Rea

Senior Analyst

Rea

full-time

Posted on:

Location Type: Hybrid

Location: Dublin • Ohio • United States

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Job Level

Senior

About the role

  • Spearhead in-depth financial analysis and modeling to facilitate the valuation of diverse businesses and assets
  • Take charge of intricate valuation techniques, such as capitalization of earnings, public company analysis, discounted cash flow analysis, and other advanced methodologies
  • Produce detailed and comprehensive valuation reports, presenting findings and insights to clients in a clear and concise manner
  • Provide expert-level insights and recommendations based on valuation outcomes
  • Establish and maintain strong client relationships, including conducting high-level management interviews to obtain a holistic understanding of their businesses
  • Collaborate effectively with cross-functional teams, contributing senior-level expertise to enhance overall engagement outcomes
  • Bring advanced knowledge and experience to transaction-related valuations, ESOPs, and estate & gift planning valuations
  • Provide guidance and mentorship to junior analysts and interns, fostering skill development and knowledge enhancement within the valuation team
  • Share industry best practices and keep the team informed about emerging trends in business valuation
  • Utilize strong networking skills to cultivate and maintain relationships with clients, resulting in successful engagement acquisition and closure
  • Conduct site-visits and assist junior team members with completing ride-alongs

Requirements

  • Bachelor’s degree in Finance or Accounting
  • Minimum of 5-10 years of relevant experience in business valuation
  • Progress toward or attainment of professional designations such as CFA, ABV, ASA, CVA is preferred
  • Demonstrated track record of extensive experience in financial analysis and valuation modeling
  • In-depth knowledge of a broad spectrum of valuation techniques and methodologies
  • Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and understandable manner
  • Ability to conduct high-level management interviews, extracting pertinent information to enhance valuation processes
  • Proven experience in building and maintaining client relationships at a senior level
Benefits
  • **Rea **offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
  • - Health Care Plan (Medical, Dental & Vision)
  • - Retirement Plan (401k with 3% contribution)
  • - Life Insurance (Basic, Voluntary & AD&D)
  • - Family Leave (Maternity, Paternity)
  • - Short Term & Long Term Disability
  • - Training & Development
  • - 'Work From Anywhere' Option
  • - Wellness Resources
  • - Four (4) weeks PTO
  • - Twelve (12) paid holidays, of which three (3) are floating holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisvaluation modelingcapitalization of earningspublic company analysisdiscounted cash flow analysisvaluation techniquestransaction-related valuationsESOPsestate planninggift planning
Soft Skills
client relationship managementcommunication skillsmentorshipnetworking skillscollaborationleadershipanalytical thinkingpresentation skillsinterviewing skillsteam development
Certifications
CFAABVASACVA