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, Consultancy.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

As a Valuation Fall Analyst (entry-level) you will join the valuation team supporting client engagements and internal projects. Typical responsibilities include:

• Perform detailed financial analysis and valuation of assets, projects, and investments
• Build and maintain robust Excel valuation models and templates
• Research industry trends, market data, and economic drivers to inform valuation assumptions
• Prepare clear, client-ready valuation reports, slide decks, and supporting schedules
• Collect, clean, and organize financial and operational data for model inputs
• Coordinate engagement deliverables and timelines with team members and management
• Respond to internal and client requests promptly and professionally
• Ensure deliverables comply with industry standards and regulatory requirements
• Identify technical issues, analyze facts, and support management with data-driven recommendations
• Use common finance and valuation software alongside advanced Excel

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Qualifications

Required

• Bachelor’s degree in accounting, finance, economics, or a related field
• 0–2 years of relevant experience (or significant academic project experience)
• Strong Excel skills, including modeling and working with large datasets
• Clear written and verbal communication; ability to prepare client-facing materials
• Detail-oriented with strong analytical and problem-solving skills

Preferred

• Cumulative GPA of 3.0 or higher
• Willingness to pursue professional credentials after hire (e.g., Certified Valuation Analyst, CFA, CVA, Certified Financial Modeling & Valuation Analyst, CPA with ABV)

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Compensation & Benefits

• Good-faith salary range for Manhattan, NY: $70,000 — $81,000 per year (range reflects experience, skills, and credentials)
• Competitive, role-tailored compensation and benefits package, which may include:
  • Group health, dental, and vision insurance
  • 401(k) retirement plan
  • Generous paid time off
  • Professional development support and credentialing assistance

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Work Environment & Additional Details

• Location: Manhattan, NY (on-site, professional office environment)
• Employment type: Full-time
• Supervisory responsibilities: None at hire
• Physical demands: Prolonged sitting and computer-based work; occasional lifting up to 15 lbs
• Travel: Some travel to client sites may be required during engagements

Please note: this job description is not exhaustive. Duties, responsibilities, and activities may change with business needs.

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About Our Client

Confidential client is a professional services firm operating in the Consultancy industry that provides audit, tax, consulting, and advisory services to middle-market clients. The team takes a collaborative, solutions-oriented approach and participates in an international network to deliver comprehensive, industry-informed advice.

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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.