Inventory Valuation Senior Associate

LCG Advisors

  • Tampa, FL
  • 30+ days ago

    Highlights

    Serve as the key point of contact for clients over the course of the business valuation engagement (manage receipt of financial documents, respond to questions as necessary, deliver finalized valuation report). Associate is responsible for executing and delivering challenging valuation engagements by participating in projects frominitial proposal preparation through project completion.

    Numbers & Facts

    LocationTampa, FL

    Description

    Location: Open

    LCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services.

    The Inventory Valuation Sr. Associate is responsible for executing and delivering challenging valuation engagements by participating in projects frominitial proposal preparation through project completion.

    Business Valuation is a rapidly growing division within LCG Advisors which was created to respond to the unprecedented need for business valuation services in the market. The demand for business valuation trained professionals is exploding and will continue to grow exponentially over the next 10-20 years.

    Primary Responsibilities:

    Develop dynamic Excel-based valuation models for detailed inventory analysis

    Perform valuation assessments under orderly liquidation scenarios

    Conduct thorough inventory reconciliations, sales, gross margin, and expense analyses across multiple industries

    Support inventory appraisals to assist in asset- based lending (ABL) facility evaluations

    Collaborate with senior leaders and internal ABL team to understand requirements, process flow, and core valuation drivers

    Contribute to the expansion of the firm's valuation offerings specifically within the inventory appraisal

    Serve as the key point of contact for clients over the course of the business valuation engagement (manage receipt of financial documents, respond to questions as necessary, deliver finalized valuation report)

    Participate in business development activities as interested (conferences, networking events)

    Work on projects with division Director as needed

    Qualifications & Experience:

    Bachelors degree in Accounting, Economics or Finance, required

    3+ years of inventory valuation experience, required

    Professional designation (e.g., ASA, CFA, CPA, ABV), preferred

    Machinery & equipment valuation experience, preferred

    Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word, required

    Understanding of economics, financial theory and/or principles of accounting, required

    Excellent written and verbal communication skills

    Superior analytical and research skills

    Solid organizational skills, especially the ability to meet project deadlines with a focus on details

    Ability to successfully "multi-task" while working independently or within a group environment

    Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously

    Ability to successfully interact with professionals at all levels

    Physical Requirements:

    Prolonged periods sitting at a desk and working on a computer.

    Must be able to lift up to 15 pounds at times.

    Flexibility for travel (up to 20 %)

    Salary Range:

    $60,000 - $90,000 base with bonus opportunity

    Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN. For additional information on LCG's total rewards, visit our website at https://lcgadvisors.com/careers/. LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

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