Withum
Valuation Senior Associate – Complex Financial Instrument
Withum, Baltimore, Maryland, United States, 21276
Overview
Valuation Senior Associate – Complex Financial Instrument role at Withum. The Senior Valuation Associate can be based out of any of our U.S. office locations. This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations. Responsibilities
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 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 to capture salient points and communicate key drivers to others Assisting in the development and maintenance of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested Reviewing and understanding the tax and financial reporting guidance governing the analysis Qualifications
Bachelor's Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline Demonstrated experience in business valuation, ideally including exposure to complex financial instruments and capital structures 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 Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA is a plus Strong interest in quantitative and economic analysis Advanced knowledge of Excel Ability to program in VBA and/or other statistical packages is a plus Ability to work independently on projects Strong analytical and problem-solving skills, with strong verbal and written communication skills The compensation for this position will vary by location. Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on location, role, and the individual’s skills and qualifications. For more information on benefits, visit the Withum careers site. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records. WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against applicants on the basis of protected characteristics. Seniority level
Associate Employment type
Full-time Job function
Finance and Sales Industries
Accounting
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Valuation Senior Associate – Complex Financial Instrument role at Withum. The Senior Valuation Associate can be based out of any of our U.S. office locations. This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations. Responsibilities
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 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 to capture salient points and communicate key drivers to others Assisting in the development and maintenance of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested Reviewing and understanding the tax and financial reporting guidance governing the analysis Qualifications
Bachelor's Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline Demonstrated experience in business valuation, ideally including exposure to complex financial instruments and capital structures 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 Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA is a plus Strong interest in quantitative and economic analysis Advanced knowledge of Excel Ability to program in VBA and/or other statistical packages is a plus Ability to work independently on projects Strong analytical and problem-solving skills, with strong verbal and written communication skills The compensation for this position will vary by location. Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on location, role, and the individual’s skills and qualifications. For more information on benefits, visit the Withum careers site. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records. WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against applicants on the basis of protected characteristics. Seniority level
Associate Employment type
Full-time Job function
Finance and Sales Industries
Accounting
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