and accounting topics
- Mentors Analysts and Interns
Knowledge, Skills, and Abilities
- Experience in financial modeling including building models in MS Excel
- Excellent analytical, communication, organizational, interpersonal and team skills
- In-depth understanding of financial statements and financial statement analysis
- Strong understanding of financial theory and general accounting issues
- Strong written communication skills
- High degree of personal ethics and integrity
Summary Education and Experience Required
- Bachelor’s Degree in Finance or Accounting
- 2+ years of relevant experience
- Preferred certifications (obtained or to be pursued): ABV, ASA, AVA, CFA, CVA
AGP is an equal opportunity, affirmative action employer providing equal employment opportunities
to applicants and employees without regard to race, color, religion, age, sex, sexual orientation,
gender identity/expression, national origin, protected veteran status, disability status, or any
other legally protected basis, including arrest and conviction records, in accordance with
Work Authorization/Security Clearance (if applicable);
The Akron, OH AGP office is our headquarter location and this position would thrive in an environment amongst their peers and colleagues. A hybrid or in office work location is preferred however, this position is eligible for our work from anywhere environment which allows individuals in this role to determine where they work best.
The employee regularly must be able to complete the following activities during his/her job: walking, talking, typing, hearing within normal ranges, and repetitive motion.
Sedentary Work – Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Involves sitting most of the time.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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