Valuation Senior Associate - Deal Advisory

Responsibilities

Working as part of a small team toward the execution of various valuation engagements to ensure timely and excellent client service delivery.

• Perform and manage valuations for planning, mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, and corporate strategy.
• Combine relevant information into executive‑level findings for team members and clients.
• Prepare and/or review analyses (reports, models, and presentations) that communicate findings and recommendations to our clients concisely and effectively.
• Participate in firm initiatives and recruiting efforts.

• Bachelor’s degree in Finance or Accounting (advanced degree is a plus).
• 2 to 4 years of experience in the valuation services industry, including engagements for ASC 805 Business Combinations.
• Advanced financial modeling skills with the ability to create valuation and financial models based on a description of a financial asset, an agreement, or an operational and financial business plan.
• Advanced understanding of valuation methodologies and techniques.
• Advanced financial and accounting acumen with ability to independently develop fully customized, complex financial models.
• Excellent written and oral communication skills.
• Proficiency with Microsoft Excel, Word, and PowerPoint.
• Experience with financial databases such as S&P Capital IQ, Fact Set, or Bloomberg.

• Knowledge of numerical techniques such as Monte Carlo simulation and lattice techniques.
• Experience with valuation of derivatives, contingent consideration, convertible instruments, and/or stock‑based compensation.
• Industry knowledge in a particular sector.
• Achievement of, or progress toward, CFA, CPA, and/or ASA designations.

• Unlimited PTO.
• Comprehensive healthcare: 100% paid premiums for you and your family.
• Whole human growth: $150 monthly stipend for holistic development.
• Career advancement:
  Access to CPE credits, learning platforms, coaching, and professional development.
• Financial support:
  Up to 3% 401(k) matching and financial advisory services.
• Team and community engagement:
  Monthly social events within your market, charitable matching, and great people.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.