Senior Consultant, Valuations

Armanino•San Ramon, CA

2d•Hybrid

About The Position

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Public Accounting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Armanino’s Valuation and Forensics Practice assists start-ups, private and public companies, estates, attorneys, as well as venture capital and private equity firms with business valuation, tangible asset, and custom financial modeling services. Armanino’s valuation team has a track record of delivering industry leading expertise and value to clients across a wide range of industries and consulting assignments. We are looking to add to our wickedly smart team in one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Atlanta (Georgia); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado). As a Senior Consultant, you are the technical engine of an engagement. You will build and review the models, own the day-to-day client relationship, and produce work that is defensible in front of auditors, the IRS, and other reviewers. You will also begin coaching consultants and analysts, and you will have direct access to the directors and partners who lead the practice. This is a role for someone who wants to master complex valuation work and be on a clear path to Manager.

Requirements

Minimum of 2 years progressively responsible valuations experience within a business valuation firm or valuation practice of an accounting or consulting firm
Bachelor’s degree, preferably in business, accounting, finance, statistics, mathematics, or engineering
Prior experience effectively resolving external review issues (auditors, IRS, etc.) is a plus
Relevant valuation designation(s) ASA, CFA, ABV, or CVA, or progress toward one or more of these
Advanced Excel and financial modeling skills, with hands-on experience building and reviewing DCF, market approach, option pricing, and equity allocation models
Working knowledge of market data sources such as S&P Capital IQ, Bloomberg, PitchBook, or BVR
Strong report writing skills, with the ability to explain methodology, assumptions, and conclusions clearly and concisely
Proven ability to manage multiple engagements simultaneously and deliver high-quality work on time and within scope and budget
Experience reviewing, coaching, and developing junior valuation professionals
Excellent communication skills
professional presentation skills
self-starter, cooperative attitude
team player
Detail oriented, flexible, and responsive
Must adhere to Armaino’s 50% in-office requirement

Responsibilities

Lead and deliver business valuation engagements for financial reporting (ASC 805, ASC 350/360, ASC 820, ASC 718), 409A and other tax compliance, gift and estate tax, management planning, litigation support, and M&A purposes.
Own the day-to-day execution of engagements from scoping and proposal support through final deliverable, keeping projects on budget and on schedule.
Build, populate, and review financial models, including discounted cash flow, guideline public company and guideline transaction analyses, the Option Pricing Method, PWERM, and Black-Scholes lattice models.
Identify, assess, and analyze comparable public/private companies and transactions to derive valuation multiples, using sources such as S&P Capital IQ, Bloomberg, PitchBook, and BVR.
Draft clear, well-supported narrative reports and memos that document the analysis and conclusions and withstand third-party scrutiny.
Train and guide analysts and review their work to ensure quality control, providing written and oral coaching.
Research and analyze market conditions and trends to develop valuation opinions.
Serve as the day-to-day client contact, leading data requests, management interviews, and status communications, and presenting findings to client stakeholders.
Perform audit reviews of valuations performed by other appraisers.
Respond to and resolve review comments from auditors, the IRS, and other external reviewers with well-documented support.
Contribute to the practice by enhancing template models, presenting internal training, and supporting thought leadership and recruiting efforts.