Execute business valuation engagements from proposal through completion, including industry research, comparable-company and transaction analysis, financial modeling, forensic analysis, client communication, valuation reports, quality control, and business development. Prepare valuations for tax planning, succession planning, purchase price allocation, and other purposes. Manage multiple deadline-driven projects, communicate findings clearly to clients and legal professionals, and collaborate with directors and managers.

Leads financial and operational due diligence engagements for specialty finance businesses. Responsibilities include portfolio reviews, collateral and credit facility analysis, file testing, reconciliations, financial analysis, risk identification, client and management interaction, and preparation of client-facing reports. The role requires independently managing workstreams, reviewing complex Excel-based workpapers, and conducting onsite examinations with travel of up to 50%.

Conduct financial and operational due diligence for specialty lending clients, including collateral examinations, portfolio reviews, acquisition diligence, and evaluation of complex credit structures. Analyze and reconcile financial data, identify risks, assess operational performance, interact with clients and subject-company stakeholders, and prepare written reports. The role requires advanced Excel and Word skills, strong analytical and communication abilities, attention to detail, deadline management, and up to 50% travel.