Valuation Associate Resume Example
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VALUATION ASSOCIATE
Summary
Driven analytical professional with financial expertise in financial modeling, equity research, and valuation.
Highlights
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Accomplishments
Promoted from Analyst to Associate at Pluris Valuation Advisors
Vice President of Accounting Students Association
Cum Laude Graduate
Experience
10/2012 - Current
Company Name － City, StateValuation Associate
- Valuation of private equity funds, hedge funds, real estate limited partnerships, business enterprises for estate and gift tax purposes.
- Analyze complex industry and company data in the valuation of business enterprises.
- Communicate with existing clients to obtain client projections, forecasts, and financials to derive and conclude on value.
- Create extensive valuation reports, financial models, and analysis to present to clients and senior executives.
06/2011 - 10/2012
Company Name － City, StateValuation Associate
- Consult with public and private clients for valuations of business enterprises, intangible assets, intellectual property, and financial instruments for a wide variety of clients including but not limited to Bed Bath & Beyond, IBM, and Pearson Inc.
- Utilize valuation methodology including the income, market, and asset approach to assist clients in mergers and acquisition planning, financial reporting, tax compliance, and managerial planning.
- Analyze comprehensive company and industry analysis to make analytical determinations on input assumptions that drive value.
- Internally supports the firm's research requests from other offices through Bloomberg and Capital IQ.
06/2009 - 08/2009
City, StateBDO Seidman, Assurance Intern
- Audited on AMERCO's 1st quarter review engagement through the reconciliation of cash, TRAC leases, and deferred revenue by using detailed documentation and a concentration to GAAP.
- Maintained client relationships and spoke with key client personnel to gain understanding of the business, accounting processes, and functions.
- Enthusiastically proposed new business development and presented a pitch to a potential client with the goal of obtaining new business for the firm.
06/2008 - 06/2009
Vice President
- Lead meetings and events by collaborating with accounting firms, organizations, officers, and members to establish a successful program schedule.
- Energetically led recruiting initiative to obtain new members and succeeded in recruiting over 100 members for the fall semester.
- Used digital imaging software to design the creation of a retractable vertical banner.
03/2008 - 06/2009
Company Name － City, State
- Provided guidance and companionship to an 11 year old child by planning monthly activities and engaging in relationship building and development.
- Encouraged academic and personal success strategies through open discussion, communication, and positive reinforcement.
- Deloitte Touche Tohmatsu and United Way, Participant, Biloxi, MS March 2008 Alternative Spring Break Community Service Program.
Education
August 2010
W. P. Carey School of Business at Arizona State City, StateBachelor of Science: Finance
Bachelor of Science: Accountancy
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Resume Overview
School Attended
- W. P. Carey School of Business at Arizona State
Job Titles Held:
- Valuation Associate
- BDO Seidman, Assurance Intern
- Vice President
Degrees
- Bachelor of Science : Finance
Bachelor of Science : Accountancy
