Senior Financial Reporting Valuation Specialist
2 days ago
We are a global valuation firm specializing in valuation and advisory services. Our expertise spans across various industries, with a focus on providing high-quality financial opinions for M&A transactions and financial reporting requirements.
Our Story
Since our inception in 1975, we have established ourselves as a trusted partner for Fortune 500 companies, private equity firms, and their portfolio companies. Our commitment to excellence has earned us a reputation for delivering accurate and reliable valuation opinions.
About this Role
We are seeking a Senior Financial Reporting Valuation Specialist to join our financial reporting valuation practice. As a key member of our team, you will be responsible for conducting valuations for purchase price allocation and impairment testing purposes under ASC Topics 805, 350, and 360.
Key Responsibilities
- Engagement management, including project execution and review of work
- Supervision of Analysts with technical judgment and review of their work
- Building and maintaining ongoing client relationships
- Working closely with Business Development Professionals to develop opportunities and prepare engagement letters
- Gathering and documenting pertinent data obtained through client interaction
- Conducting research on clients, competitors, industries, and capital markets
- Building, modifying, and utilizing financial models for business enterprise and intangible asset valuation
- Performing valuations of companies and their intangible assets across various industries
- Preparing formal client reports
Requirements
- Minimum of 5 years of work experience in a valuation capacity
- Undergraduate degree in Finance or a related field, with coursework in valuation or securities analysis
- CFA and/or ASA designation(s) achieved or in process
- Advanced knowledge of Excel and financial modeling
- Strong oral and written communication skills, with superior analytical capabilities
- Self-starter/problem-solver and ability to master new tasks quickly
- Ability to work on multiple assignments, prioritize tasks, and handle dynamic engagements in a team setting
- Strong work ethic and ability to work flexible hours around critical due dates
What We Offer
- Base salary plus bonus (quarterly and year-end merit)
- Comprehensive benefits package, including medical, dental, vision, and 401k match program
- Opportunities for growth and career development
- Reimbursement for CFA study materials and exam fees
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