Withum
Valuation Senior Associate – Complex Financial Instrument
Withum, Columbia, Maryland, United States, 21046
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 understands 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 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; Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Seattle, WA; Columbia, MD; Tysons Corner, VA). 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 focused on supporting Complex Financial Instrument valuations. Senior Associates work on assignments including 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 reflects our people, culture and strength. We are known for teamwork and client service excellence, and our mission is to help clients grow and thrive. We are committed to promoting personal and professional growth for all team members, clients, and communities.
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 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 and maintenance of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested Reviewing and understanding 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 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 toward 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 any of the states listed, please see below. In addition to base compensation, Withum offers a competitive benefits package and bonus program based on individual and firm performance. Final offer amounts are based on multiple factors such as the role, hiring location, and the individual’s skills and qualifications. For additional information on our benefits, visit the Withum careers site. Equality and compliance
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, genetic information, marital status, domestic partnership status, familial status, sexual orientation, gender identity, citizenship status, national origin, disability or veteran status, or any other classification protected by law. Seniority level
Associate Employment type
Full-time Job function
Finance and Sales Industries Accounting Referrals increase your chances of interviewing at Withum by 2x
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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 and maintenance of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested Reviewing and understanding 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 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 toward 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 any of the states listed, please see below. In addition to base compensation, Withum offers a competitive benefits package and bonus program based on individual and firm performance. Final offer amounts are based on multiple factors such as the role, hiring location, and the individual’s skills and qualifications. For additional information on our benefits, visit the Withum careers site. Equality and compliance
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, genetic information, marital status, domestic partnership status, familial status, sexual orientation, gender identity, citizenship status, national origin, disability or veteran status, or any other classification protected by law. Seniority level
Associate Employment type
Full-time Job function
Finance and Sales Industries Accounting Referrals increase your chances of interviewing at Withum by 2x
#J-18808-Ljbffr