Senior Associate, Valuation Services

04 ago - Bardi
Experteer Italy

Experteer OverviewIn this role you help clients meet complex financial reporting and tax requirements through advanced valuation expertise and industry knowledge.
You will work within a team that tracks regulatory changes and contributes to valuation standards, delivering clear analyses and trusted client guidance.
You'll engage with clients to gather data, analyze financials, apply valuation approaches, and present findings, while mentoring junior staff.
This is a client-facing, impact-driven position at a global leader empowering cross-functional collaboration.
Key ResponsibilitiesPerform valuation analyses for private and public clients
Understand the client's business model and strategy
Interview clients to gather engagement data
Analyze financial statements and business plans
Select and apply appropriate valuation approaches
Prepare and present valuation results clearly and persuasively




Supervise and mentor junior staff on analyses and reports
Build client relationships and act as primary contact
Draft proposals, presentations and publications for clients
QualificationsBachelor in Finance
Master in Finance/Accounting/Business Administration or MBA (optional)
Strong computer proficiency with Microsoft xysqume Word and Excel
Strong analytical, critical thinking and problem-solving skills
Ability to learn new tasks and industries quickly
Demonstrated leadership and integrity
Ability to prioritize, manage multiple assignments, and work in a team
Commitment to outstanding results
Excellent written and verbal communication and experience working with diverse teams
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