Senior Inventory Valuation Analyst

KBW Financial Staffing & Recruiting
Boston, MA

Comp: 80K-105K + bonus

Location: Boston MA

Work Type: Hybrid

Travel: 10% Travel

Responsibilities

  • Develop and maintain valuation models using industry research, financial analysis, and client data to support inventory appraisals across various sectors.
  • Conduct due diligence and data validation to ensure accuracy of client-provided information, while managing multiple valuation projects from start to finish.
  • Prepare comprehensive appraisal reports that include both quantitative findings and narrative summaries, clearly communicating valuation rationale to clients.
  • Collaborate with internal teams and external stakeholders, including clients, banks, and appraised companies, to clarify data and address business challenges.
  • Lead client calls and site inspections to gather operational insights, confirm key assumptions, and verify back-up exhibits for valuation support.
  • Maintain internal databases and systems, ensuring timely updates to job details, contact information, and valuation records for reporting and quality assurance.


Qualifications

  • Bachelor of Business Administration or Bachelor of Science in a related field or equivalent experience with a concentration in business, finance, accounting or economics
  • Demonstrated advanced proficiency with computer applications in a Microsoft Windows-based environment
  • Proficiency with MS Excel and Word is required
  • Excellent verbal and written communication skills are required
  • A high degree of integrity and business acumen is required
  • Use of problem-solving capabilities to look in-depth at information pertaining to a job is required
  • Comprehensive understanding of financial statements is essential, including allocation of overhead expenses
  • Ability and willingness to thrive in a fast-paced entrepreneurial environment handling multiple projects is essential


All interested and qualified candidates send a resume to Max Beati – [email protected]

KBW789


Posted 2025-11-20

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