Withum
Valuation Senior Associate – Complex Financial Instrument
Withum, Tysons Corner, Virginia, United States
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. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Position overview We are currently seeking a Senior Valuation Associate to join Withum’s Complex Financial Instrument valuations group. The Senior Valuation 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 focuses on supporting Complex Financial Instrument valuations. Responsibilities include 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 related purposes. You will also 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 value teamwork and client service excellence and are committed to supporting personal and professional growth for all team members, clients, and 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 the review of third-party appraisals for audit support purposes Performing macroeconomic and industry research Reviewing agreements, documents, research papers, and market data 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 simulations, lattices, or other complex methods as requested Understanding and applying 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 and problem-solving skills, with solid verbal and written communication abilities Compensation and benefits
The compensation for this position varies by location. California/Washington State, Washington, D.C., or NYC regions offer a base range of $80,000 - $100,000; other locations may have different ranges. In addition to 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 role, location, and the candidate’s skills, experience, and qualifications. For more information on benefits, visit https://www.withum.com/careers/. Pursuant to the San Francisco Fair Chance Ordinance, we will consider 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 on the basis of race, color, creed, religion, ancestry, age, sex, pregnancy, genetic information, marital status, domestic partnership status, familial status, 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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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. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Position overview We are currently seeking a Senior Valuation Associate to join Withum’s Complex Financial Instrument valuations group. The Senior Valuation 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 focuses on supporting Complex Financial Instrument valuations. Responsibilities include 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 related purposes. You will also 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 value teamwork and client service excellence and are committed to supporting personal and professional growth for all team members, clients, and 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 the review of third-party appraisals for audit support purposes Performing macroeconomic and industry research Reviewing agreements, documents, research papers, and market data 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 simulations, lattices, or other complex methods as requested Understanding and applying 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 and problem-solving skills, with solid verbal and written communication abilities Compensation and benefits
The compensation for this position varies by location. California/Washington State, Washington, D.C., or NYC regions offer a base range of $80,000 - $100,000; other locations may have different ranges. In addition to 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 role, location, and the candidate’s skills, experience, and qualifications. For more information on benefits, visit https://www.withum.com/careers/. Pursuant to the San Francisco Fair Chance Ordinance, we will consider 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 on the basis of race, color, creed, religion, ancestry, age, sex, pregnancy, genetic information, marital status, domestic partnership status, familial status, 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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