About Us:

At Adamy Valuation, we solve meaningful financial problems. We are a trusted partner to companies and their advisors nationwide, providing valuation-based solutions for business growth and transitions. Our expertise supports key initiatives such as succession planning, ESOPs, mergers and acquisitions, shareholder transitions, equity incentive plans, shareholder litigation, divorce, and other situations where ownership value plays a critical role in decision-making for private companies.

Our work requires us to understand businesses in depth, work through complex financial and ownership issues, and develop conclusions and insights our clients can rely on. In many situations, our perspective also helps business owners understand what drives value, build stronger businesses, create more options, and preserve flexibility for the future.

We make the complex simple, provide value beyond the valuation, and bring the perspective gained from having a front-row seat to nearly every type of ownership transition.

We work at a high level because our clients expect it and because we expect it from ourselves. We hold a high bar for technical excellence, sound judgment, and follow-through. Our culture is built on our core values: Unbiased Integrity, Growth Mindset, Accountable to the Team, Tenacious Commitment to Quality, and Intrepid Confidence. These values shape how we operate, how we show up for our clients, and how we push each other to grow.

Adamy offers a fast-paced, collaborative environment where Analysts are expected to learn quickly, contribute meaningfully, and take ownership of their work. This is a place for people who are motivated by challenge, thrive under pressure, embrace feedback, and take pride in delivering excellent work.

Position Overview:

 The Senior Analyst will play an important role in Adamy’s Employee Stock Ownership Plan (ESOP) practice, supporting valuation and transaction opinion engagements while also contributing to our other practices as needed. This position requires prior business valuation experience, including direct involvement in ESOP engagements, and offers the opportunity to tackle complex financial assignments with increasing independence.

The role combines technical financial analysis and valuation modeling with business and market research, report writing, problem solving, project execution, and extensive client interaction. Assignments span annual ESOP valuations; ESOP implementation, follow-on, releveraging, and termination transactions; and select ESOP advisory engagements. Through this work, the Senior Analyst will gain impactful exposure to the businesses, people, and decisions made behind employee ownership. 

Success requires strong technical capabilities, an understanding of business value drivers, creative thinking, and the ability to translate complex financial information into clear, well-supported conclusions. The Senior Analyst must critically assess valuation assumptions, investigate key issues, and produce work that withstands scrutiny from a third party. Managing multiple engagements and competing priorities while meeting billable hour expectations will require precision, accountability, and discipline.

This is a demanding, hands-on opportunity to deepen technical expertise, assume greater responsibility for client engagements, and help shape a well-founded but expanding practice. Senior Analysts collaborate closely with colleagues, mentor less experienced analysts, and take an active role in their own professional development. Those who demonstrate curiosity, initiative, and consistently strong performance will have opportunities to broaden their responsibilities and directly contribute to Adamy’s growth.

Key Responsibilities: 

• Deliver Accurate Valuation and Financial Models: Produce accurate, detailed, well-organized financial models that drive reliable decision-making.
• Produce High-Quality Valuation Reports: Deliver clear, comprehensive reports that accurately present assumptions, methodologies, and conclusions aligned with client needs and compliance standards.
• Prepare and Execute Successful Client Meetings: Drive successful client meetings through thorough preparation, active engagement, and thoughtful anticipation and response to client needs and questions.
• Proactive Project and Communication Management: Effectively manage multiple projects by balancing deadlines, resources, budget, and scope to ensure timely and high-quality delivery. Communicate proactively with internal and external teams,      providing regular updates and addressing challenges promptly.
• Achieve Targeted Billable Hours: Regularly assess capacity and adjust project priorities to consistently meet billable hour targets while maintaining high-quality deliverables.
• Execute Highly Technical Work with Advanced Poblem-Solving: Apply advanced technical skills to solve complex valuation challenges and deliver high-quality technical outputs.
• Cultivate Growth and Development: Foster a culture of continuous growth, adaptability, and high-impact contributions that support personal, team, and organizational advancement.

Required Qualifications:

We’re not just looking for resumes. We’re looking for people who are energized by challenge, eager to learn, and ready to contribute. The strongest candidates will bring:

• A bachelor’s degree in finance, accounting, economics, or a related field.
• At least 1-3 years of experience in a relevant field such as business valuation, investment banking, or a closely-related client service role.
• Prior valuation experience with ESOPs is required. 
• Strong, technical, analytical, and critical thinking skills, including the ability to interpret data and apply sound judgment when direction is limited.
• Excellent written and verbal communication skills.
• Strong attention to detail and a high standard for accuracy and completeness.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Thrives in growth-oriented, innovative environment,      embraces feedback, and sees challenges as opportunities for learning and growth.
• Professional presence and collaborative attitude,      with the ability to contribute effectively in both independent and team settings.
• Willingness to travel nationwide on an as-needed basis.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.

Work Environment and Benefits:

• People-Centered Culture: We balance high expectations with high support. Our team-first approach includes flexibility, collaboration, and benefits like a contribution-based bonus program, summer half-day Fridays, paid continuing education, and credentialing support (ABV, ASA, and others).
• Hands-On Learning from Experts: Work closely with experienced professionals who are deeply engaged in the work. You’ll have access to mentors who push you to think critically and perform at a high level.
• Clear Expectations, Competitive Rewards: We offer a competitive salary and bonus structure with contribution-based bonuses.
• Comprehensive Benefits: Access to generous benefits including health, dental, 401(k) matching, paid parental leave, and more.