Business Valuation Analyst - Hybrid - Sansiveri, Kimball & Co., LLP

Business Valuation Analyst – Hybrid

Would you like to experience a challenging career at a firm that has been named one of the 2024 Top Accounting Firms nationally by Accounting Today and one of the Best Places to Work in RI by PBN (Providence Business News) because of their outstanding workplace culture? That firm is Sansiveri, Kimball & Co., LLP (Sansiveri) and we are seeking a Business Valuation Analyst to join our team.

So, what does a Business Valuation Analyst at Sansiveri do?

As a Forensic and Valuation Services (FVS) team member, you will be responsible for conducting business valuations and performing forensic engagement work across multiple industries. This position requires strong analytical skills, proficiency in financial modeling, and the ability to interpret complex financial data.

Key Responsibilities:

Conduct comprehensive business valuations using various methodologies, including discounted cash flow (DCF), market multiples, and asset-based approaches.
Prepare detailed valuation reports and presentations for internal stakeholders, clients,
attorneys, and others.
Analyze financial statements, projections, and market data to assist in the determination
of the value of businesses.
Collaborate with other departments to gather necessary information and ensure accurate
and timely completion of valuation assignments.
Monitor market trends and stay up to date with industry developments to provide relevant
insights.
Assist in the preparation of financial models and forecasts to support the valuation of
businesses.

Qualifications:

Bachelor’s Degree in Accounting (preferred), Finance, Economics, or a related field;
advanced degree (MBA, MS) and/or professional certifications (CPA, CVA, ABV, CFF,
etc.) are preferred but not required.
Minimum two years of experience in business valuation, financial analysis, or a related
field.
Strong understanding of valuation methodologies and financial modeling techniques.
Proficiency in financial software, databases, and tools such as Excel, Word, and financial
transaction databases.
Excellent analytical, problem–solving, and critical thinking skills.
Strong written and verbal communication skills, with the ability to present complex
information clearly and concisely.
Attention to detail and a high level of accuracy in all work.
Ability to work independently and collaboratively in a fast–paced environment.
Strong organizational and time–management skills, with the ability to prioritize and
manage multiple tasks simultaneously.

What Sansiveri Offers:

Highly professional and employee friendly workplace.
Competitive salary.
Comprehensive health, dental, and vision insurance plan options.
Retirement savings plan with company matching contributions.
Professional development opportunities and support for obtaining relevant certifications.
Generous paid time off.
Flexible and hybrid work arrangements after an initial onboarding/training period.

Firm Overview

Since 1975, Sansiveri has been providing audit, accounting, forensic, financial planning,
valuation, tax, strategic planning, and business counsel to businesses and their management
teams throughout Southeastern New England. Learn more by visiting www.sansiveri.com.

To apply, qualified candidates should send their resumes to hr@sansiveri.com.

THE PERKS
THE BENEFITS

It’s in our nature to grow from within and do whatever possible to nurture and retain the best of the best.

Paid Holidays

Paid PTO

Half-Day Fridays

Wellness Programs

Tuition Assistance

CPA Exam Bonus

We take care of our people by providing a comprehensive compensation package.

Health Insurance – Sansiveri offers a choice of comprehensive medical and prescription drug plans available to eligible employees on the first day of the month following their date of hire.
Dental Insurance – Sansiveri contributes toward voluntary dental coverage available to employees on the first day of the month following their date of hire.
401(k) Retirement Savings Plan – Our plan, managed by Fidelity Investments, offers you the opportunity to save toward your retirement on both a pre-tax and post-tax (ROTH) basis, as well as a discretionary company match contribution.
Flexible Benefits Plan (Section 125) – Employees can contribute pre-tax earnings toward health premiums, health care related costs, and dependent care costs, through payroll deduction.
Half-day Fridays – Sansiveri offers summer hours on Fridays (8:30 a.m. – 12:30 p.m.) beginning on the first Friday after Memorial Day and ending on the Friday before Labor Day
Tuition Assistance – We offer tuition assistance to employees who are obtaining the credits needed to meet the 150 hours required for CPA certification or working towards an MST. Our professionals may also receive assistance in obtaining a certification/designation in a specialized area after their completion of the CPA exam.
Direct Deposit – Employees may elect to use direct deposit for their semi-monthly paychecks.
Group Life Insurance – Sansiveri provides life insurance to employees at no cost. This coverage begins the first day of the month following their date of hire.
Group Long Term Disability Insurance – Sansiveri provides long term disability insurance to employees who work at least 20 hours per week at no cost. This coverage begins the first of the month following four months of employment.
Paid Time Off (PTO) – Full-time employees are eligible for PTO, which begins accruing on a monthly basis on the first day of employment.
Holidays – Full-time employees enjoy 11 paid holidays a year, which are announced by partners at the beginning of each new calendar year.
CPA Exam Policy – Our professionals receive paid time-off to take the CPA exam. In addition, employees are eligible for assistance towards the purchase of review packages for the CPA exam, paid study time (as workload permits), and at the completion of the CPA exam.
Client Lead Program – Sansiveri will pay a bonus to employees for expected recurring services, which have resulted from a newly cultivated referral source. Under this program, an employee will receive 10% of amounts billed and collected for the first year services and 5% for the second year services where they have provided a lead for acquiring a new client for the firm.
Aflac – Employees have the option of purchasing from a selection of individually owned policies that are designed to help employees manage the out-of-pocket expenses associated with medical care.
Wellness Initiative – Employees have the opportunity to participate in health & wellness incentives including 5K runs, yoga, healthy foods, flu shot clinics, Fitbit incentives and challenges, and more.