We are seeking a Valuation Analyst to join our Specialized Advisory Services Team! This position is located in our Minneapolis office. In this role you will be responsible for working with a variety of clients across a broad spectrum of industries, across the firm's markets. You will be involved with various phases of valuation and also will support litigation assignments, which includes gathering data, performing economic and industry research, financial modeling and analysis and report writing. In addition, responsibilities will include maintaining and organizing project files and data.
As a member of this team you will:
Create customized financial models or work with pre-prepared templates for valuation and litigation assignments
Prepare historical financial statement summaries and perform financial statement and comparable company financial analysis
Modify and update valuation and other templates as needed
Collect appropriate data from internal and external sources, including clients, in order to perform the valuation or litigation
Perform research on economic, industry, and market trends impacting the specific entity being analyzed
Review, analyze and interpret data from a variety of secondary sources, including S&P Capital IQ and government and other publicly available websites.
Perform and maintain appropriate and professional client contact with CEOs, presidents, COOs, CFOs, controllers, accounting and finance teams, and legal counsel; including attending and participating in management interviews, other client or client preparation meetings. Provide timely and succinct project status updates.
Prepare written valuation and litigation reports for clients documenting entity specific information, economic and industry research, financial analysis, and summarizing methods, assumptions, and conclusions
Continually interact with peers and leaders to gather and prepare information and to develop hypotheses and opinions
Understand and adopt departmental or Firm standards for financial models and reports
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.