Valuation Senior Associate - Deal Advisory

Embark • Houston, MS

81d

About The Position

Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality.

Requirements

• Bachelor’s degree in Finance or Accounting (advanced degree is a plus)
• 2 to 4 years of experience in the valuation services industry including engagements for ASC 805 Business Combinations.
• Advanced financial modeling skills with the ability to create valuation & financial models based on a description of a financial asset, an agreement, or an operational and financial business plan.
• Advanced understanding of valuation methodologies and techniques.
• Advanced financial & accounting acumen with ability to independently develop fully customized, complex financial models.
• Excellent written and oral communication skills.
• Proficiency with Microsoft Excel, Word, and PowerPoint.
• Experience with financial databases such as S&P Capital IQ, FactSet, or Bloomberg.

Nice To Haves

• Knowledge of numerical techniques such as Monte Carlo simulation and lattice techniques.
• Experience with valuation of derivatives, contingent consideration, convertible instruments, and/or stock based compensation.
• Industry knowledge in a particular sector.
• Achievement of, or progress towards, CFA, CPA, and/or ASA designations.

Responsibilities

• Working as part of a small team toward execution of various valuation engagements to ensure timely and excellent client service delivery.
• Perform and manage valuations for planning; mergers and acquisitions; financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy.
• Combine relevant information into executive-level findings for team members and clients.
• Prepare and/or review analyses (reports, models, and presentations) that communicate findings and recommendations to our clients concisely and effectively.
• Participating in firm initiatives and recruiting efforts.

Benefits

• Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions.
• Comprehensive healthcare: 100% paid premiums for you and your family.
• Whole human growth: $150 monthly stipend for holistic development.
• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development.
• Financial support: Up to 3% 401(k) matching and financial advisory services.
• Team and community engagement: Monthly social events within your market, charitable matching, and great people!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees