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Job Title: Financial Business Analyst
Job Location: Minneapolis, MN
Workplace Type: Hybrid, 3 days onsite per week
Employment Type: Full-time
Salary Range: $70,000 – $100,000 + bonus

About Marshall & Stevens:

Marshall & Stevens is a leader in valuation and financial advisory services, providing expert guidance to clients across various industries. With a rich history of serving both public and private companies, our firm is dedicated to delivering top-tier service and solutions that empower businesses to make informed decisions.

Position Overview:

The Financial Business Analyst at Marshall & Stevens will play a critical role in supporting our Minnesota office’s financial analysis and business valuation efforts. This role involves collaborating closely with senior analysts and partners to analyze financial data, develop valuation models, and provide insights that drive strategic decision-making.

Key Responsibilities:

• Assist in the valuation of privately-held business interests, including detailed financial statement analysis, industry research, and market comparisons.
• Prepare comprehensive reports summarizing findings from financial analyses, valuations, and other business assessments.
• Support litigation support services by preparing property settlements, cash flow analyses, and damage calculations.
• Conduct interviews with management teams to gather relevant business and financial information.
• Develop and maintain complex financial models to project business performance and valuation outcomes.
• Collaborate with cross-functional teams to ensure accurate and timely project completion.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• ASA, ABV, CVA, CPA, CFA, or other relevant certification preferred.
• 2-4 years of experience in financial analysis, valuation, or related field.
• Strong proficiency in financial modeling and valuation methodologies.
• Excellent analytical skills with keen attention to detail.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Strong written and verbal communication skills.
• Ability to manage multiple projects and prioritize tasks effectively in a fast-paced environment.

Why Work for Us:

At Marshall & Stevens, we believe in nurturing talent and providing our employees with opportunities for growth and development. We offer a collaborative work environment, where your contributions are recognized, and your professional journey is supported through ongoing education and training programs. Join us to be a part of a team that values excellence, integrity, and innovation.

 

JOB TITLE: Energy & Infrastructure Valuation Associate/Senior Associate – Chicago Office 

LOCATION: Chicago Office 

DEPARTMENT: Energy & Infrastructure Group

STATUS: Exempt

JOB FUNCTION:  Valuation Analyst

REPORTS TO: Managing Director

SALARY RANGE:$75,000 – $100,000

 

SUMMARY:

Marshall & Stevens Incorporated is a national valuation consulting firm that values businesses and business assets for mergers, acquisitions and divestitures, financing, financial accounting and federal tax reporting purposes.

Our Chicago office has an opening for a full-time Associate in the Energy & Infrastructure Practice.  The Energy & Infrastructure Practice primarily values traditional and renewable energy generation and manufacturing assets. Since 2012, Team members have valued over $60 billion of electric generation facilities with approximately $30 billion being renewable energy facilities.

The Associate will be responsible for working with a team to analyze cost, market, and income approaches to value to support the fair market valuations of project assets for our clients.  Report writing is also part of the job responsibilities.

RESPONSIBILITIES:

• Assist senior associates, managers and directors in developing valuation models, performing analytic research, and writing reports that are submitted to our clients.
• Collect, analyze, and correlate data for valuation analysis purposes; as well as perform ancillary analysis of economic, industry, and financial data.
• Maintain research data, files, and databases.

 

QUALIFICATION REQUIREMENTS:

• U.S. work authorization is required
• Intermediate/advanced understanding of financial theory, business transactions, general accounting and federal tax issues
• Possess analytical skills and have the willingness to learn and execute supportable analyses
• Excellent verbal and written communication skills
• Proficient in Word and Excel
• Professional presence and a self-starter
• Relationship focused (with team members)

 

EDUCATION and/or EXPERIENCE:

• Bachelor’s degree is necessary, with a concentration in Finance, Accounting or Business
• Valuation experience is a plus
• Renewable energy industry knowledge is a plus
• CFA, ASA candidacy is a plus

 

ADDITIONAL INFORMATION:

Company Description:

A leader in professional consulting and financial valuation since 1932, Marshall & Stevens has grown to encompass corporate finance, transaction advisory, tax valuation, litigation support and restructuring advisory services. Our clients include many of the nation’s most distinguished corporations, institutions, and governmental agencies. Marshall & Stevens also serves the financial and valuation consulting needs of individual entrepreneurs, commerce and industry experts, health and educational institutions, land developers, taxing authorities, and foreign industries and governments around the world.  For more details, please visit us at www.Marshall-Stevens.com

 

Please submit your resume to [email protected]

Experienced Valuation Professional, Renewable Energy Project Finance

LOCATION:         NYC Office, Hybrid

SALARY RANGE:  $90,000 – $200,000 plus bonuses.

Bonus Opportunities:      Quarterly bonus opportunities, based upon personal and practice performance

aka – “Structured Finance”, “Energy”, “Renewables”, “Project Finance”, “Financial Valuation”

 

QUALIFICATIONS:  Ideally, the candidate for this position has experience in the valuation and cost segregation of asset-intensive entities that are financed by tax equity investments, sale leasebacks, and inverted leases. Industry experience should include energy generation and distribution.  Client relationships and sales experience is a plus.

SUMMARY:  Serve in a technical role within Marshall & Stevens (“M&S”) such that a high-quality analysis and report is always being delivered to our clients. Train, manage and be a resource to fellow M&S staff. Personally represent M&S to sponsors, developers, legal and accounting professionals, and investors in such a way as to instill confidence in the analyses provided.

EDUCATION:  Bachelor’s degree is required. Master’s degree in a finance-related field (accounting, business, finance, or economics) or a professional designation or certification such as an ASA or CFA is a plus.

REQUIREMENTS:  Legal US citizen or resident; must be permitted to work and travel in the US without the need for a sponsor.  Must have excellent English verbal and written communication skills.

DUTIES:  The essential duties are to perform, provide, and support valuation and cost segregation analyses for the financing of renewable energy generation and energy storage projects.

For assignments when serving as project manager,

1. Lead the performance of valuation services, including client interaction, valuation analyses and preparation of deliverables while meeting internal and client deadlines.
2. Be prepared to support valuation analyses and deliverables against inquiry from developers, investors and lenders, accounting, legal and tax advisors, and others as may be required.
3. Assist in training and monitoring of fellow staff on appropriate valuation methods, techniques, theories, and standards.
4. Represent M&S in meetings as well as on calls and in correspondence with clients, potential clients, transactions advisors and other potential or current referral sources
5. Participate in backlog sessions and other calls and meetings as required.
6. Be a part of the greater M&S office to which the professional is assigned and the national M&S efforts to provide excellent valuation consulting services to our clients.
7. Other duties as assigned by M&S management.

For the past 13 years, the Energy & Infrastructure practice at Marshall & Stevens has provided valuation and cost segregation analyses for over $100 Billion of project finance transactions, primarily in the renewable energy generation industry: solar, wind, energy storage, renewable natural gas, geothermal, etc. The passage of the Inflation Reduction Act and other market forces have resulted in huge growth in project development and the need for valuation in this industry.

The Energy & Infrastructure practice is one of seven practices within Marshall & Stevens: Financial, Healthcare, Machinery & Equipment, Real Estate, Transaction Advisory Services, and Dispute Resolution and Litigation Support. Our professionals work collaboratively, across practices, as required, to meet the needs of our clients.

Founded in 1932, Marshall & Stevens is one of the oldest and most respected independent valuation firms in the US. Our professionals provide valuation and consulting services to domestic and international clients including publicly traded, privately-held and government sponsored entities in a great variety of industries.

Please send your contact information and resume to [email protected] for consideration.