Careers > Financial Analyst > Valuation Associate

Valuation Associate

Richardson, TX

Full Time

$70,000 Base + Bonus and Signing Bonus



Position Type

Full Time


Bachelor's or 4 year degree in Finance, Accounting, Business Administration, or related field; MBA or MSF or professional designation i.e., CPAA or CFA preferred

Travel Percentage


Job Shift


Job Category

Financial Analyst

Generational Equity is a global mergers and acquisitions firm. Its professionals work with middle-market business owners contemplating a sale or seeking merger and acquisition opportunities. We assist owners in all areas of stock or asset sales, mergers, or divestitures. Our highly experienced Merger and Acquisition specialists provided insight and strategies on such matters as: When is the right time to sell? Should all or part of the business be sold? Is the company ready for the sales or should the focus be on building value for a future sale?

For most middle-market business owners, the sale or other transition of a business is the single most important, and perhaps the largest financial event that occurs in their life. We are in search of well-qualified individuals who are confident and eager to work closely with business owners in analyzing their company and guiding them through the initial phases of an M&A process.

The successful candidate will have several years of experience including a strong background of frequent client communications, a solid understanding of finance, economics, accounting, and advanced analytical processes along with having very strong and refined written communication skills. Business evaluation experience or exposure to the unique nature of private-company valuation is a plus. The ability to converse with top-level business executives is essential. Proficient Microsoft Word and Excel skills are required.

Required Skills

  • An accredited four-year degree in finance, accounting, business administration, or related field
  • MBA or MSF, or professional designation such as CPA or CFA preferred
  • Solid understanding of finance, economics, and accounting
  • Business evaluation experience a PLUS
  • Proficient Microsoft Word and Excel skills are required
  • Strong oral and written communications skills


  • Base salary of $70,000 + expected bonuses of $20,000 - $50,000 in first full year
  • Stable professional work environment
  • Benefits: health, dental, vision, 401k with match
  • Paid vacations and holidays

Please complete the application online at