Job Description:
I’m looking for a skilled financial professional or business valuation expert to assist in developing a comprehensive product that will be used to value transportation and distribution businesses. This role focuses on creating the valuation model, defining the execution process, and developing the method for reporting results to clients. The ideal candidate will help us build both the valuation framework and the operational steps to execute it effectively.
Key Responsibilities:
Valuation Model Development: Design and develop a valuation model using 3–5 methodologies (e.g., DCF, comparable company analysis, precedent transactions).
Clearly explain the valuation methods, assumptions, and logic behind the model to ensure clarity and transparency.
Operational Process Development: Define the steps and processes required to apply the model to businesses in the transportation and distribution sectors. Establish standard operating procedures (SOPs) for applying the model, collecting necessary data, and executing valuations efficiently.
Client Reporting Framework: Develop a method for presenting valuation results to clients, including clear and actionable reports with recommendations and insights. Ensure that the report format is easy to understand and tailored to the client’s needs, providing both a valuation range and a set of key metrics (12-15) to track the company’s performance and valuation trends over time.
Industry Insights & Risk Analysis: Integrate industry insights into the product to provide a well-rounded analysis of the transportation/distribution sector and the risks associated with valuing such businesses.
Provide a framework for evaluating business risks as part of the valuation process.
Product Iteration & Testing: Work with us to test the model, refine it based on real-world application, and continuously improve the product. Assist with developing the final version of the valuation product, ensuring that it is both effective for clients and scalable for future use.
Qualifications:
Proven experience in financial modeling, business valuation, and product development.
Strong understanding of valuation methodologies and financial analysis.
Experience creating or refining financial products or tools, particularly those involving client-facing reporting.
Ability to explain complex financial concepts clearly and build user-friendly products.
Strong organizational skills with the ability to develop repeatable processes and frameworks.
Expected Deliverables:
A finalized financial valuation model for transportation and distribution companies.
A set of operational steps and SOPs for applying the model consistently and effectively.
A reporting framework for delivering clear, actionable valuation results to clients.
A well-developed set of key metrics for tracking business performance and valuation trends.
