Valuation Associate / Financial Analyst
Your Legacy Partners | Business Valuation & Financial Advisory
Location: Remote — United States
Compensation: $65,000–$125,000 in total annual compensation, depending on experience, demonstrated capabilities, and agreed responsibilities.
Engagement: Independent contractor (1099), subject to confirmation that the working arrangement meets applicable classification requirements. A future transition to employee status may be considered by mutual agreement.
You love finance. You understand the numbers. And you're ready for more.
Maybe you're a financial analyst who wants greater ownership of your work. Maybe you've worked in accounting, valuation, or corporate finance. Or perhaps you became a financial advisor because you love finance but discovered that your strengths lie more in analysis than sales.
You're exceptionally comfortable in Excel, notice details others miss, and enjoy understanding why a business performs the way it does—not simply entering numbers into a spreadsheet.
If that sounds like you, we'd like to talk.
Your Legacy Partners is seeking a Valuation Associate / Financial Analyst to analyze and value privately held businesses, primarily wealth management firms and financial advisory practices.
This is a hands-on analytical role requiring strong financial fundamentals, advanced Excel skills, exceptional attention to detail, and the ability to independently manage multiple engagements.
What you'll do
Analyze financial statements, tax returns, and supporting documents; reconcile information and investigate inconsistencies.
Normalize earnings by evaluating owner compensation, nonrecurring expenses, related-party transactions, and other adjustments.
Build financial models, projections, discounted cash flow analyses, and scenarios using well-supported assumptions.
Analyze valuation multiples, discount rates, and other factors to develop defensible valuation conclusions.
Manage approximately 10 concurrent engagements, including information requests, follow-ups, deadlines, and deliverables.
Produce accurate, thoroughly checked, review-ready work.
Who we're looking for
You have:
A strong understanding of financial statements, particularly P&Ls, profitability, and cash flow.
Advanced Excel skills, including building, modifying, and auditing financial models.
Exceptional attention to detail and a commitment to accuracy.
Strong analytical judgment and the initiative to investigate discrepancies and challenge unsupported assumptions.
The organization and communication skills to independently manage multiple projects.
A genuine interest in becoming an exceptional valuation professional.
Experience: Generally 2+ years in business valuation, financial analysis, accounting, transaction advisory, investment banking, corporate finance, or a similarly analytical role.
Financial advisors with substantial financial analysis and modeling experience are also encouraged to apply.
A strong educational foundation in finance, accounting, economics, or a related field is expected.
Experience with private-company valuations, EBITDA normalization, DCF modeling, and valuation multiples is desirable. Experience in the wealth management industry is a plus, but not required.
CVA designation: Candidates must hold the Certified Valuation Analyst (CVA) designation or be willing to begin pursuing it promptly. We will support professional development, with a target of completion in approximately six months, subject to eligibility and credentialing requirements.
What this position is NOT
Not data entry: You need to understand and interpret the financial information.
Not mechanical modeling: You must understand and defend the assumptions behind your analysis.
Not constant hand-holding: We provide guidance, but expect initiative and independent thinking.
Not speed over accuracy: Our clients make significant financial decisions based on our work.
Not a sales or investing role: The primary focus is business valuation, financial analysis, modeling, and project management.
Why join Your Legacy Partners?
We are a specialized advisory firm helping business owners navigate valuations, acquisitions, ownership transitions, compensation structures, and exit planning.
You'll work directly with experienced professionals on meaningful client engagements, with opportunities to develop your analytical judgment and take on increasing responsibility.
As you demonstrate strong performance, you may gain exposure to M&A transactions, acquisition modeling, private equity-backed buyers, strategic consulting, and ownership transitions.
Our goal is to find someone who wants to become exceptional at valuation and potentially grow into a broader transaction and advisory professional.
Compensation and work arrangement
Total annual compensation is $65,000–$125,000, depending on experience, demonstrated capabilities, and agreed responsibilities.
The role is fully remote and open to candidates throughout the United States.
The intended arrangement is independent contracting, subject to applicable worker-classification requirements. We are also open to discussing a potential employee relationship in the future if mutually desirable.
How to apply
Please submit your résumé and complete the application screening questions.
Our selection process may include a practical financial analysis and modeling exercise.
If you take pride in understanding the business behind the numbers and want to develop into a highly capable valuation professional, we'd like to hear from you.

Valuation Associate / Financial Analyst

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