Senior Valuation Associate Resume Sample

5.0
1 vote
Kaden Collier
9056 Liam Rapid,  Boston, MA
+1 (555) 195 5028

Work Experience


Senior Associate, Valuation Services
05/2016 - PRESENT
Boston, MA
  • Contribute thought leadership in practice area
  • Provide fair value expertise and trusted advice
  • Develop valuation and litigation support analysis and reporting for engagements
  • Enhance and improve effectiveness of business processes, financial models, and reports
  • Use a statistical software package such as STATA, SAS, or Splus to perform data management and data analysis tasks
  • Perform valuation of intangible and tangible assets for financial and tax reporting purposes
  • Review agreements, loan documents, and market research in order to capture salient points to be used for financial modeling purposes
  • Experience with data analysis and management of large volumes of data, financial analysis, and valuation calculations
  • Solid data management and analytical skills
Valuation Services Senior Associate
10/2009 - 12/2015
Boston, MA
  • Strong analytical and problem solving skills, as well as strong verbal and written communication skills
  • Oversee the analysis and quality control projects for influential companies throughout the world
  • Responsible for preparing complex strategic reports outlining data pertinent to engagement, market research, company valuations, and analysis of strategic and financial alternatives to assist clients in anticipating and adapting to increased market competition
  • Excellent knowledge in financial modeling with Excel for discounted cash-flow analysis, pricing of derivative and other financial instruments
  • Proficiency in spoken and written English and Chinese (Fluency in Mandarin is essential)
  • A team player, hard-working and with excellent communication and interpersonal skill
  • Travelling to other cities in China and other Asian Pacific countries could be required
  • Candidates with less experience could be considered for Analyst positions
  • Analysis of different fiscal, operational and partnership strategies
Business Valuation Senior Associate
01/2005 - 09/2009
Boston, MA
  • Experience in Big 4 or investment banking or equivalent, having been focused in valuation, due diligence or restructuring
  • Strong analytical, comprehension and problem solving skills, as well as strong verbal and written communication skills
  • Master new tasks and industries quickly
  • Demonstrated leadership experience and strong personal integrity
  • Commitment to obtaining outstanding results
  • Coordinate with team and management regarding client expectations concerning project deliverables and deadlines

Education


Lindenwood University - Belleville Campus
1999 - 2004
Bachelor's Degree in Finance

Professional Skills


  • Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent
  • Relevant experience, including financial analysis, modeling and valuation experience
  • Prior experience working with mining company and reserves analysis
  • Experience working on the valuation team of a global public accounting (Big 4) or consulting firm
  • Experience preparing and reviewing valuations for financial reporting, tax and litigation purposes
  • Experience conducting valuations for tax planning purposes
  • Experience in constructing and reviewing valuation models and other financial models

How to write Senior Valuation Associate Resume

Senior Valuation Associate role is responsible for analytical, finance, teamwork, litigation, credit, securities, security, reporting, research, modeling.
To write great resume for senior valuation associate job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Senior Valuation Associate Resume

The section contact information is important in your senior valuation associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Senior Valuation Associate Resume

The section work experience is an essential part of your senior valuation associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous senior valuation associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular senior valuation associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Senior Valuation Associate resume experience can include:

  • Modeling experience with Intex as well as a familiarity with other relevant market data applications, including Bloomberg is essential
  • Specific experience in valuations modelling within an infrastructure focussed environment
  • Some experiences in valuation is advantageous but not mandatory. Fresh graduates are welcome
  • Experience with the Energy/Oil & Gas sectors mandatory
  • Basic knowledge/experience in asset valuation is an advantage
  • Excellent French and English required

Education on a Senior Valuation Associate Resume

Make sure to make education a priority on your senior valuation associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior valuation associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Senior Valuation Associate Resume

When listing skills on your senior valuation associate resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical senior valuation associate skills:

  • Effectively write and communicate engagement reports and deliverables to client management
  • A team player with demonstrated leadership experience
  • Experience in financial analysis or valuation with international accounting firms/consulting firms
  • Demonstrates intermediate or higher spreadsheet understanding
  • Valuation, Due Diligence, and Risk Management experience
  • Business valuation experience (Preferably from a global or national firm environment)

