Withum
Valuation Senior Associate
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Withum is a place where talent thrives. It’s a place of endless opportunities for growth and a place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries, learn new skills, connect with diverse teams to gain insight into the career you envision. Your career starts with you.
How You’ll Spend Your Time
Oversee 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.
Implement and improve processes in performing valuations and writing and preparing of reports, letters, and other client deliverables.
Assist in review of third‑party appraisals for audit support purposes.
Assist in the development, maintenance, and application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested.
Review and gain a sufficient understanding of the necessary 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.
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.
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Withum is a place where talent thrives. It’s a place of endless opportunities for growth and a place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries, learn new skills, connect with diverse teams to gain insight into the career you envision. Your career starts with you.
How You’ll Spend Your Time
Oversee 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.
Implement and improve processes in performing valuations and writing and preparing of reports, letters, and other client deliverables.
Assist in review of third‑party appraisals for audit support purposes.
Assist in the development, maintenance, and application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested.
Review and gain a sufficient understanding of the necessary 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.
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.
#J-18808-Ljbffr