Senior Consultant, Valuation Services

Forvis Mazars, LLP•New York, NY

1d•$94,100 - $156,800

About The Position

The Valuation team provides independent, technically sound valuations tailored to clients’ needs across industries. The work supports financial and tax reporting, estate planning, business transactions, and strategic decision-making, with valuations aligned to applicable regulatory standards. The Senior Consultant performs and supports valuations of businesses, securities, intangible assets, partnership interests, derivatives, options, warrants, private credit instruments, and other illiquid investments. The role develops and evaluates complex financial and valuation models, researches markets and comparable companies, analyzes financial and operating information, and prepares reports and other materials explaining valuation methods and conclusions. The Senior Consultant also engages with clients and management teams, manages multiple engagements, and mentors junior professionals.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or a related field.
At least two years of business valuation-related experience.
Proficiency in Microsoft Office Suite.

Nice To Haves

Master’s degree.
Current and valid professional business credential(s), including one or more of ASA/AM, CPA/ABV, CVA, AVA, or CFA.
Experience with online databases, particularly Capital IQ Pro (formerly SNL Financial).
Strong company-specific, industry, and economic research skills.

Responsibilities

Perform analyses and valuations of businesses, equity and debt securities, intangible assets, partnership interests, derivatives, options, warrants, private credit instruments, and other illiquid investments for financial reporting, tax compliance, transaction support, and strategic decision-making.
Build, update, and evaluate complex valuation and financial models using techniques such as discounted cash flow, guideline public company analyses, precedent transactions, market multiples, option pricing models, and Monte Carlo simulations.
Assess financial statements, operating results, historical and projected cash flows, business forecasts, management assumptions, strategic plans, and market benchmark data to develop supportable valuation conclusions and identify key value drivers.
Research industries, markets, economic conditions, transactions, and comparable companies, including peer performance, mergers and acquisitions, competitive positioning, and market trends.
Develop valuation reports, technical memoranda, client presentations, proposals, schedules, and supporting materials that clearly communicate analyses, methodologies, and conclusions.
Engage with clients and management teams through interviews, diligence sessions, and discussions to obtain relevant information, evaluate assumptions, and present valuation findings and recommendations.
Oversee multiple valuation engagements and projects by managing priorities, coordinating resources, monitoring deliverables, and maintaining project timelines.
Lead and mentor associates, interns, and other junior professionals by providing technical guidance, reviewing work, supporting professional development, and coaching on valuation concepts and project execution.