Description

Stout’s Valuation Advisory professionals help clients gain confidence by bringing clarity to the most complex valuation matters.  As one of the largest independent valuation practices in the country, we provide specialized experience across a broad spectrum of industries, asset classes and geographies.

Associates will work on a variety of assignments, including the valuation of private debt and equity portfolios, complex securities and various strategic initiatives supporting Stout’s expansion objectives. This professional will manage a team of professionals responsible for production of valuation analysis and servicing client relationships.

What You’ll Do:

• Core Valuation Skills Needed: ASC 805 Purchase Price Allocation; ASC 350/360 Goodwill Impairment; IRC 409a stock-based compensation; ASC 718 expense reporting; and possibly complex securities experience
• Performing corporate, fund and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, purchase price allocations, goodwill impairment testing, stock option analysis, illiquid debt investments
• Preparing written valuation reports for client presentation
• Developing client interaction and participating in due diligence meetings
• Provide valuation services for management planning and resolving shareholder disputes
• Conducting and overseeing company, industry, and economic research
• Analyzing general economic conditions and industry specific conditions and trends
• Deliver comprehensive valuation services to address financial, tax, and regulatory needs for investment funds and individual companies

What You Bring:

• Minimum 3 years of experience in business valuation. The preferred candidate will have prior experience in purchase price allocations, impairment testing and other financial reporting related assignments, estate and gift tax valuation, transaction opinions, and corporate tax valuations
• A bachelor’s degree in finance, accounting, financial engineering, mathematics, or another quantitative field is required
• Strong knowledge of key financial models and valuation methodologies
• Professional designations such as CFA, ASA, CPA, or CEIV are preferred
• Proficient in valuation approach related to private debt, equity, asset-based finance and other complex financial instruments
• Intermediate/advanced understanding of economics, financial theory and/or principles of accounting
• Excellent verbal and written communication skills
• Proficient computer skills (Excel, Word, and PowerPoint). Knowledge of Python and/or Tableau / Power Bi is a plus.
• Relationship-focused with clients, peers, management, etc.
• Excels in a team-oriented work environment with a positive and enthusiastic attitude
• Shows creativity in problem solving
• Professional presence and detail-oriented
• Self-motivated with a strong work ethic and entrepreneurial mindset

How You’ll Thrive:

• Cultivate a positive, team-oriented approach that fosters collaboration and shared success
• Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations
• Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work
• Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes
• Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders
• Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making
• Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies
• Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results
   

Requirements

• Minimum 3 years of experience in business valuation. The preferred candidate will have prior experience in purchase price allocations, impairment testing and other financial reporting related assignments, estate and gift tax valuation, transaction opinions, and corporate tax valuations
• A bachelor’s degree in finance, accounting, financial engineering, mathematics, or another quantitative field is required
• Strong knowledge of key financial models and valuation methodologies
• Professional designations such as CFA, ASA, CPA, or CEIV are preferred
• Proficient in valuation approach related to private debt, equity, asset-based finance and other complex financial instruments
• Intermediate/advanced understanding of economics, financial theory and/or principles of accounting
• Excellent verbal and written communication skills
• Proficient computer skills (Excel, Word, and PowerPoint). Knowledge of Python and/or Tableau / Power Bi is a plus.
• Relationship-focused with clients, peers, management, etc.
• Excels in a team-oriented work environment with a positive and enthusiastic attitude
• Shows creativity in problem solving
• Professional presence and detail-oriented
• Self-motivated with a strong work ethic and entrepreneurial mindset