Valuation Credentialed & Financial Analyst

Job Title: Business Valuation Analyst 0ptometry Practice Appraisals & Deal Support Location: Remote (U.S.) Type: Full-time Compensation: Competitive base + performance bonus (commensurate with experience) Williams Group is a healthcare professional services firm serving independent optometry practice owners nationwide. We provide valuation/appraisal services, transaction support (peer-to-peer and private equity/corporate), and financial/tax advisory. We’re hiring a valuation-focused Financial Analyst to help lead and scale our appraisal and deal-support work. This role will sign off on approximately 4–5 optometry practice valuations per month and support project managers on Marketplace and Private Equity/Corporate engagements with valuation analysis and transaction support through closing. What You’ll Do • Prepare and review business valuations/appraisals for optometry practices (asset and enterprise approaches as appropriate) • Build and defend normalized EBITDA and related adjustments (add-backs, owner comp normalization, one-time items) • Develop valuation models (DCF, market multiple methods, rules-of-thumb cross-checks) and prepare client-ready reports • Support transaction teams with valuation inputs during LOI, diligence, and closing • Participate in client calls to explain assumptions, results, and value drivers clearly and credibly • Maintain valuation workpapers, documentation, and internal QA standards What Success Looks Like • Consistent, high-quality valuation reports delivered on time • Clear, well-supported EBITDA normalization and assumptions that stand up to buyer scrutiny • Faster deal cycles and improved internal handoffs to project managers Qualifications Required • ABV (or on track) or CVA credential • 3+ years of experience in one or more: business valuation, FP&A, transaction advisory, investment banking, private equity, or valuation consulting • Strong skills in Excel/financial modeling (EBITDA normalization, forecasting, scenario analysis) • Ability to write clearly and produce client-facing reports • Professional judgment and comfort owning deliverables Preferred • Experience valuing healthcare practices (optometry/dentistry/medical) or other professional service businesses • Familiarity with SBA lending constraints and how lenders evaluate cash flow • Experience supporting transactions through LOI and close Tools & Work Style • Excel / Skillora 365 (Teams, SharePoint) • QuickBooks Online familiarity is helpful (not required) • You’ll work closely with our Transitions and Financial teams; this is a high-trust role with meaningful autonomy. Submit your resume and a brief note highlighting: • Valuation/transaction work you’ve owned, • Your experience with EBITDA normalization, and • Any credentials (ABV/ASA/CFA/CVA) or progress toward them. Pay: From $80,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Paid time off • Vision insurance Experience: • Valuation: 3 years (Required) License/Certification: • ABV (Required) • Certified Valuation Analyst (Required) Work Location: Remote