Analyst/Sr Analyst, Machinery & Equipment Appraisals

Overview

This role is focused on Machinery & Equipment (M&E) appraisal support for asset-based lending (ABL). The appraiser determines the realizable value of equipment used as collateral for loans. Responsibilities include data collection and analysis to prepare appraisal reports, including client on-site inspections, due diligence, management interviews, and narrative report writing in accordance with USPAP standards.

Location

Ideal candidate will be located in NY or Michigan to service clients in those areas.

Responsibilities

• Participate in on-the-job training to learn Machinery & Equipment terminology, concepts, practices, and procedures to conduct typical M&E valuation engagements.
• Review previously performed models and completed appraisal reports to understand the valuation process and concepts.
• Travel for job inspections and/or client meetings with or without another Analyst or Appraiser, including taking photographs of assets during site inspections and providing notes and equipment listings.
• Provide analytical and research support for assigned projects, including company and industry analysis and research on key performance indicators to help determine value.
• Work in accordance with established methodologies and processes, with direction from a project manager.
• Communicate directly, as instructed, with bank clients and appraised companies to understand company-provided information and operational challenges.
• Develop a qualitative understanding of nuances that may affect values, and review findings with company management and clients.
• Assist in producing final appraisal reports based on quantitative and qualitative findings.
• Maintain the appraisal application database to ensure accurate and timely contact, company, and project information.
• Learn and adhere to USPAP standards as they apply to Machinery & Equipment valuations.
• Uphold core values and contribute to the achievement of strategic objectives.

Requirements

• Bachelor’s degree required.
• Concentration in business, finance, supply chain, or operations management preferred.
• At least 1–2 years of previous related work experience; preferably in a manufacturing or other industrial environment. Relevant internships may be considered.
• Advanced proficiency with MS Word and Excel.
• Understanding of financial statements (income statements and balance sheets); knowledge of industrial or other asset accounting methodologies is beneficial.
• Excellent verbal and written communication skills.
• High degree of integrity and business acumen.
• Demonstrated data collection, data analysis, problem-solving, critical thinking, and project management skills.
• Self-motivated and able to work independently.
• Ability to manage multiple projects with close attention to detail.
• Ability to thrive in a fast-paced entrepreneurial environment.
• Must be willing to travel 25–35%, including some overnight, for site inspections.
• Site inspections may require moderate physical activity including walking, bending, reaching, and/or climbing to access and visually inspect equipment.

Compensation & Benefits

Competitive total compensation package including:

• Base salary and bonus plan
• Health insurance
• Dental benefits
• Generous 401(k) match
• Time off benefits
• More

Equal Opportunity & Accessibility

In compliance with the Americans with Disabilities Act (ADA), requests for reasonable accommodation with any part of the application process will be considered on a case-by-case basis. This role is an equal opportunity position.