Valuation Associate Portland, Oregon

Company Description

Columbia Financial Advisors, Inc. provides business valuation, financial advisory services, and litigation support to clients throughout the country. We serve small, closely held companies as well as some of the largest privately held companies in the country and publicly traded firms. Over the years, we have earned a reputation for rigorously determined analysis and conclusions. Because the work we do forms the basis for critical business decisions that impact people’s lives and livelihoods, it must be reliable beyond question. We are dedicated to providing independent and thorough business appraisal analysis and advice.

Business appraisal services include estate and gift tax valuations, appraisal and financial advisory services for Employee Stock Ownership Plan (ESOP) purposes, financially-related litigation support services, appraisals for mergers & acquisitions, financial reporting purposes and buy/sell agreements.

Our firm is in need of professionals possessing a strong work ethic, attention to detail, accuracy, a high standard of workmanship and a commitment to client service. If you enjoy working collaboratively with others and are a curious thinker, then contact CFAI.

Job Description

A Valuation Associate works with senior and principal level valuation specialists providing industry and economic research and financial analysis, including subject company financial statement analysis, calculation and presentation of meaningful market evidence for publicly traded securities and capital market rates of return. This position requires an attention to detail and good writing skills. This position has the potential for advancement for top performers. Duties require the ability to communicate effectively both internally and externally, successfully manage time, identify tasks, determine priorities and complete assignments on deadline and to company standards.

 Perform industry and economic research and write concise research summaries.  Search for guideline (comparable) publicly traded and/or merged and acquired companies using CapitalIQ and other data bases.

720 SW Washington, Suite 650  Portland OR 97205-3508  503.222.0562  503.222.1380 Fax  www.cfai.com

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o Execute financial data input to high standards of quality and accuracy. o Analysis of data.  Financial analysis of historical and projected financial statements.  Write, edit and proofread appraisal report sections.

Qualifications

 Desire to work hard and progress in the financial/valuation consulting profession.  Ability to handle multiple priorities and work well under pressure.  Excellent written and verbal communication skills with careful attention to detail.  Strong presentation and meeting facilitation skills.  Ability to work and think independently.  Versed in quantitative analytical techniques.  Finance Degree; knowledge of accounting (two years of undergraduate accounting)  Knowledge of business software and applications – Word, Excel, Outlook, Access PowerPoint.  Strong work ethic – able to work Monday through Friday business hours and extra hours when client deadlines require.  Related work experiences a plus.

Interested candidate should send resume and cover letter to [email protected]. No phone calls, Field Code Changed faxes, recruitment or temporary agencies, please. No direct solicitations accepted. CFAI offers compensation commensurate with experience as well as a competitive benefits package.

Columbia Financial Advisors, Inc. Page 3

Columbia Financial Advisors, Inc.