Financial Services Business Valuation Consultant
About The Position
Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact. Are you interested in helping clients, ranging from medium-sized businesses to large multinational corporations, solve complex business and transaction issues? As a professional in our business valuation practice you will have an opportunity to gain valuable experience working with leading valuation specialists to help our clients understand, analyze, and respond to various business opportunities and challenges.
Requirements
- Bachelor's degree in Finance, Economics, or Accounting; an MBA and/or CFA designation is a plus
- 2+ years of business valuation and intangible asset valuation consulting experience serving Financial Services clients in the Banking and Insurance sectors
- Demonstrated experience providing client-facing valuation analyses to third-party clients in a consulting or advisory environment
- Demonstrated knowledge of working under ASC 805 and ASC 350, including purchase price allocations, goodwill valuations, and impairment analyses for financial reporting purposes
- Experience conducting valuations for tax purposes across federal, state, local, international, and personal tax matters, including tax purchase price allocations
- Experience applying cost, market, and income valuation approaches and methodologies, including discounted cash flow/dividend discount model, guideline public company, guideline transaction, excess earnings, relief from royalty, with-and-without, comparative sales, replacement cost, and capital asset pricing model methodologies
- Experience building financial models to value common stock, business entities, intangible assets, and other financial instruments, as well as conducting client, economic, industry, competitor, and ratio analyses
- Experience preparing and reviewing valuation reports, exhibits, letters, and other client deliverables; proficiency with Microsoft Excel, Microsoft Word, and Microsoft PowerPoint
- Experience using artificial intelligence (AI)-enabled tools and digital technologies to improve efficiency, support analysis, and enhance the quality of work products
- Experience supervising, training, and developing junior staff and assessing performance
- Ability to travel 30%, on average, based on the work you do and the clients you serve
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Nice To Haves
- MBA and/or CFA designation is a plus
Responsibilities
- Performing financial reporting valuations for business combinations, including purchase price allocations, enterprise values, intangible assets, and legal entities
- Supporting goodwill and indefinite-lived and long-lived asset impairment analyses for financial reporting purposes
- Conducting valuations for tax purposes across federal, state, local, international, and personal tax matters, including tax purchase price allocations
- Assisting clients with business plan development, strategic investment decisions, and other financial objectives through valuation analyses
- Preparing valuations for derivative securities, debt instruments, employee stock option plans, and regulatory or compliance purposes
Benefits
- Discretionary annual incentive program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
