Analyze company financial statements, including income statements, balance sheets, cash flow statements, and supporting schedules

Review historical financial performance, trends, margins, working capital, debt, and profitability

Assist in normalizing financial statements by identifying unusual, non-recurring, or discretionary items

Research industries, market trends, economic factors, competitors, and comparable companies

Perform database research using financial and market data sources to support valuation conclusions

Support valuation analyses for privately held and public companies, including equity analysis and company-specific risk considerations

Assist with the preparation of valuation models, schedules, charts, and supporting exhibits

Help draft valuation reports, including company background, industry overview, financial analysis, and valuation methodology sections

Gather and organize due diligence materials from clients, public sources, and third-party databases

Review client-provided information for completeness, consistency, and reasonableness

Prepare presentation materials and written work product for review by senior team members

Work with senior professionals to refine assumptions, support conclusions, and ensure reports are accurate and well-documented

Manage multiple projects and deadlines in a fast-paced professional services environment

Communicate professionally with internal team members, clients, executives, attorneys, CPAs, and other advisors as needed