Valuation Senior Associate Complex Financial Instrument

Withum Smith And Brown • Baltimore, MD

332d • $80,000 - $100,000 • Onsite

About The Position

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. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus! Withum's Forensic and Valuation Services practice pride themselves in understanding their clients' business strategy and needs; assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation. Withum professionals help clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value. We are currently seeking a Senior Associate focused on Complex Financial Instrument valuations to join Withum's Forensic and Valuation Services Group. The Valuation Senior Associate can be based out of any of our U.S. office locations. This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations.

Requirements

• Bachelor's degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
• 2+ years relevant experience in CFI valuations
• 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 required
• Strong interest in quantitative and economic analysis
• Advanced knowledge of Excel preferred
• Capacity to work independently on projects
• Strong analytical and problem solving skills, as well as strong verbal and written communication skills

Nice To Haves

• Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus
• Ability to program in VBA and/or other statistical package a plus

Responsibilities

• Preparing 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
• Completing data entry of tax returns and financial statements into Excel models
• Assisting in writing and preparing of reports, letters, and other client deliverables
• Assisting in review of third party appraisals for audit support purposes
• Performing macroeconomic and industry research
• Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others
• Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested
• Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis

Benefits

• Competitive benefits package
• Bonus program based on individual and firm performance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree