Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Driven analytical professional with financial expertise in financial modeling, equity research, and valuation.

  • Financial Modeling
  • Valuation
  • Financial Statement Analysis
  • Discounted Cash Flow Analysis
  • Guideline Public Company Analysis
  • Equity Research
  • Industry Analysis
  • Advanced Business Writing Skills
  • Quantitative market and sector research
  • Financial Market Technician

Promoted from Analyst to Associate at Pluris Valuation Advisors

Vice President of Accounting Students Association

Cum Laude Graduate

10/2012 to Current Valuation Associate Cb Richard Ellis | Longview, TX,
  • 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 to 10/2012 Valuation Associate Cb Richard Ellis | Olive Branch, MS,
  • 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.
June to 08/2009 BDO Seidman, Assurance Intern | Lenexa, KS,
  • 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 to 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 to 06/2009 Adp | 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.
Expected in August 2010 Bachelor of Science | Finance W. P. Carey School of Business at Arizona State , Tempe, AZ GPA:
Expected in Bachelor of Science | Accountancy , , GPA:

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  • W. P. Carey School of Business at Arizona State

Job Titles Held:

  • Valuation Associate
  • Valuation Associate
  • BDO Seidman, Assurance Intern
  • Vice President


  • Bachelor of Science
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