Job Description

Job Description

Job Description

Description:

As Corrigan Krause’s Business Valuation Analyst, you will oversee and lead business valuation and consulting engagements and maintain strong relationships, both external and internal. You will play a pivotal role in guiding the valuation and consulting process for business succession, transactions, acquisitions, estate planning, and similar opportunities. This position requires a deep understanding of financial analysis, business valuation methods, and the management of multiple engagements simultaneously. Additionally, this role has the potential to lead to director-level leadership, offering opportunities for growth, increased responsibilities, and strategic involvement within the firm.

This position is primarily located in Westlake, Ohio, with a combination of in-office requirements, travel to client locations and other Corrigan Krause offices (Mayfield/Medina), and some remote work as determined by the needs of the role and the firm.

Essential Functions:

• Oversee engagements and assist with business succession, planning and transactions, business acquisitions and sales, estate and gift planning, shareholder planning and various other consulting projects
• Serve as a primary point of contact for key clients, developing and maintaining strong relationships while ensuring client satisfaction and aligning services with their needs, including end deliverables (presentations, analysis packets, written reports, etc.)
• Perform and analyze industry and company research, including a deep understanding of CK and its service lines
• Analyze financial statements and prepare questions for client discussion
• Create and oversee detailed financial models, valuation analysis and methods
• Lead or participate in special projects, including firm-wide initiatives, industry presentations, and other opportunities that contribute to business growth

• Bachelor’s degree in accounting, finance, or economics
• 2-4 years experience in business valuation or related field
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• CVA designation or similar is preferred and/or CPA preferred
• Supervisory experience preferred, including mentoring, training, and overseeing staff on engagements
• Experience managing valuation engagements in a fast-paced, interactive environment
• Proficiency in Excel and Microsoft Office software is mandatory; experience with valuation software resources and QuickBooks is preferred
• Previous responsibilities with financial statements and/or tax preparation/review is a plus
• Excellent communicator verbally and written
• Well-organized and detail-oriented
• Ability to take and pass a background check

Why You Should Consider Corrigan Krause

For the past 35 years, Corrigan Krause has been deeply committed to continuous growth and investing in our employees' development and success. At CK, our employees enjoy both a competitive and rewarding compensation and benefits package. Our team is one of our main priorities where we emphasize both professional and personal growth opportunities and a close-knit culture. Some of our other perks include:

• Hybrid work schedule
• Mentorship & career development
• Professional denim dress-code policy
• 401k w/ company contribution
• Several paid holidays
• Much more!

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Starting compensation typically falls between $75,000–$100,000, with room for growth based on performance.

People are at the core of everything we do at Corrigan Krause. We welcome all people and are against all forms of discrimination.

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