Business Valuation Analyst

Greenstein, Rogoff, Olsen & Co., LLP is seeking a full-time business valuation analyst. This individual will directly support the business valuation team by managing and performing business valuation engagements. Types of valuation engagements include Stock Options (123R and 409A), Employee Stock Ownership Plans (ESOPs), Family Limited Partnerships (FLPs), Buy-Sell Agreements, Estate & Gift Taxes, Charitable Contributions, Marital Dissolutions, Mergers & Acquisitions and Transactions.

Responsibilities Include

• Working with clients to obtain the necessary information/data
• Analyzing the information/data received
• Determining the appropriate projections
• Assessing business risk
• Preparing drafts for client review
• Discussing results with clients
• Preparing written reports
• Supervising and mentoring staff
• Assisting in business development efforts

Qualifications / Requirements

• 5+ years business valuation or financial analyst experience
• Certification Required
• Working knowledge of basic valuation methodologies such as Capitalizing, Discounting, Market Comparisons, Restated Net Worth, etc.
• Familiarity with various governing bodies, as they relate to valuation, such as IRS, DOL, SEC, USPAP, AICPA, ASA, NACVA, etc.
• Strong analytical and problem solving skills
• Strong written & verbal communication skills
• Excellent working knowledge of Excel and Word
• Strong interpersonal skills to effectively interact with clients, peers, and other contacts
• Ability to work independently and as part of a team
• Bachelors degree in finance, accounting or related field

About Our Company

Established in 1964, Greenstein, Rogoff, Olsen & Co., LLP consistently ranks as one of the top accounting firms in the San Francisco Bay Area with offices in Fremont, Palo Alto and San Francisco. Primary services include income tax planning, income tax preparation, strategic business consulting, business valuations, bill paying, estate planning, estate administration, trustee services and financial statement preparation. We are an Equal Opportunity Employer with a strong commitment to supporting and retaining a diverse and talented workforce.

We thank all who express interest in this opportunity; however only those selected for an interview will be contacted.

Next Steps

Interested candidates are urged to email their resume to Grant Jackson.