Senior Associate - Valuation

Bond Beebe Princeton , NJ 08544

Posted 2 months ago

Looking to work at a firm that encourages a work life balance?

WithumSmith+Brown, P.C., 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.

WithumSmith+Brown'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 Associate to join Withum's Forensic and Valuation Services Group in our Princeton, NJ office.

Senior Associates work on a variety of assignments, including taking substantial responsibility in performing complex valuations for financial reporting (stock options, warrants, convertible debt, other complex securities/derivatives, etc.), 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 complex 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

  • Prepare valuation analyses for tax, financial reporting, and advisory purposes (stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel or STATA;

  • Assist in the development and application of models using Monte Carlo simulation, lattices or other complex methods as requested;

  • Assist in projects requiring economic or statistical analysis, database management of large databases or model validation;

  • Assist in preparing reports, letters, and other client deliverables;

  • Assist in reviews of third party appraisals for audit support purposes;

  • Review 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;

  • Facilitate certain work streams with the help of Associate-level team members;

  • Train and mentor junior staff; and

  • Review and gain a sufficient understanding of the necessary 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;

  • 2+ years relevant experience in a financial analysis role;

  • Understanding of financial statements and business tax returns required;

  • Strong interest in quantitative and economic analysis;

  • Knowledge of software packages including MS Office (Word, Excel including VBA, and PowerPoint) STATA, SAS or other statistical package is 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; and

  • Progress towards a Masters, MBA, ASA or CFA or equivalent certifications a plus but not required.

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 he or she is a protected veteran.

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Senior Associate - Valuation

Bond Beebe