Withum
Valuation Senior Associate – Complex Financial Instrument
Withum, San Ramon, California, United States, 94583
Overview
Join to apply for the
Valuation Senior Associate – Complex Financial Instrument
role at
Withum . 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. Withum's Forensic and Valuation Services practice prides itself on 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 Valuation Associate to join Withum’s Complex Financial Instrument valuations group. The Valuation Senior Associate can be based out of any of our U.S. office locations (not remote). 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. The cornerstone of our success can 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. We promote personal and professional growth for all team members, clients, and surrounding communities. 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 agreements, documents, research papers, and market research to capture salient points for modeling and communicating key drivers 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 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 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 packages 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 Compliance
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, 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.
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Join to apply for the
Valuation Senior Associate – Complex Financial Instrument
role at
Withum . 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. Withum's Forensic and Valuation Services practice prides itself on 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 Valuation Associate to join Withum’s Complex Financial Instrument valuations group. The Valuation Senior Associate can be based out of any of our U.S. office locations (not remote). 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. The cornerstone of our success can 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. We promote personal and professional growth for all team members, clients, and surrounding communities. 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 agreements, documents, research papers, and market research to capture salient points for modeling and communicating key drivers 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 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 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 packages 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 Compliance
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, 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.
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