Withum
Valuation Senior Associate – Complex Financial Instrument
Withum, Irvine, California, United States, 92713
Overview
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, and connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Withum's Forensic and Valuation Services practice understands clients’ business strategy and needs, assisting companies in valuation, risk management, transfer pricing, economic analysis, and model validation. We help clients make forward-thinking decisions about strategy, operations and compliance to create long-lasting value. We are currently seeking a Senior Valuation Associate to join Withum’s Complex Financial Instrument valuations group. The Valuation Senior Associate can be based out of any U.S. office location (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. Responsibilities
Prepare 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 Complete data entry of tax returns and financial statements into Excel models Assist in writing and preparing reports, letters, and other client deliverables Assist in review of third-party appraisals for audit support purposes Perform macroeconomic and industry research Review various agreements, documents, research papers, and market research to capture salient points for modeling and communicate key drivers Assist in the development and maintenance of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested Review and gain understanding of tax and financial reporting guidance governing the analysis Qualifications
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 Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus Strong interest in quantitative and economic analysis Advanced knowledge of Excel Ability to program in VBA or other statistical packages is a plus Capacity to work independently on projects Strong analytical and problem-solving skills with good verbal and written communication Compensation and Benefits
The compensation for this position will vary by location. 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 factors such as role, location, and the individual’s skills, experience, and qualifications. For more information on our benefits, visit our website at https://www.withum.com/careers/. Employee location specifics by state ranges: California, NYC, Maryland, Massachusetts, New Jersey, Rhode Island, Washington ranges are from $80,000 - $100,000. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records. We will be selective about remote work policies; remote work opportunities are limited by location and regulatory considerations. 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 law. Job Details
Seniority level: Associate Employment type: Full-time Job function: Finance and Sales Industries: Accounting Referrals increase your chances of interviewing at Withum. Get notified about new Valuation Associate jobs in Irvine, CA.
#J-18808-Ljbffr
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, and connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Withum's Forensic and Valuation Services practice understands clients’ business strategy and needs, assisting companies in valuation, risk management, transfer pricing, economic analysis, and model validation. We help clients make forward-thinking decisions about strategy, operations and compliance to create long-lasting value. We are currently seeking a Senior Valuation Associate to join Withum’s Complex Financial Instrument valuations group. The Valuation Senior Associate can be based out of any U.S. office location (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. Responsibilities
Prepare 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 Complete data entry of tax returns and financial statements into Excel models Assist in writing and preparing reports, letters, and other client deliverables Assist in review of third-party appraisals for audit support purposes Perform macroeconomic and industry research Review various agreements, documents, research papers, and market research to capture salient points for modeling and communicate key drivers Assist in the development and maintenance of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested Review and gain understanding of tax and financial reporting guidance governing the analysis Qualifications
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 Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus Strong interest in quantitative and economic analysis Advanced knowledge of Excel Ability to program in VBA or other statistical packages is a plus Capacity to work independently on projects Strong analytical and problem-solving skills with good verbal and written communication Compensation and Benefits
The compensation for this position will vary by location. 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 factors such as role, location, and the individual’s skills, experience, and qualifications. For more information on our benefits, visit our website at https://www.withum.com/careers/. Employee location specifics by state ranges: California, NYC, Maryland, Massachusetts, New Jersey, Rhode Island, Washington ranges are from $80,000 - $100,000. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records. We will be selective about remote work policies; remote work opportunities are limited by location and regulatory considerations. 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 law. Job Details
Seniority level: Associate Employment type: Full-time Job function: Finance and Sales Industries: Accounting Referrals increase your chances of interviewing at Withum. Get notified about new Valuation Associate jobs in Irvine, CA.
#J-18808-Ljbffr