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Truity Partners · 1 month ago

Senior Valuation Analyst

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Truity Partners is a full-service valuation and financial advisory practice with over 30 years of experience. The Senior Valuation Analyst will provide valuation and financial analysis services for closely held businesses and complex financial assets, while managing client engagements and supporting legal teams.

Human ResourcesRecruitingStaffing Agency

Growth Opportunities

Responsibilities

Conduct business valuations for divorce, estate and gift tax, shareholder disputes, transaction advisory, and related purposes

Apply appropriate valuation methodologies, including Income, Market, and Asset-based approaches

Prepare formal written valuation reports in compliance with professional standards (USPAP, AICPA SSVS No. 1)

Assist legal teams with financial discovery, document review, and analysis

Develop and review financial affidavits, income and asset tracings, and expert reports

Provide deposition and trial support, including preparation of exhibits and expert opinions, and serve as an expert witness or support lead experts in court proceedings

Conduct client interviews to gather financial data and clarify objectives, translating complex information into clear insights for clients and legal professionals

Stay current on tax laws, case law, and valuation standards affecting divorce, estate, and gift tax matters

Conduct research and prepare memoranda on complex valuation and economic issues

Manage multiple client engagements, deadlines, and deliverables, including supervision of junior staff or coordination with outsourced analysts as needed

Qualification

Business valuation experienceFinancial modeling skillsValuation methodologiesAdvanced ExcelWritten communication skillsCourt testimony experienceAnalytical capabilitiesValuation databasesVerbal communication skills

Required

Bachelor's degree in Accounting, Finance, Economics, or a related field

3–5 years of business valuation experience, with demonstrable work in: divorce litigation support, estate and gift tax valuations, litigation services and/or transaction advisory services

Strong analytical, modeling, and report-writing capabilities

Advanced Excel and financial modeling skills

Familiarity with valuation databases and research tools

Excellent written and verbal communication skills