Withum
Valuation Senior Associate – Complex Financial Instrument
Withum, New York, New York, us, 10261
Overview
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 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. 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. 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 for modeling and communicate key drivers Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods Reviewing and gaining understanding of necessary tax and financial reporting guidance governing the analysis Qualifications
Bachelor’s Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or a similar quantitative discipline Demonstrated experience in business valuation, including exposure to complex financial instruments and capital structures Understanding of equity valuation methods such as discounted cash flow, market multiples, market transactions, 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, problem-solving, verbal, and written communication skills Compensation and benefits
The compensation for this position will vary by location. 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 factors such as the role, hiring location, and the individual’s skills, experience, and qualifications. For additional information on our benefits, visit https://www.withum.com/careers/. California ranges are from $80,000 - $100,000; NYC ranges are from $80,000 - $100,000; Maryland ranges are from $80,000 - $100,000; Massachusetts ranges are from $80,000 - $100,000; New Jersey ranges are from $80,000 - $100,000; Rhode Island ranges are from $80,000 - $100,000; Washington ranges are from $80,000 - $100,000. 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, 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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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 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. 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. 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 for modeling and communicate key drivers Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods Reviewing and gaining understanding of necessary tax and financial reporting guidance governing the analysis Qualifications
Bachelor’s Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or a similar quantitative discipline Demonstrated experience in business valuation, including exposure to complex financial instruments and capital structures Understanding of equity valuation methods such as discounted cash flow, market multiples, market transactions, 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, problem-solving, verbal, and written communication skills Compensation and benefits
The compensation for this position will vary by location. 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 factors such as the role, hiring location, and the individual’s skills, experience, and qualifications. For additional information on our benefits, visit https://www.withum.com/careers/. California ranges are from $80,000 - $100,000; NYC ranges are from $80,000 - $100,000; Maryland ranges are from $80,000 - $100,000; Massachusetts ranges are from $80,000 - $100,000; New Jersey ranges are from $80,000 - $100,000; Rhode Island ranges are from $80,000 - $100,000; Washington ranges are from $80,000 - $100,000. 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, 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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