Citrin Cooperman

Portfolio Valuation Analyst (50136)

Citrin Cooperman  •  $60k - $90k/yr  •  Philadelphia, PA (Onsite)  •  4 months ago
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Job Description

Job Location: Philadelphia, PA 19103
Position Type: Full Time / Experienced Level
Salary Range: $60,000.00 - $90,000.00 Salary
Job Category: Advisory - Valuation & Forensic ServicesCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for a Portfolio Valuation Analyst to join our Advisory Department. As an Analyst you will be responsible for:
Responsibilities:
- Performing valuation analysis on a wide range of public and private entities across industries
- Designing and working with financial models for discounted cash flow, market multiple, market transaction
- Independently gathering data pertinent to the engagement through direct client interaction
- Assisting in preparing and presenting the results of our analysis in a clear and concise manner
- Contributing directly to the development of proposals, presentations and publications communicated to current and prospective clients
- Performing in-depth client, industry, market, and competitor research

Qualifications
- B.A./B.S./B.B.A./Master’s in finance, accounting, business, or applied economics
- Have 0-2 years recent experience
- Have strong Microsoft Excel and Microsoft Word skills
- Have strong time management and organizational skills
- Be a self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills
- Have completed course work in accounting, finance and/or economics
- Have strong qualitative and quantitative research and analytical abilities (applicants with prior valuation internships or full-time valuation roles will be given preferential consideration)
- Have a fundamental understanding of financial valuation and lost profits theory, methodologies, and applications
- Have excellent verbal and written communication skills
- Be able to demonstrate an ability to work cooperatively with team members and have exceptional work ethic
Citrin Cooperman

About Citrin Cooperman

Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979 our daily mission has been to help middle-market companies and high net worth individuals find success in their business and personal financial lives through our proactive guidance, specialized services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,300 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more about Citrin Cooperman at citrincooperman.com.

"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

Industry
Consulting & Advisory
Company Size
1,001-5,000 employees
Headquarters
New York
Year Founded
1979
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