Valuation Associate – Complex Financial Instrument

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. Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus! 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 an experienced Valuation Associate to join Withum’s Complex Financial Instrument valuations group. The 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 will be primarily focused on supporting Complex Financial Instrument valuations. Associates may have the opportunity to 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. 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 of 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 with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others 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 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 towards external designations such as CFA, FRM, CVA, CEIV, CPA/ABV 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. 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. 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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