Southeastern US Senior Analyst, Machinery & Equipment Appraisals

Overview

This role is based in the US Southeast Region. The Analyst/Appraiser is responsible for data entry and quantitative analysis to support preparation of appraisal reports and serves as part of the Machinery & Equipment team. Work includes analytical and project support such as on-site inspections, due diligence, management interviews, company and industry research, and narrative report writing in accordance with USPAP standards as they apply to Machinery & Equipment valuations.

Responsibilities

• Participate in on-the-job training to learn Machinery & Equipment terminology, concepts, practices, and procedures needed to complete a typical valuation engagement.
• Review previously prepared models and completed appraisal reports to learn the valuation process and core concepts.
• Travel for job inspections and/or client meetings, with or without another Analyst or Appraiser.
  • Take photographs during site inspections.
  • Provide 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.
• Follow established methodologies and processes under direction from a project manager.
• Communicate directly, as instructed, with bank clients and appraised companies to understand company-provided information and operational challenges.
• Develop an understanding of nuances that may affect values, and review findings with company management and clients.
• Manage multiple projects from start to finish, independently, with team support in a fast-paced, deadline-driven environment.
• Provide final appraisal reports that include quantitative and qualitative findings to clients.
• 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.

Requirements

• Located in the US Southeast Region.
• Bachelor’s degree with a concentration in business, finance, supply chain, or operations management preferred.
• Two or more years of prior work experience, preferably in a manufacturing, warehouse, or other industrial environment.
• Advanced proficiency with MS Excel and Word required; working knowledge of MS PowerPoint preferred.
• Understanding of financial statements, including income statements and balance sheets; knowledge of industrial or other asset accounting methodologies is beneficial.
• Excellent verbal and written communication skills required.
• High degree of integrity and business acumen required.
• Demonstrated analytical, presentation, problem-solving, and project management skills.
• Self-motivated and able to work independently.
• Ability to manage multiple projects simultaneously with close attention to detail.
• Ability to thrive in a fast-paced entrepreneurial environment.
• Willingness to travel up to 25%, 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 a bonus plan.
• Health insurance and dental benefits.
• Generous 401(k) match.
• Time off benefits, and more.

Location

US Southeast Region

Accessibility

In compliance with the Americans with Disabilities Act (ADA), contact Human Resources to request reasonable accommodation for any part of the application process. Requests are considered on a case-by-case basis.