List of Typical Skills For a Senior Valuation Associate Resume

1

Skills For Senior Associate, Valuation Services Resume

  • Two (2) to five (5) years of real estate valuation experience required
  • Two (2) to five (5) years of valuation experience required
  • Undertaking accounting and insurance capital asset valuation, using direct, standard and normal costing techniques with consistency and accuracy
  • Preparing pitch decks and completing the required internal Duff & Phelps approval process
  • Investigating and developing analyses to estimate the cost and value for tangible assets
  • Undertaking and managing fixed asset inventories for buildings, machinery and equipment, infrastructure, land, and land improvements
2

Skills For Valuation Services Senior Associate Resume

  • Liaising with clients to understand fixed asset accounting treatment
  • Addressing to all the client and/or auditor queries regarding the valuation of the subject property/assets
  • Ongoing analysis related to restructuring and litigation engagements
  • Initiating preliminary discussion with clients to understand their requirements in detail
  • Delivering accurate, supportable and unbiased valuation conclusions
  • Drafting written reports to communicate our analytical findings to clients
  • Visiting client facilities to inspect and gather technical information about the real property and/or machinery and equipment assets
3

Skills For Valuation & Business Analytics Senior Associate Resume

  • Working individually and/or on multi-person project teams
  • Traveling is required for the position
  • Researching target industries, with a focus on the power, utility, oil and gas markets, as well as competitor information
  • Assist with the budgeting of engagements
  • Assists and provides guidance to peers and junior-level team members in the development of project plans and timelines for deliverables
  • Prepare detailed financial models in MS Excel and compose technical reports
  • Work independently in an entrepreneurial work environment
4

Skills For Senior Associate, Valuation Resume

  • Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions
  • Considerable experience with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: purchase price allocations, intangible assets, discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives, impairment testing
  • Financial valuation experience
  • Demonstrated ability to work independently to interface with client management, gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
  • Accurately inspect and assess properties
5

Skills For Business Valuation Senior Associate Resume

  • Perform real property appraisal reviews
  • Develop appropriate real property valuation reports
  • Composes narrative real property appraisal reports in support of valuation analyses
  • Ensures quality controls are adhered in association with all work deliverables
  • Heavy overtime work periodically throughout the year
  • Proficient MS Excel and Word abilities
  • Ability and willingness to handle additional hours and travel as needed to comply with client requests
6

Skills For Senior Associate‚ Valuation Services Resume

  • Between 2-5 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and intangible asset models
  • Proficiency in spoken and written English and Chinese. Fluency in Mandarin is essential
  • Performing valuation analysis on a wide range of public and private entities, focusing on the power and energy industry while using accepted and relevant approaches and theory
  • Technical, operational and financial analysis of the energy sector, and O&G in particular
  • Lead teams and perform several tasks at a time
  • Experience in Big 4 or investment banking or in O&G consultancy companies, having been focused in valuation, due diligence or restructuring, or consultancy services
7

Skills For Senior Business Valuation Associate Resume

  • Between 2-5 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and recapitalization plans
  • Specific experience in valuations modelling within a natural resource focused environment
  • Performing valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theories
  • Working with financial models for discounted cash flow, market multiples, market transactions and option pricing analyses
  • Preparing and presenting the results of the analysis in a clear and concise manner
  • Drafting proposals, presentations and publications communicated to current and prospective clients
  • Working on the valuation of complex financial instruments (banks loans, private debt instruments, options and other derivative instruments)
8

Skills For Senior Associate, Business Valuation Resume

  • Computer proficiency and ability to maximise applications such as Microsoft Excel and PowerPoint
  • Performing valuation analysis on a wide range of public and private entities within the banking and asset management sector using accepted and relevant approaches and theories
  • Assist with the delivery of valuation services related to a variety of complex financial instruments
  • Critically review model functionality, evaluate and document the methodology employed, assumptions used, and conclusions reached
  • Effectively articulate valuation concepts to institutional clients consisting of hedge funds, private equity, pensions and endowments, and financial institutions

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