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Valuation Senior Associate – Complex Financial Instrument
Valuation Senior Associate – Complex Financial InstrumentWithumSmith+Brown • Los Angeles, California, USA
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Valuation Senior Associate – Complex Financial Instrument

Valuation Senior Associate – Complex Financial Instrument

WithumSmith+Brown • Los Angeles, California, USA
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  • [job_card.full_time]
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Withum is a place where talent thrives - where who you are 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 - thats the Power in the Plus!

Withums 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 Valuation Associate to join Withums Complex Financial Instrument valuations group. The Valuation Senior Associate can be based out of any of our U.S. office locations (New York NY; Philadelphia PA; Boston MA; Braintree MA; Woburn MA; Princeton NJ; Whippany NJ; East Brunswick NJ; Red Bank NJ; Saddle Brook NJ; Providence RI; Nashville TN; Boca Raton FL; Orlando FL; San Diego CA; Los Angeles CA; Orange County CA; San Francisco CA; San Ramon CA; Seattle WA; Columbia MD; Tysons Corner VA). This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations.

This role will be primarily focused on supporting Complex Financial Instrument valuations. Senior Associates work on a variety of assignments including taking substantial responsibility in performing equity valuations or complex security valuations (stock options warrants convertible debt other complex securities / derivatives etc.) for financial reporting tax compliance transaction advisory and other purposes. Additionally Senior Associates assist in projects related to economic and statistical analysis model validation database management and other ad hoc quantitative assignments.

Withums brand is a reflection of our people our culture and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way promoting personal and professional growth for all team members clients and surrounding communities.

How youll spend your time :

  • 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

The kinds of people we want to talk to have many of the following :

  • Bachelors Degree in Business Economics Finance Mathematics Statistics Accounting or similar quantitative discipline
  • Demonstrated experience in business valuation ideally including exposure to complex financial instruments and capital structures
  • 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
  • Progress towards external designations such as CFA CVA CPA / ABV or ASA a plus
  • Strong interest in quantitative and economic analysis
  • Advanced knowledge of Excel 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
  • The compensation for this position will vary by location. If you reside in any of the below states please see addition to the base compensation Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role hiring location as well as the individuals skills experience and qualifications. For additional information on our benefits visit our website at ranges are from $80000 - $100000

    NYC ranges are from $80000 - $100000

    Maryland ranges are from $80000 - $100000

    Massachusetts ranges are from $80000 - $100000

    New Jersey ranges are from $80000 - $100000

    Rhode Island ranges are from $80000 - $100000

    Washington ranges are from $80000 - $100000

    Pursuant to the San Francisco Fair Chance Ordinance we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the States of Colorado Oregon & New York.

    #LI-MD1; #LI-Hybrid

    WithumSmithBrown PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race color creed religion ancestry age sex (including pregnancy) genetic information marital status domestic partnership status familial status affectional or sexual orientation gender identity citizenship status national origin disability or handicap veteran status weight height or any other classification protected by federal state or local law.

    Required Experience :

    Senior IC

    Key Skills

    Anti Money Laundering,Dynamics AX,HR & Payroll,Corporate Communications,Instrumentation Engineering,Accident Investigation

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 80000 - 100000

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