Financial and Valuation Advisory (FVA)

Over the past 40 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2017, Thomson Reuters ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 20 years.

Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation & Fund Advisory Services, Real Estate Valuation & Advisory Services, Dispute Resolution Consulting, and Tech+IP Advisory.

Scope

Financial Analyst positions are available in the Financial and Valuation Advisory (FVA) business’ Dispute Resolution and Financial Expert Opinions practice. You will play a key role on our engagement teams, which typically range in size from two to five professionals (e.g., a blend of Managing Director/Director, Senior Vice President/Vice President plus Associates and/or Financial Analysts). As a Financial Analyst, your role will include data and document analysis, using knowledge gained from document production and case analysis to construct valuation, lost profits/business damages, and other valuation models; critiquing opposing parties’ valuation models; performing financial statement analysis; performing economic, industry, and other types of research; participation in client and team meetings; designing and drafting deliverables and work product; as well as presenting analyses and conclusions internally to review committees.

Qualified candidates will earn additional responsibility for development of project approach, oversight, methodologies, and analytical frameworks, and have incremental client visibility and responsibilities, including marketing initiatives and business development.

Qualifications

Houlihan Lokey offers a fast-paced, entrepreneurial work environment. The ideal candidate is motivated, collaborative, creative, inquisitive and outgoing. Along with strong financial analysis, modeling, and valuation skills, candidates will demonstrate the following traits and achievements:

Exceptional dedication to clients
Ability to work collaboratively with team members
Excellent verbal and written communication skills
B.A./B.S./B.B.A./Masters in accounting or B.A./B.S./B.B.A./Masters in finance or business with significant accounting coursework
2-4 years public accounting, forensic accounting, litigation support or other relevant work experience
Strong qualitative and quantitative research, data analytics and statistical abilities
A fundamental understanding of accounting systems, financial statements, licensing agreements, partnership agreements as well as valuation and damages theories, methodologies, and applications
Strong knowledge of Microsoft Office (Excel, Word and PowerPoint)
Superior organizational skills
Strong work ethic
Willingness and ability to accept feedback
Flexibility to travel
CPA, CFE, CFA a plus
Tableau experience a plus
Language skills a plus
Familiarity with document review platforms (e.g., Relativity) a plus

Candidates who have worked in a valuation/dispute practice within a Big Four environment or a national litigation / consulting firm are preferred; additionally, the position requires having had some professional and relevant work experience. Advancement towards an industry recognized valuation designation is a plus.

Equal Opportunity Employer M/F/D/V

Financial Analyst - Financial and Valuation Advisory (Dispute & Financial Expert Opinions)