Financial Reporting Associate

3 days ago


San Francisco, California, United States DNA Diversity Executive Search Full time
About the Company

We are a global valuation firm that specializes in providing expert valuation and advisory services to clients worldwide.

With over 45 years of experience, we have established ourselves as a trusted partner for Fortune 500 companies, private equity firms, and their portfolio companies.

About this Role

This position is part of our financial reporting valuation practice, which focuses on conducting valuations for stock compensation, purchase price allocations, and impairment testing purposes.

You will have the opportunity to work on a wide range of valuation assignments involving private equity sponsored portfolio companies and public companies.

Job Responsibilities
  • Develop and utilize complex financial models for business enterprise and intangible asset valuation.
  • Value complex securities and contingent consideration using option pricing and Monte Carlo simulation models.
  • Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables.
Job Requirements
  • 3 to 5 years of work experience at a valuation firm or public accounting firm.
  • Undergraduate degree in Finance or a related field, with coursework in valuation or securities analysis.
  • CFA designation or in the process of obtaining it.
  • Advanced knowledge of Excel.
  • Effective communication skills, strong attention to detail, and analytical capabilities.
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team setting.
What We Offer
  • Competitive base salary plus bonus.
  • Comprehensive benefits package, including medical, dental, vision, life insurance, disability, and health savings account.
  • Generous time off and flexible work arrangements.
  • Reimbursement for CFA exam fees and study materials.


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