Valuation Analyst Resume Guide

Valuation analysts perform financial analysis to determine the value of a company or asset. They assess past performance, current market trends and future prospects in order to provide an accurate assessment of the worth of their subject. Through research into both internal and external factors, they are able to gain insight into the potential risks associated with investments in order to inform decisions on whether or not it is worthwhile for companies and investors alike.

Your experience in financial analysis and valuation is invaluable to any company. But potential employers don’t know who you are yet, so it’s time for you to write a resume that will make them stand up and take notice of your abilities.

This guide will walk you through the entire process of creating a top-notch resume. We first show you a complete example and then break down what each resume section should look like.

The guide is divided into sections for your convenience. You can read it from beginning to end or use the table of contents below to jump to a specific part.

Full Resume Example Summary Experience Skills Education Certifications Contact Info Cover Letter Templates

Valuation Analyst Resume Sample

Lelah Marvin
Valuation Analyst

[email protected]
635-606-2830
linkedin.com/in/lelah-marvin

Summary

Reliable valuation analyst with 5+ years of experience in financial reporting, business analysis, and asset valuations. Skilled at creating complex models to provide accurate appraisals for clients from a variety of industries. Proven track record of consistently meeting deadlines under tight time constraints while maintaining the highest accuracy standards. Seeking to join ABC Financial Services as a Valuation Analyst and leverage my expertise to drive success for its customers.

Experience

Valuation Analyst, Employer A
Tampa, Jan 2018 – Present

Identified and evaluated a range of financial assets, including stocks and bonds; substantially increased accuracy rate of complex asset valuations by 25%.
Advised on the capitalization rate and discounted cash flow analysis for more than 30 different companies in various sectors; helped clients to make informed investment decisions.
Facilitated investor meetings, answered queries regarding investments and provided client-centric advice tailored to their individual needs & objectives.
Streamlined data entry processes using automated tools such as Excel, SQL and Access which led to an improved efficiency level by 40% over 3 months period.
Prepared reports on company performance metrics with detailed analytics that enabled stakeholders review results quickly while making sound decisions at all levels.

Valuation Analyst, Employer B
Eugene, Mar 2012 – Dec 2017

Improved financial models accuracy by 10% through extensive analysis and data entry of market trends, acquisition costs, business valuations and other metrics.
Spearheaded the development of detailed reports on current asset values to stakeholders; produced 20+ reliable financial statements per quarter with up-to-date information on investments in various industries.
Actively evaluated complex capital structures for clients’ corporate finance needs; identified viable options that resulted in cost savings totaling $20 million over a 2 year period.
Forecasted future cash flow projections based on existing customer base & portfolio performance for 3 company divisions to assist management decisions about potential mergers/acquisitions/divestitures worth an estimated total value of $125 million+.
Summarized valuation results from multiple sources into concise documents outlining key findings & recommendations presented directly to CFOs and board members at 8 quarterly meetings this past year alone.

Skills

Financial Modeling
DCF Analysis
Valuation Techniques
Excel
Financial Statement Analysis
Investment Analysis
Business Analysis
Risk Analysis
Mergers and Acquisitions

Education

Bachelor’s Degree in Finance
Educational Institution XYZ
Nov 2011

Certifications

Accredited Valuation Analyst (AVA)
National Association of Certified
May 2017

1. Summary / Objective

A resume summary for a valuation analyst should highlight your ability to accurately assess the value of assets and provide sound financial advice. You could mention that you have experience in conducting complex valuations for various types of businesses, as well as knowledge in accounting principles and analysis techniques such as discounted cash flow models. You can also include any certifications or awards you may have received related to valuation work.

Below are some resume summary examples:

Amicable, results-oriented valuation analyst with 5+ years of experience in financial services. Seeking a challenging role at XYZ to utilize my skills in valuations, forecasting, and analytics for the benefit of stakeholders. At ABC, created pro forma models that accurately predicted future market trends resulting in estimated savings of $100K annually. Received company award for excellence for providing actionable insights on corporate acquisitions worth over $250M.

