Job Description
Job Description
Love Business Valuation – Don't Want to do it Full Time?
- Fully Remote, virtual. We do not have offices so you will never be called back in.
- Set your own schedule / Part-Time with 25 expected hours per week
- Client facing responsibilities
- Additional training and credentialling
Harvest Business LLC t/a The Art of Business Valuation is a small business valuation practice. We pride ourselves on our customer service, business, and finance skills to produce outstanding ESOP, SBA, Estate and Gift, and Exit Planning business valuations.
We value independence and flexibility. We never stop working to improve our customer service, valuation estimates, report quality, and timely delivery of our products. We have grown over the last year and expect this to continue.
You may live, or work anywhere. Our client base is primarily in the North East.
All work would be remote as we are a virtual firm. In addition, because we are small, everyone has to do some administrative tasks.
Finally, if you have the background, skills, and desire we will assist you in obtaining related certifications to advance in our profession as you become qualified.
If you are "overqualified" and otherwise interested, we should talk. These are minimum requirements and there is an opportunity for more advanced work and compensation based on your experience and qualifications.
Requirements:
- If you have next-level skills please apply. We have plenty of valuation work.
- Accounting, finance, or economics degree or college suggested. Work experience can replace this.
- We extensively use Microsoft Excel, Word, Outlook, and similar custom valuation software programs. Basic knowledge and ability to use Microsoft products and learn industry programs are required.
- Knowledge of basic accounting concepts and terminology is required. Willingness to learn business valuation and finance terminology is required.
- Willingness to learn and do basic research related to valuation assignments and reports. This involves internet research and using databases specific to our work.
- Send out document requests and receive, categorize, review, and file (electronically of course) documents. Periodically review files for receipt of all documents.
- Light set-up and data entry into spreadsheet models.
- Prepare engagement letters and set up new files.
- Invoicing and updating of receivables.
- Communicate via email by phone with clients. Based on your technical and client skills client involvement and direct contact would be expected to increase.