Inventory Valuation Senior Associate

LCG Advisors

Tampa, FL

JOB DETAILS
SKILLS
Accounting, Analysis Skills, Business Development, Business Services, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Cisco ASA (Adaptive Security Appliance), Communication Skills, Conferences, Customer Relations, Document Management, Due Diligence, Economics, Expense Analysis, Finance, Financial Analysis, Financial Management, Financial Modeling, Gross Margin, Inventory Management, Investment Services, Loans, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Multitasking, Networking Events, Organizational Skills, Physical Demands, Presentation/Verbal Skills, Process Flow, Proposal Writing, Research Skills, Risk Management, Sales, Time Management, Writing Skills
LOCATION
Tampa, FL
POSTED
12 days ago

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.

About the Company

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LCG Advisors