Hard-working and detail-oriented valuation analyst with 5+ years of experience in financial analysis, forecasting, and corporate valuations. At XYZ Corporation, developed comprehensive models to assess the value of businesses for merger & acquisition transactions. Proven ability to provide accurate assessments and make sound investment decisions based on data-driven insights. Highly skilled in Excel modeling & analytics tools such as Tableau and Power BI.

Driven valuation analyst with 3+ years of experience in financial analysis and asset valuations. Proven track record of identifying undervalued assets to improve investor returns by an estimated 15%. At XYZ, developed detailed models for tracking the performance of various investments across multiple sectors. Led a team that identified $200K worth of cost-saving opportunities within the portfolio by proactively monitoring key trends in market conditions.

Diligent Valuation Analyst with a comprehensive understanding of financial analysis and valuation principles. 5+ years of experience in the investment banking sector, leading complex projects to deliver accurate valuations for clients across industries. At ABC firm, successfully led 11 valuation reports that resulted in an 8% increase in revenue. Seeking to join XYZ team and contribute expertise towards successful project completion.

Accomplished valuation analyst with a strong track record of providing accurate business valuations for small to medium-sized companies. At XYZ, completed 15 competitive market analysis and mergers & acquisitions projects in preparation for potential investments/acquisitions. Experienced at using industry standard valuation techniques such as discounted cash flow (DCF), comparable company analysis (CCA) and sum of the parts (SOTP).

Detail-oriented Valuation Analyst with 5+ years of experience in financial analysis and business valuation. Seeking an opportunity to join ABC Corp as a Valuation Analyst, leveraging strong analytical skills and knowledge of capital markets to provide accurate assessments of company performance. At XYZ Inc., performed valuations for more than 15 businesses across various industries, resulting in improved investor confidence by 25%.

Committed and detail-oriented valuation analyst with 5+ years of experience providing financial analysis for corporate clients. Skilled in the use of various financial software tools to perform DCF, ratio, market multiples, and other types of business valuations. Seeking to leverage expertise in driving client success at ABC Consulting Group by performing accurate estimations that inform critical decisions.

Professional valuation analyst with 3+ years of experience in financial analysis and corporate finance. Expertise includes discounted cash flow, price-to-earnings ratio, business valuation techniques, market multiples and more. Seeking to leverage my solid knowledge base at ABC Company to drive value optimization for clients while providing expert advice on investment decisions.

2. Experience / Employment

In the experience section, you need to provide details on your employment history. This should be written in reverse chronological order, meaning the most recent job is listed first.

When talking about what you did for each role, stick primarily to bullet points as it makes it easier for the reader to digest what you have said quickly. You want to take some time when writing this section and think of the specific tasks that were carried out and any quantifiable results obtained from them.

For example, instead of saying “Conducted valuations,” you could say “Performed financial analysis on 10+ companies per week using discounted cash flow models; successfully identified undervalued stocks with a total return potential of 30%.”

To write effective bullet points, begin with a strong verb or adverb. Industry specific verbs to use are:

Analyzed
Assessed
Calculated
Evaluated
Forecasted
Identified
Interpreted
Monitored
Researched
Reviewed
Summarized
Synthesized
Validated

Other general verbs you can use are:

Achieved
Advised
Compiled
Coordinated
Demonstrated
Developed
Expedited
Facilitated
Formulated
Improved
Introduced
Mentored
Optimized
Participated
Prepared
Presented
Reduced
Reorganized
Represented
Revised
Spearheaded
Streamlined
Structured
Utilized

Below are some example bullet points:

Evaluated assets and liabilities of companies to assess the current value and potential for growth, resulting in a 5% increase in annual profits.
Analyzed financial statements, including income statement, cash flow analysis and balance sheet metrics to provide accurate valuation insights.
Proficiently used various software such as Microsoft Excel and SAS analytics platform to calculate present values of stocks or bonds based on market trends & expected future performance data points.
Mentored junior analysts by providing guidance on best practices within the field of valuations; successfully trained 5 new hires with minimal supervision over 3 months’ time period resulting in improved efficiency across the department by 10%.

