Business Valuation Sr. Associate
Senior Associate, Valuation Advisory
Overview
We are seeking a Senior Associate to join a growing Valuation Advisory practice. This individual will support complex valuation engagements related to M&A, financial reporting, tax compliance, fairness opinions, portfolio valuations, and strategic decision-making. The role offers significant client exposure, analytical responsibility, and opportunities for professional growth.
Key Responsibilities
- Perform business, equity, and intangible asset valuations using DCF, public company, precedent transaction, and other accepted valuation methodologies.
- Build and maintain financial models and conduct detailed financial analysis.
- Support purchase price allocations, goodwill impairment testing, fairness opinions, portfolio valuations, and tax-related valuation engagements.
- Research industries, public companies, transactions, and capital markets.
- Prepare valuation reports, presentations, and client deliverables.
- Participate in client meetings and help manage project timelines and workflows.
- Mentor junior team members and contribute to practice development initiatives.
Qualifications
Required
- 3-6 years of experience in valuation, transaction advisory, investment banking, corporate finance, or related fields.
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- Strong financial modeling, valuation, and financial statement analysis skills.
- Excellent analytical, written, and communication abilities.
- Ability to manage multiple projects in a fast-paced environment.
Preferred
- CFA, ASA, CPA, ABV, CVA, or progress toward a professional designation.
- Experience with fairness opinions, PPAs, goodwill impairment, or portfolio valuations.
- Familiarity with Capital IQ, PitchBook, FactSet, Bloomberg, or similar platforms.
- Experience working with private equity firms or middle-market companies.
- Exposure to Power BI, Tableau, Python, AI tools, or related technologies.
Ideal Candidate
- Strong business and financial acumen.
- Detail-oriented with excellent critical thinking skills.
- Organized, proactive, and collaborative.
- Comfortable interacting directly with clients and senior professionals.
- Motivated to learn and grow within a dynamic advisory environment.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.