Position: Valuation Analyst 
Type: Direct Hire 

Position Overview
A Coaching and Consulting Firm in the Financial space is seeking a highly analytical and detail-oriented Valuation Analyst to support the growing valuation and advisory practice serving wealth management firms nationwide. This role will focus on conducting business valuations for RIAs, wealth management firms, and financial advisory businesses in support of mergers and acquisitions, succession planning, internal equity transfers, enterprise value growth strategies, and other strategic business decisions.
The ideal candidate combines strong valuation acumen, advanced Excel modeling capabilities, intellectual curiosity, and the ability to synthesize complex financial and
 
The position is a full-time one. The position and work are to be performed from the office in Irving, TX.

Key Responsibilities
Financial Analysis & Valuation

• Conduct business valuations for wealth management and financial advisory firms for purposes including mergers and acquisitions, succession planning, internal ownership transfers, and strategic growth initiatives.
• Coordinate with senior appraisers to ensure timely delivery of work packages in advance of client meetings
• Analyze historical financial statements, normalize owner compensation, evaluate profitability trends, and identify key drivers of enterprise value.
• Build and maintain valuation models using discounted cash flow (DCF), market comparables, and other relevant valuation methodologies.
• Perform scenario modeling and sensitivity analysis to evaluate the financial impact of various business decisions and ownership structures.

Excel Modeling & Data Analysis

• Build, maintain, and improve complex financial models used in valuation analysis and client engagements.
• Create dynamic Excel models that incorporate forecasting assumptions, scenario analysis, benchmarking data, and valuation calculations.
• Analyze financial and operational data to identify trends, benchmark performance, and generate business insights.
• Maintain and organize internal valuation databases and benchmarking datasets, ensuring data integrity and consistency.
• Continuously improve internal modeling tools, automate repetitive processes, and identify opportunities to improve efficiency across valuation workflows.

Client Deliverables & Research

• Prepare client-facing valuation reports, exhibits, financial models, and presentation materials.
• Participate in client meetings, discovery sessions, and management interviews to gather relevant business and financial information.
• Conduct industry research, macroeconomic analysis, and capital markets research to support valuation assumptions.
• Develop benchmarking studies and maintain industry intelligence related to valuation trends within the wealth management industry.
• Stay informed on industry trends, regulatory developments, and best practices impacting advisory firm valuations and enterprise value.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 1–3 years of experience in business valuation, financial analysis, or a related field; experience in financial services or wealth management strongly preferred
• Strong quantitative and analytical capabilities with demonstrated ability to work with complex financial information.
• Familiarity with valuation methodologies and approaches, with a desire to deepen expertise over time
• Interest in pursuing professional credentialing such as CVA or ASA supported by the firm
• Exceptional attention to detail with a commitment to producing highly accurate, high-quality work.
• Ability to manage multiple projects simultaneously while working under competing deadlines.
• Strong written and verbal communication skills with the ability to communicate complex financial concepts clearly.
• Self-starter with strong problem-solving skills and ability to work independently with limited oversight.
• Ability to navigate ambiguity, think critically, and make sound independent judgments.
• Highly organized with strong follow-through and project management skills.
• Positive attitude, strong work ethic, and willingness to contribute beyond assigned responsibilities.

Advanced Excel & Modeling Requirements (Required)
Candidates must demonstrate advanced proficiency in Microsoft Excel and comfort building financial models from scratch. Final candidates will be required to complete an advanced Excel modeling assessment as part of the interview process.
Required skills include:

• Advanced formula proficiency including:
  • XLOOKUP / VLOOKUP
  • INDEX / MATCH
  • IF statements and nested logic
  • SUMIFS / COUNTIFS
  • IFERROR
  • AND / OR logic
• Financial modeling experience including:
  • Forecasting revenue and expense assumptions
  • Building multi-year financial projections
  • Scenario and sensitivity analysis
  • EBITDA and profitability modeling
  • Owner compensation normalization
  • Cash flow modeling
  • Normalizing financial statements
  • Ability to link and reconcile multi-year financial statements
• Excel functionality including:
  • Pivot Tables
  • Data validation
  • Formula auditing and error tracing
  • Building clean, scalable, linked workbooks
  • Dynamic reporting and dashboard creation

Preferred but not required:

• Power Query
• Model automation and process improvement experience
• Experience working with valuation or transaction models

Professional Growth & Career Development
We view this role as the beginning of a long-term career path within the valuation profession. The ideal candidate should have a strong desire to deepen their technical expertise and grow into a senior valuation professional over time.
Successful candidates will be expected to:

• Progressively develop advanced valuation expertise and independent appraisal capabilities
• Pursue professional valuation credentials including Certified Valuation Analyst (CVA) and Accredited Senior Appraiser (ASA) designations
• Continue building technical proficiency in financial modeling, valuation methodologies, and transaction advisory work
• Grow into a Senior Appraiser role with increasing responsibility for leading valuation engagements, managing complex analyses, and serving as a trusted advisor to clients

This role is designed for individuals who are looking to build a long-term career in valuation, finance, and transaction advisory.
What Success Looks Like
Successful candidates will demonstrate the ability to:

• Build accurate and defensible financial models independently
• Analyze complex financial data and identify meaningful insights
• Produce high-quality client deliverables with minimal oversight
• Proactively improve internal systems and processes during slower client periods
• Contribute to a high-performance team environment focused on excellence and continuous improvement

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.This position's pay range is $70000.00/Yearly - $80000.00/Yearly.