Interpreted financial statements and market trends to provide accurate valuations of businesses for over 15 clients, resulting in an average increase of 30% in the value of their assets.
Optimized data analysis by developing complex algorithms that identified discrepancies within financial documents; raised efficiency levels by 40%.
Prepared comprehensive reports outlining valuation results and presented findings during client meetings, successfully influencing decisions on multiple transactions worth $15 million+.
Accurately estimated fair values and recommended pricing strategies for mergers & acquisitions involving 20+ companies across various industries such as technology, energy and healthcare.
Calculated income tax liabilities for asset transfers as part of the valuation process; reduced errors related to taxation calculations by 25%.

Independently conducted financial research and analysis to value assets, equity securities and fixed income instruments for 500+ clients; identified discrepancies leading to a reduction in valuation errors by 24%.
Developed sophisticated models using Excel, VBA and SQL to accurately assess asset values based on current market conditions; generated $1M in revenue from new clients due to precise valuations.
Validated credit quality of various debt obligations through stress testing scenarios; successfully defended assumptions during client presentations with 95% accuracy rate.
Coordinated the completion of multiple reports within tight deadlines while managing competing priorities simultaneously; improved turnaround time by 2 hours per project without sacrificing quality or accuracy standards.
Reduced audit fees related to quarterly reporting expenses through proactively identifying potential issues before they emerged as major problems later on down the line.

Utilized financial analysis methods to accurately assess value of businesses and their assets, increasing valuation accuracy by 8% over the last year.
Structured complex financial models for clients in retail, hospitality and manufacturing sectors across multiple countries; completed valuations on a tight timeline with 95% accuracy rate.
Researched historical trends within industries to identify potential opportunities or threats which could affect investments decisions & values; generated detailed reports outlining key findings and recommendations that were used in client presentations & meetings.
Synthesized data from various sources including financial statements, economic indicators and market research into comprehensive analyses that informed senior management decision-making processes regarding buy/sell activities of companies’ stocks valued at $10M+.
Successfully negotiated favorable terms when conducting appraisal reviews with stakeholders involved in mergers & acquisitions deals worth upwards of $20M+, leading to higher returns on investment for all parties involved.

Demonstrated strong analytical skills by conducting detailed financial and market research that resulted in the successful valuation of over 40 companies worth $50 million each.
Represented a major global investment firm during negotiations, mergers & acquisitions, and restructuring deals to ensure maximum return on investments.
Formulated complex financial models using techniques such as discounted cash flow analysis, comparable company analysis and leveraged buyouts; significantly reduced evaluation time for potential new clients by 35%.
Expedited due diligence process while independently evaluating target companies’ performance records; identified savings opportunities estimated at $5 million annually from improved efficiency measures across operations teams.
Diligently monitored macroeconomic data developments to keep abreast with changing industry trends affecting valuations; developed strategies for navigating volatile markets that generated an additional 15% ROI in underperforming assets within 6 months of implementation.

Participated in the valuation of over 100 financial assets, increasing accuracy and efficiency by 10% through precise analysis techniques.
Compiled detailed appraisals for commercial and residential properties worth an estimated $20 million, ensuring accurate market valuations were consistently provided to clients.
Achieved a 95% success rate in producing reliable valuations within designated timeframes across various asset classes such as bonds, stocks and derivatives.
Revised forecast assumptions on several key projects involving securities-backed lending transactions; improved investment return projections by 15%.
Reliably monitored macroeconomic indicators to inform current property values and prepare reports for stakeholders with up-to-date data points every month.

