Associate, SBA Team at Marshall & Stevens Inc
United States
<div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;' data-pasted="true"><span style='font-family:"Times New Roman",serif;'>Job Title: Financial Analyst</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman",serif;'>Location: Remote (New Jersey) </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman",serif;'><br> <strong> Why You Want To Work For Us</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman",serif;'>At Marshall & Stevens, we are building something special. As a growing financial services firm with 200+ employees across the United States, we believe in collaboration, innovation, and the impact every individual can make. You’ll be part of a team that values transparency, career growth, and building a culture of ONE.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style='font-family:"Times New Roman",serif;'>What This Role Will Do </span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman",serif;'>As an Analyst in Financial Valuation, you will support valuation engagements by conducting financial modeling, industry research, and valuation analysis for various financial reporting, tax, and transaction-related purposes. You will work closely with senior professionals to apply valuation methodologies, develop client presentations, and ensure high-quality deliverables. This role provides hands-on experience in business valuation, equity & debt valuation, and financial statement analysis, helping to develop expertise in valuation across multiple industries.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style='font-family:"Times New Roman",serif;'>Key Responsibilities</span></strong></p><ul style="margin-bottom:0in;margin-top:0in;" type="disc"><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Assist in business valuations, equity & debt valuations, and intangible asset appraisals.</span></li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Develop financial models and valuation analyses using discounted cash flow (DCF), market multiples, and precedent transactions.</span></li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Conduct economic and industry research to support valuation conclusions.</span></li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Analyze financial statements, tax filings, and company performance for valuation purposes.</span></li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Prepare valuation reports, client presentations, and supporting documentation.</span></li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Collaborate with senior valuation professionals to execute client engagements.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.5in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style='font-family:"Times New Roman",serif;'>What Makes You Successful in This Role </span></strong></p><ul style="margin-bottom:0in;margin-top:0in;" type="disc"><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Bachelor’s degree in Finance, Accounting, Economics, or Business.</span></li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>1-3 years in business valuation, financial analysis, or related fields.</span></li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Proficiency in financial modeling and valuation techniques.</span></li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Strong knowledge of Excel, financial databases, and valuation software.</span></li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Analytical & Research Skills: Ability to analyze large datasets, assess financial trends, and interpret valuation results.</span></li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;"><span style='font-family:"Times New Roman",serif;'>Communication: Strong written and verbal communication skills, with the ability to present financial data clearly.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style='font-family:"Times New Roman",serif;'>Why You’ll Love It Here</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman",serif;'>Marshall & Stevens is not just a place to work—it's a place to grow, innovate, and make a difference. As we continue to expand, you’ll have the opportunity to be part of a dynamic team that is shaping the future of the valuation and advisory services industry. If you’re ready to make a significant impact, we’d love to hear from you! </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style='font-family:"Times New Roman",serif;'>Interested in Applying?</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman",serif;'>Please submit your application through our <a href="https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=13122340-2797-4885-a504-b973b7b6787d&ccId=19000101_000001&source=CC2&lang=en_US&selectedMenuKey=CurrentOpenings" target="_blank">career center portal</a>.</span></p></div>
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