Trenwith Group, LLC Financial Services

Careers
Senior Associate/Vice President (Valuations)

Trenwith Valuation, LLC provides clients with top-quality, defensible valuations of business enterprises, equity, debt and derivative securities and intangible assets for a wide variety of objectives, from merger and acquisition activity and strategic consulting to issuing comprehensive reports to support taxation issues and litigation. We work with business owners, attorneys, lenders and other advisors to address a full range of business requirements. Our Valuation professionals have a wide range of skills and experience and include Chartered Financial Analysts, Accredited Senior Members of the American Society of Appraisers, and Certified Public Accountants.

Responsibilities include execution and delivery of complex valuation engagements- participating in all facets of projects from proposal preparation to presentation/defense of final analyses.

Key Responsibilities

  • Performing company, industry and economic research.
  • Analyzing financial statements including Income Statement, Balance Sheet, and Statement of Cash Flows.
  • Constructing financial models.
  • Assessing operational profitability and financial condition
  • Analyzing business and strategic plans.
  • Developing cash flow forecasts.
  • Navigating public company databases
  • Performing benchmark analysis
  • Writing narrative reports to support analysis
  • Ensuring quality control over work product.

Requisite Qualifications

  • 3-5 years valuation experience
  • B.S./MBA in Finance/Accounting/Economics preferred
  • Strong spreadsheet and computer skills
  • Entrepreneurial and independent work habits
  • Superior writing and oral communication skills
  • Accreditations that may include ASA, CFA, and/or CPA designation (or senior candidate)
  • Interest in mentoring and training staff associates

Please forward your resume to recruiting@trenwith.com