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Withum

Valuation Senior Associate

Withum, San Diego, California, United States, 92189

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Valuation Senior Associate

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Withum

Withum’s Forensic and Valuation Services practice helps clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value. We are currently seeking a

Senior Associate

in the Forensic and Valuation Services Group within the Corporate Value Consulting Team. The Valuation Senior Associate can be based out of any US office location.

Overview The Senior Associate will work on a variety of assignments, including 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. Engagements will be for mostly medium-sized businesses to large multinational corporations. The Senior Associate should demonstrate the ability to provide excellent client service and assist the growth of team members in developing technical skills and professional competency.

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success is the dedication of professionals who work here every day to help our clients grow and thrive.

How You’ll Spend Your Time

Overseeing 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

Implementing and improving processes in performing valuations and writing and preparing client deliverables (reports, letters, etc.)

Assisting in review of third-party appraisals for audit support purposes

Assisting in the development, maintenance, and 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

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 of performing valuations for financial reporting purposes (ASC 805, ASC 305, ASC 820, ASC 718) is required

In-depth understanding of valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing

Experience in valuation of complex financial instruments is strongly preferred

Valuation related certification including ASA, CVA, ABV, CEIV, or CFA

Advanced knowledge of Excel and Capital IQ 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

Compensation and benefits : The compensation for this position will vary by location. If you reside in any of the below states, 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/ .

State ranges include: California/Washington, Washington, D.C., NYC, Illinois, Maryland, Massachusetts, New Jersey, Rhode Island, and other locations. The company also adheres to the San Francisco Fair Chance Ordinance and is an equal opportunity employer that does not discriminate on protected characteristics.

Seniority level

Associate

Employment type

Full-time

Job function

Finance and Sales

Industries

Accounting

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Get notified about new Valuation Associate jobs in

San Diego, CA .

San Diego County, CA $90,000.00-$115,000.00

Chula Vista, CA $29.00-$36.00

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