Associate - CFI Valuation - Advisory

Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.

Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, 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 Consultant to join Withum's Forensic and Valuation Services Group. Senior Associate 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. Withum's brand is a reflection of our people, our culture and our strength. Withum has 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 of 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 ExcelCompleting 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

Requirements: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 pricing1.5+ years of experience in performing CFI valuations for U.S is required

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

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