What are the responsibilities and job description for the Valuations Experienced Associate position at WithumSmith+Brown?
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 an Associate to join Withum’s Forensic and Valuation Services Group in any of our offices across the country.
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, Associates assist in projects related to economic and statistical analysis, model validation, database management, and other ad hoc quantitative assignments.
Withum’s 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 you'll 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:
- Bachelor's degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
- Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
- 1 to 2 years relevant experience in a financial analysis role
- Understanding of financial statements and business tax returns required
- Progress towards external designations such as CFA, FRM, CVA, CEIV, CPA/ABV 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
Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because they are a protected veteran.
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