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Valuation Analyst

Richardson, Texas

Full-time

$50,000 with opportunity for Bonus Compensation

Level

Mid-level

Position Type

Full-time

Education

Bachelor's (Preferred)

Travel Percentage

Some travel to branch sites

Job Shift

Day

Job Category

Financial Analyst

About Generational Equity

Generational Equity, LLC is a Dallas-based Mergers and Acquisitions firm that works with Middle Market business owners who are contemplating a sale of their company or seeking M&A opportunities. Generational Equity was awarded Investment Banking Firm of the Year in 2016, 2017, and 2018, and Valuation Firm of the Year in 2015. For ten years running Thomson Reuters has ranked Generational Equity as the No. 1 M&A Advisory service for small cap businesses. The firm has successfully closed on over $4 billion of middle market deals.

Role Summary

The Analyst will support the Senior Associate on a wide variety of business valuation and consulting engagements in a range of industries. They will perform industry and market analysis, reflect all client interaction in the CRM, data entry, and assist as needed with client deliverables. The ability to quickly grasp key concepts and pay attention to detail is essential.

Essential Functions and Responsibilities

  • Perform Company, Industry and Market/Economic research
  • Key in financials, tax returns and other operational data of companies into spreadsheets
  • Update CRM as needed

Skills and Experience

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field is required
  • Must be detail oriented with strong organizational and analytical skills
  • Must have advanced knowledge of Microsoft Office (emphasis on Word and Excel)
  • A high degree of professionalism and excellent Communication skills (both verbal and written) is required
  • Demonstrates strong initiative and ability to manage multiple projects as well as proficient follow through skills
  • Ability to complete projects timely and accurately is critical

Candidates may apply online at www.generational.com

Job Type:  Full-time

Salary:  $50,000

Education:  Bachelor's (Preferred)