Note: The job is a remote job and is open to candidates in USA. Your Legacy Partners is a specialized advisory firm helping business owners with valuations, acquisitions, ownership transitions, compensation structures, and exit planning. The company is seeking a Valuation Associate / Financial Analyst to analyze and value privately held businesses, primarily wealth management firms and financial advisory practices, while independently managing multiple engagements and producing accurate, review-ready analyses.
Responsibilities
- Analyze financial statements, tax returns, and supporting documents; reconcile information and investigate inconsistencies
- Normalize earnings by evaluating owner compensation, nonrecurring expenses, related-party transactions, and other adjustments
- Build financial models, projections, discounted cash flow analyses, and scenarios using well-supported assumptions
- Analyze valuation multiples, discount rates, and other factors to develop defensible valuation conclusions
- Manage approximately 10 concurrent engagements, including information requests, follow-ups, deadlines, and deliverables
- Produce accurate, thoroughly checked, review-ready work
Skills
- You have a strong understanding of financial statements, particularly P&Ls, profitability, and cash flow
- Advanced Excel skills, including building, modifying, and auditing financial models
- Exceptional attention to detail and a commitment to accuracy
- Strong analytical judgment and the initiative to investigate discrepancies and challenge unsupported assumptions
- The organization and communication skills to independently manage multiple projects
- A genuine interest in becoming an exceptional valuation professional
- Generally 2+ years in business valuation, financial analysis, accounting, transaction advisory, investment banking, corporate finance, or a similarly analytical role
- Financial advisors with substantial financial analysis and modeling experience are also encouraged to apply
- A strong educational foundation in finance, accounting, economics, or a related field is expected
- Candidates must hold the Certified Valuation Analyst (CVA) designation or be willing to begin pursuing it promptly
- Experience with private-company valuations, EBITDA normalization, DCF modeling, and valuation multiples is desirable
- Experience in the wealth management industry is a plus, but not required
Benefits
- We will support professional development, with a target of completion in approximately six months, subject to eligibility and credentialing requirements.
- Fully remote and open to candidates throughout the United States.
- You'll work directly with experienced professionals on meaningful client engagements, with opportunities to develop your analytical judgment and take on increasing responsibility.
- As you demonstrate strong performance, you may gain exposure to M&A transactions, acquisition modeling, private equity-backed buyers, strategic consulting, and ownership transitions.
Company Overview