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Withum

Valuation Senior Associate

Withum, San Francisco, California, United States, 94199

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Overview

Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now. 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. We are currently seeking a Senior Associate to join Withum’s Forensic and Valuation Services Group. 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. The engagements will be performed 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.

Responsibilities

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 of reports, letters, and other client deliverables

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

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

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/.

Equal Opportunity Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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.

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