Withum
Valuation Associate – Complex Financial Instrument
Withum, Chicago, Illinois, United States, 60290
Overview
Valuation Associate – Complex Financial Instrument at Withum. This role is based in the United States with in-office expectation of 3 days per week at one of our office locations (not remote). Withum’s Forensic and Valuation Services practice focuses on valuation, risk management, transfer pricing, economic analysis, and model validation to help clients make forward-thinking decisions and create long-lasting value. 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 communicating key drivers Assisting in the development and maintenance of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested Reviewing and gaining an understanding of the 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, 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 is a plus Strong interest in quantitative and economic analysis Advanced knowledge of Excel preferred Ability to program in VBA and/or other statistical packages is 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 varies by location. 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. For additional information on our benefits, visit our website at www.withum.com/careers/. Withum Smith+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. Seniority level
Associate Employment type
Full-time Job function
Finance and Sales Industries Accounting Referral to join Withum may increase your chance of interviewing according to our recruiting practices.
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Valuation Associate – Complex Financial Instrument at Withum. This role is based in the United States with in-office expectation of 3 days per week at one of our office locations (not remote). Withum’s Forensic and Valuation Services practice focuses on valuation, risk management, transfer pricing, economic analysis, and model validation to help clients make forward-thinking decisions and create long-lasting value. 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 communicating key drivers Assisting in the development and maintenance of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested Reviewing and gaining an understanding of the 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, 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 is a plus Strong interest in quantitative and economic analysis Advanced knowledge of Excel preferred Ability to program in VBA and/or other statistical packages is 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 varies by location. 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. For additional information on our benefits, visit our website at www.withum.com/careers/. Withum Smith+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. Seniority level
Associate Employment type
Full-time Job function
Finance and Sales Industries Accounting Referral to join Withum may increase your chance of interviewing according to our recruiting practices.
#J-18808-Ljbffr