Valuation Senior Associate

Cherry Bekaert • Nashville, TN

1d • $86,100 - $126,500

About The Position

Cherry Bekaert is hiring a Senior Associate for its Valuation Services practice. The role performs sophisticated valuations for a diverse client base that includes private equity firms, alternative asset managers, Business Development Companies, privately held businesses, and publicly traded companies. Areas of work include enterprise, debt, equity, and intangible asset valuations; purchase price allocations; financial statement analysis; and market research.

The Senior Associate presents valuation analyses and conclusions to clients and other stakeholders, directs engagement activity, and reviews and mentors Associate-level professionals. The position also involves analyzing business performance and risks, building and reviewing financial models, conducting market research, and preparing valuation reports and other client deliverables.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field.
• Willingness to pursue a relevant professional credential such as CFA or ASA.
• At least 2 years of demonstrated experience performing work related to fair value of debt or equity, purchase price allocations, and/or goodwill impairments within public accounting, consulting, or investment banking.
• Functional understanding of financial statement analysis, including the ability to work through key assumptions, caveats, and limitations.
• Fundamental understanding of financial valuation theory, methodologies, and applications.
• Demonstrated technical skills building or working with financial models in Microsoft Excel.
• Working knowledge of AI technologies and platforms, with an interest in leveraging innovative tools to enhance valuation analyses and engagement delivery.
• Eligibility to work in the United States; the company will not provide work sponsorship.

Responsibilities

• Perform valuations of business enterprises, debt instruments, equity securities, and hybrid or structured securities using discounted cash flow, comparable transactions, and comparable public company methodologies.
• Analyze historical financial and operating results, evaluate business trends and risks, and challenge assumptions underlying future financial projections.
• Construct and review valuation and financial models, perform financial statement analysis, and assist in developing discount rates, including WACC, IRR, and WARA.
• Perform purchase price allocations for financial reporting and/or tax purposes under U.S. GAAP.
• Review investment memoranda, investor presentations, credit and equity agreements, and financial models to understand portfolio companies and securities under analysis.
• Conduct market and industry research, develop industry growth estimates, and help prepare valuation reports and other client deliverables.
• Present analyses and conclusions to internal management, client points of contact, boards of directors, and fiduciaries.
• Direct engagement activity and provide review and mentorship to Associate-level professionals.

Benefits

• Annual bonus
• Medical, dental, and vision care
• Disability and life insurance
• Generous paid time off
• Retirement plans
• Paid Care Leave
• Other programs intended to enhance personal and work life and provide financial protection

What This Job Offers

• Job Type: Full-time
• Career Level: Senior