Associate : SBA Valuation

3 months ago


Bengaluru, India Withum Full time

Looking to work at a firm with unbeatable culture?

Withum is a forward-thinking, technology-driven advisory and accounting firm. Founded in 1974 with headquarters in Princeton, NJ, the firm has additional offices located in major financial centers, including Boston, MA; New York City, NY; Philadelphia, PA; Washington, DC.; Orlando, FL; and Orange County, CA. It’s a place where innovation and curiosity thrive. At Withum, you can design a long-term career path with professional experiences that meet your distinct interests.

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 Entry Level Associate to join Withum’s Forensic and Valuation Services Group in any of our offices.


How You’ll Spend Your Time:

  • Preparing valuation analyses and reports to financial institutions for small business transactions financed through the U.S. SBA 7(a) program primarily in Excel/Word
  • Completing data entry of tax returns and financial statements into Excel models
  • Assisting in writing and preparing of reports, letters, and other client deliverables
  • 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
  • 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:

  • Bachelor's degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
  • Previous experience with business valuations for SBA or other lending purposes desired
  • Understanding of business valuations specifically for small businesses (less than $5 million in revenues)
  • Understanding of equity valuation methods such as discounted cash flow, market multiple, and market transactions (familiarity with DealStats a plus)
  • Understanding normalization adjustments to financial statements such as officer’s compensation and market rent adjustments
  • Understanding of financial statements and business tax returns required
  • Progress towards external designations such as CVA, CFA, ASA, or CPA/ABV a plus
  • Strong interest in quantitative and economic analysis
  • Advanced knowledge of Excel preferred
  • Capacity to work independently on business valuations
  • Strong analytical and problem solving skills, as well as strong verbal and written communication skills


Be in a Position of StrengthSM. Start your career at Withum.


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. 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 State of Colorado.



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    Looking to work at a firm with unbeatable culture?Withum is a forward-thinking, technology-driven advisory and accounting firm. Founded in 1974 with headquarters in Princeton, NJ, the firm has additional offices located in major financial centers, including Boston, MA; New York City, NY; Philadelphia, PA; Washington, DC.; Orlando, FL; and Orange County, CA....


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    Looking to work at a firm with unbeatable culture? Withum is a forward-thinking, technology-driven advisory and accounting firm. Founded in 1974 with headquarters in Princeton, NJ, the firm has additional offices located in major financial centers, including Boston, MA; New York City, NY; Philadelphia, PA; Washington, DC.; Orlando, FL; and Orange County, CA....


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