About the position
Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today's modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 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 Manager to join Withum's Forensic and Valuation Services Group. This is a unique opportunity to play a key role in expanding Withum's presence on the West Coast and shape the future of our Forensic and Valuation Services practice. As a Senior Manager, you will not only oversee complex valuation engagements but also play a critical role in driving new business growth, developing client relationships, and positioning Withum as a market leader in the region. This is your chance to step into a highly visible role with the autonomy to shape the strategic direction of our practice, cultivate new business opportunities, and mentor the next generation of leaders. If you're looking to make a lasting impact and contribute to the firm's growth trajectory, this is the opportunity to showcase your expertise and elevate your career to the next level.
Responsibilities
- Overseeing 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
- Implementing and improving processes in performing valuations and writing and preparing of reports, letters, and other client deliverables
- Assisting in review of third-party appraisals for audit support purposes
- 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
Requirements
- Bachelor's degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
- 8+ years of performing business valuations is required
- Demonstrated experience of training, mentoring, and developing staff
- Experienced or interested in business development
- In-depth understanding of valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
- Experience in valuation of complex financial instruments is strongly preferred
- Valuation related certification including ASA, CVA, ABV, or CFA
- Advanced knowledge of Excel and Capital IQ preferred
- Ability to program in VBA and/or other statistical package a plus
- Capacity to work independently on projects
- Strong analytical and problem solving skills, as well as strong verbal and written communication skills
Nice-to-haves
- Experience in valuation of complex financial instruments is strongly preferred
- Valuation related certification including ASA, CVA, ABV, or CFA
- Advanced knowledge of Excel and Capital IQ preferred
- Ability to program in VBA and/or other statistical package a plus
Benefits
- Competitive benefits package
- Bonus program based on individual and firm performance
- Final offer amounts based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience, and qualifications
