Summer 2028 Business Valuation Associate - BPB Conversion
The Summer 2028 Business Valuation Associate at Confidential Client supports valuation engagements involving businesses, equity interests, assets, and complex financial instruments. The role involves developing valuation models, conducting financial and industry research, preparing client-ready reports, and collaborating with clients and teams to deliver business-focused valuation solutions. This position is suited for analytical professionals interested in building a career in business valuation within a leading advisory firm.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Overview
Confidential Client is hiring for a Business Valuation / Valuation Associate role to support a growing Valuation practice in Boca Raton, FL. This role focuses on valuation analyses for financial reporting, tax, transaction, and advisory purposes. You will work with engagement teams to build valuation models, analyze financial statements, perform industry and market research, and prepare client-ready deliverables.
This posting follows standard U.S. hiring laws. Candidates must be authorized to work in the United States without employer-sponsored visa sponsorship now or in the future.
What You’ll Do
- Support development of valuation analyses and client-ready reports for financial reporting, tax compliance, transactions, and advisory assignments
- Perform valuations of business enterprises, equity interests, assets, and liabilities
- Build and maintain valuation models using income (DCF), market, and asset-based approaches
- Analyze financial statements, historical performance, budgets/forecasts, and other financial and operational data
- Conduct industry, market, economic, and company-specific research to support valuation conclusions
- Assist with valuation of complex financial instruments and ownership interests (embedded derivatives, contingent consideration, intangible assets, complex ownership structures)
- Collaborate with clients and engagement teams to gather, organize, and evaluate required information
- Prepare clear, well-documented valuation workpapers and contribute to final reports and deliverables
- Support research on valuation methodologies, market data, and technical accounting/financial reporting considerations
- Help enhance the Valuation practice’s processes, tools, and best practices
Qualifications
- Bachelor’s degree in finance, accounting, economics, or a closely related field required
- Outstanding academic performance preferred (GPA 3.0+)
- Relevant internship or work experience in valuation, accounting, finance, or advisory services preferred
- CFA, ASA, CVA, or ABV candidacy is a plus
- Strong quantitative and financial modeling skills (DCF, comparables, asset approaches)
- Excellent written and verbal communication skills; able to present findings clearly
- Ability to work effectively in teams and interact with client personnel across levels and industries
- Willingness to travel as needed for client engagements
- A resume is required as part of the application
- Candidates must be authorized to work in the U.S. without employer-sponsored visa sponsorship, now or in the future
- Must have a current offer with Confidential Client (BPB conversion) — this role supports a conversion process
Compensation & Location
- Location: Boca Raton, FL (on-site / client-based as required — discuss work-location specifics with the recruiter)
- Employment type: Full-time, Permanent
- Florida pay range: $68,400 to $84,600 (actual compensation influenced by skills, experience, qualifications, certifications, and work arrangement)
- Travel: May require travel for client projects
- Benefits: Confidential Client offers a comprehensive compensation and benefits package to eligible employees
Why Apply via Careertakes
Careertakes is a third-party recruiting platform helping match candidates to this role. Applicants may receive access to other matched opportunities via Careertakes. Our process follows federal and state hiring laws; reasonable accommodations are available for applicants with disabilities.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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