Withums 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 an experienced Valuation Associate to join Withums Complex Financial Instrument valuations group. The Valuation Associate can be based out of any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Seattle, WA, Columbia, MD; Tysons Corner, VA). This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations.

This role will be primarily focused on supporting Complex Financial Instrument valuations. Associates may have the opportunity to work on a variety of assignments including 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.

Withums 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 Youll Spend Your Time:

Preparing 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 Excel

Completing 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

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

Demonstrated experience in business valuation, ideally including exposure to complex financial instruments and capital structures

Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing

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

The compensation for this position will vary by location. If you reside in any of the below states, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individuals skills, experience, and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

California ranges are from $65,000 - $80,000 NYC ranges are from $65,000 - $80,000 Illinois ranges are from $65,000 - $80,000 Maryland ranges are from $65,000 - $80,000 Massachusetts ranges are from $65,000 - $80,000 New Jersey ranges are from $65,000 - $80,000 Rhode Island ranges are from $65,000 - $80,000 Washington ranges are from $65,000 - $80,000

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the States of Colorado, Oregon and New York.

LI-MD1; #LI-Hybrid

WithumSmith+Brown, PC

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Valuation Associate Complex Financial Instrument