WithumSmith+Brown
Valuation Senior Associate – Complex Financial Instrument
WithumSmith+Brown, Baltimore, Maryland, United States, 21276
Locations
Baltimore, Maryland, United States; Boca Raton, Florida, United States; Boston, Massachusetts, United States; East Brunswick, New Jersey, United States; Irvine, California, United States; Los Angeles, California, United States; Nashville, Tennessee, United States; New York, New York, United States; Orlando, Florida, United States; Philadelphia, Pennsylvania, United States; Princeton, New Jersey, United States; Providence, Rhode Island, United States; Red Bank, New Jersey, United States; Saddle Brook, New Jersey, United States; San Diego, California, United States; San Francisco, California, United States; San Ramon, California, United States; Washington, District of Columbia, United States; Whippany, New Jersey, United States; Woburn, Massachusetts, United States
Overview Withum is a place where talent thrives - where who you are matters.It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!
Withum's Forensic and Valuation Services practice pride themselves in understanding their clients’ business strategy and needs; assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation. Withum professionals help clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value.
We are currently seeking a
Senior Associate
focused on
Complex Financial Instrument
valuations to join Withum’s Forensic and Valuation Services Group. The Valuation Senior Associate can be based out of any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Baltimore, MD; Bethesda, MD; Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Portland, OR; Seattle, WA). This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations.
This role will be primarily focused on supporting Complex Financial Instrument valuations. Senior Associates work on a variety of assignments, including taking substantial responsibility in performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities/derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes. Additionally, Senior Associates assist in projects related to economic and statistical analysis, model validation, database management, and other ad hoc quantitative assignments.
Withum’s brand is a reflection of our people, our culture and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live theWithum Way , promoting personal and professional growth for all team members, clients, and surrounding communities.
Responsibilities How you'll spend your time:
Preparing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel
Completing data entry of tax returns and financial statements into Excel models
Assisting in writing and preparing of reports, letters, and other client deliverables
Assisting in review of third-party appraisals for audit support purposes
Performing macroeconomic and industry research
Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others
Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested
Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis
Qualifications The kinds of people we want to talk to have many of the following:
Bachelor's Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
2+ years relevant experience in CFI valuations
Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
Understanding of financial statements and business tax returns required
Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus
Strong interest in quantitative and economic analysis
Advanced knowledge of Excel preferred
Ability to program in VBA and/or other statistical package a plus
Capacity to work independently on projects
Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
The compensation for this position will vary by location. If you reside in California, Washington State, Washington, D.C., or NYC, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience, and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.
California/Washington State ranges are from $80,000 - $100,000; Washington, D.C. ranges are from $80,000 - $100,000; NYC ranges are from $80,000 - $100,000.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the State of Colorado.
WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As set forth in WithumSmith+Brown’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Select...
Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026
Public Burden Statement: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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Overview Withum is a place where talent thrives - where who you are matters.It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!
Withum's Forensic and Valuation Services practice pride themselves in understanding their clients’ business strategy and needs; assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation. Withum professionals help clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value.
We are currently seeking a
Senior Associate
focused on
Complex Financial Instrument
valuations to join Withum’s Forensic and Valuation Services Group. The Valuation Senior Associate can be based out of any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Baltimore, MD; Bethesda, MD; Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Portland, OR; Seattle, WA). This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations.
This role will be primarily focused on supporting Complex Financial Instrument valuations. Senior Associates work on a variety of assignments, including taking substantial responsibility in performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities/derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes. Additionally, Senior Associates assist in projects related to economic and statistical analysis, model validation, database management, and other ad hoc quantitative assignments.
Withum’s brand is a reflection of our people, our culture and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live theWithum Way , promoting personal and professional growth for all team members, clients, and surrounding communities.
Responsibilities How you'll spend your time:
Preparing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel
Completing data entry of tax returns and financial statements into Excel models
Assisting in writing and preparing of reports, letters, and other client deliverables
Assisting in review of third-party appraisals for audit support purposes
Performing macroeconomic and industry research
Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others
Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested
Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis
Qualifications The kinds of people we want to talk to have many of the following:
Bachelor's Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
2+ years relevant experience in CFI valuations
Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
Understanding of financial statements and business tax returns required
Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus
Strong interest in quantitative and economic analysis
Advanced knowledge of Excel preferred
Ability to program in VBA and/or other statistical package a plus
Capacity to work independently on projects
Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
The compensation for this position will vary by location. If you reside in California, Washington State, Washington, D.C., or NYC, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience, and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.
California/Washington State ranges are from $80,000 - $100,000; Washington, D.C. ranges are from $80,000 - $100,000; NYC ranges are from $80,000 - $100,000.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the State of Colorado.
WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As set forth in WithumSmith+Brown’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Select...
Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026
Public Burden Statement: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
#J-18808-Ljbffr