Withum
Valuation 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.
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.
Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding 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 various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicating the key drivers to others
Assisting in the development, maintenance, and 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 a 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, 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. If you reside in any of the below states, please see below. 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, and the individual’s skills, experience, and qualifications.
California ranges are from $65,000 - $80,000
NYC ranges are from $65,000 - $80,000
Illinois ranges are from $65,000 - $80,000
Maryland ranges are from $65,000 - $80,000
Massachusetts ranges are from $65,000 - $80,000
New Jersey ranges are from $65,000 - $80,000
Rhode Island ranges are from $65,000 - $80,000
Washington ranges are from $65,000 - $80,000
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, (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.
Base pay range $65,000.00/yr - $80,000.00/yr
Seniority level: Associate
Employment type: Full‑time
Job function: Finance and Sales
#J-18808-Ljbffr
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.
Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding 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 various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicating the key drivers to others
Assisting in the development, maintenance, and 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 a 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, 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. If you reside in any of the below states, please see below. 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, and the individual’s skills, experience, and qualifications.
California ranges are from $65,000 - $80,000
NYC ranges are from $65,000 - $80,000
Illinois ranges are from $65,000 - $80,000
Maryland ranges are from $65,000 - $80,000
Massachusetts ranges are from $65,000 - $80,000
New Jersey ranges are from $65,000 - $80,000
Rhode Island ranges are from $65,000 - $80,000
Washington ranges are from $65,000 - $80,000
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, (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.
Base pay range $65,000.00/yr - $80,000.00/yr
Seniority level: Associate
Employment type: Full‑time
Job function: Finance and Sales
#J-18808-Ljbffr