Analyst, Valuation Services

Job Description:

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence  – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Position Summary:

The Analyst is involved in all facets of KSM’s valuation practice. The Analyst will work directly with managers, directors and partners, for a broad-based experience in financial analysis, company and industry research, modeling, and valuation of companies and equity securities.  The Analyst will also gain exposure to a wide variety of industries.

Responsibilities:

• Gathering information for projects from KSM applications (i.e. DMS, Engagement)

• Initial financial analysis and modeling for use by project lead 

• Company and industry research 

• Preparation of initial draft of valuation reports 

• Proficiency as primary user of valuation data resources, both online and hardcopy subscriptions

• Maintenance / oversight of workflow applications

Requirements/Qualifications:

• Bachelor’s degree in accounting or finance required

• 2-4 years of experience in finance or accounting preferred

• Business valuation experience is a plus 

• Working toward business valuation designation (ABV) or CPA preferred

• Strong analytical, comprehension, and problem-solving skills, as well as strong verbal and written communication skills

• Highly proficient with Microsoft Word & Excel

• Proficient with online research

• Ability to perform several tasks concurrently with ease and professionalism

• Ability to work with multiple supervisors concurrently with ease and professionalism

• Ability to perform in a flexible, deadline-oriented environment

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. 

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.