Reorganized and updated financial models used for complex valuations, resulting in a 25% reduction of time spent on completion.
Introduced and implemented new valuation techniques to improve the accuracy of reports by 10%.
Presented findings from various projects to company board members with detailed Excel sheets, graphics and PowerPoint presentations; received positive feedback from stakeholders on all occasions.
Consistently monitored current market trends and changes that could affect asset values within the industry; published regular research insights for clients which improved brand recognition by 30%.
Monitored performance metrics across all engagements to ensure quality standards were met, leading to successful project completions ahead of schedule eight out of ten times.

3. Skills

Skill requirements will differ from employer to employer – this can easily be determined via the job advert. Organization ABC may require a candidate to have experience with discounted cash flow analysis, whereas Organization XYZ may be looking for someone who is proficient in real estate valuation.

It’s important to tailor the skills section of your resume to each job you are applying for because many employers use applicant tracking systems these days which scan resumes for certain keywords before passing them on to a human.

Once listed here, it would also be beneficial to discuss your most relevant and impressive qualifications in more detail elsewhere; such as the summary or experience sections.

Below is a list of common skills & terms:

Business Analysis
DCF Analysis
Equity Research
Excel
Financial Modeling
Financial Statement Analysis
Investment Analysis
Mergers and Acquisitions
Risk Analysis
Valuation Techniques

4. Education

Including an education section on your resume will depend on how far along you are in your career. If you just graduated and have no work experience, mention your education below the objective statement. However, if you have work experience that is more relevant to the job than any educational background, feel free to omit this section altogether.

If including a formal education section is necessary for the valuation analyst role you are applying for, try mentioning courses and subjects related to finance or economics as well as any certifications or awards received during college.

Bachelor’s Degree in Finance
Educational Institution XYZ
Nov 2011

5. Certifications

Certifications are a great way to demonstrate your expertise and knowledge in a certain field. They can help you stand out from other applicants, as they prove that you have been tested by an accredited organization.

Including certifications on your resume is especially important if the job advert emphasizes specific skills or qualifications. This will show employers that you are qualified for the role and have taken steps to stay up-to-date with industry developments.

Accredited Valuation Analyst (AVA)
National Association of Certified
May 2017

6. Contact Info

Your name should be the first thing a reader sees when viewing your resume, so ensure its positioning is prominent. Your phone number should be written in the most commonly used format in your country/city/state, and your email address should be professional.

You can also choose to include a link to your LinkedIn profile, personal website, or other online platforms relevant to your industry.

Finally, name your resume file appropriately to help hiring managers; for Lelah Marvin, this would be Lelah-Marvin-resume.pdf or Lelah-Marvin-resume.docx.

7. Cover Letter

A cover letter is a valuable tool for job seekers. It’s an opportunity to explain why you’re the best person for the role and how your experiences can benefit their organization.

Cover letters are usually 2-4 paragraphs long and separate from your resume. They provide more detail about who you are, what skillsets you have, as well as show employers that you’ve done research on their company and understand what they need in an employee. Although cover letters aren’t always required, writing one is highly recommended when applying for a new position.

Below is an example cover letter:

Dear Mitchel,

I am writing in regards to your Valuation Analyst position. With my experience in financial analysis and modeling, as well as my keen eye for detail, I am confident that I would be a valuable asset to your team.

In my current role as a Financial Analyst at XYZ Company, I have gained extensive experience in conducting valuations of companies and their assets. I have also developed strong analytical and Excel skills that allow me to effectively assess data and present findings in a clear and concise manner. My ability to think critically has allowed me to identify errors in valuation models, which has resulted in more accurate results for my employer.

I am confident that I can provide the same level of service and accuracy to your organization as a Valuation Analyst. In addition, I believe that my interpersonal skills would enable me to build strong relationships with clients and other members of your team. I look forward to putting my skills and experience to work for you and contributing to the success of your organization.

Thank you for your time, consideration,.

Sincerely,

Lelah