Financial Services Business Valuation Consultant

Deloitte • New York, NY

2d • $102,500 - $170,900

About The Position

Deloitte’s Strategy & Transactions team provides end-to-end support and advisory services for clients’ critical business moments and transformational initiatives. The Valuation & Modeling team supports business planning, transactions, operational improvements, tax and regulatory matters, mergers and acquisitions, litigation, bankruptcy, risk management, and audit fair value measurements.

As a Consultant on the Complex Securities team, you will support Deloitte audit teams and non-audit clients by valuing complex equity and debt securities for regulatory, financial reporting, and tax purposes. The role includes building and reviewing financial models, analyzing financial statements, conducting company and industry research, and preparing reports and supporting analyses. You will communicate with stakeholders about project scope, valuation methods, assumptions, and deliverables; supervise and guide junior team members; and support other Valuation & Modeling engagements as needed. The position requires the ability to manage multiple complex securities valuation engagements and may involve travel averaging 30%.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Quantitative Finance, Financial Engineering, Mathematics, or Statistics.
• At least 2 years of business valuation and intangible asset valuation consulting experience.
• At least 2 years of experience in complex securities valuation financial modeling, managing client relationships, creating and delivering client service work, and communicating and presenting complex technical issues to non-technical internal and external clients.
• Experience applying complex securities valuation methodologies, including Black-Scholes, lattice, and Monte Carlo simulation modeling.
• Leadership experience in project management and executing valuation engagements.
• Ability to execute multiple simultaneous complex securities valuation engagements.
• Experience using AI-enabled tools and digital technologies to improve efficiency, support analysis, and enhance work-product quality.
• Ability to travel an average of 30%, based on work and clients served.
• Must be legally authorized to work in the United States without employer sponsorship now or in the future.
• Ability to work independently and collaboratively as part of a team.
• Effective written and verbal communication skills; strong interpersonal skills and professional demeanor.
• Meticulous attention to detail and quality of work product.
• Ability to build and sustain professional relationships, lead projects or workstreams, manage and prioritize multiple tasks in a fast-paced environment, meet deadlines, and provide clear guidance to others.

Nice To Haves

• Master’s degree in Quantitative Finance or Financial Engineering.
• CFA.
• Experience with VBA, @Risk, and other financial modeling tools.

Responsibilities

• Support audit teams and non-audit clients with valuations of complex equity and debt securities for regulatory, financial reporting, and tax matters.
• Build and review financial models, analyze financial statements, conduct industry and company research, and prepare written reports and supporting analyses.
• Communicate with internal and external stakeholders about project scope, valuation approach, key assumptions, and deliverables.
• Supervise junior staff and Consultants, review their work products, and provide guidance to support quality and consistency.
• Support other Deloitte Valuation & Modeling engagements as needed, based on client and business priorities.
• Lead project management and execute valuation engagements, including multiple simultaneous complex securities valuation engagements.

Benefits

• Deloitte offers employees a broad range of benefits.
• Professional development opportunities, including on-the-job learning, formal development programs, leadership opportunities, and mentorship.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level