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Embark

Valuation Senior Associate - Deal Advisory

Posted 12 Days Ago
Be an Early Applicant
In-Office or Remote
66 Locations
Mid level
In-Office or Remote
66 Locations
Mid level
As a Valuation Senior Associate, you'll engage in various valuation projects, manage client deliverables, and prepare analyses and reports, contributing to team initiatives and client engagement.
The summary above was generated by AI

Experience a 45X+ award-winning culture!

Embarkers enjoy:

  • Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary

  • Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients

  • Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

  • Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions

  • Comprehensive healthcare: 100% paid premiums for you and your family

  • Whole human growth: $150 monthly stipend for holistic development

  • Career advancement: Access to CPE credits, learning platforms, coaching, and professional development

  • Financial support: Up to 3% 401(k) matching and financial advisory services

  • Team and community engagement: Monthly social events within your market, charitable matching, and great people!

Who we’re looking for…

A team player who is self-starter and ready to hit the ground running on day one. The environment is dynamic, so you’ll also need to be flexible and adaptable to change as we grow.

What you’ll be doing as a Valuation Senior Associate:

  • Working as part of a small team toward execution of various valuation engagements to ensure timely and excellent client service delivery.

  • Perform and manage valuations for planning; mergers and acquisitions; financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy.

  • Combine relevant information into executive-level findings for team members and clients.

  • Prepare and/or review analyses (reports, models, and presentations) that communicate findings and recommendations to our clients concisely and effectively.

  • Participating in firm initiatives and recruiting efforts.

To be a good fit for our Valuation Senior Associate role you will have:

  • Bachelor’s degree in Finance or Accounting (advanced degree is a plus)

  • 2 to 4 years of experience in the valuation services industry including engagements for ASC 805 Business Combinations.

  • Advanced  financial modeling skills with the ability to create valuation & financial models based on a description of a financial asset, an agreement, or an operational and financial business plan.

  • Advanced understanding of valuation methodologies and techniques.

  • Advanced financial & accounting acumen with ability to independently develop fully customized, complex financial models.

  • Excellent written and oral communication skills.

  • Proficiency with Microsoft Excel, Word, and PowerPoint.

  • Experience with financial databases such as S&P Capital IQ, FactSet, or Bloomberg

Added bonus if you have:

  • Knowledge of numerical techniques such as Monte Carlo simulation and lattice techniques.

  • Experience with valuation of derivatives, contingent consideration, convertible instruments, and/or stock based compensation.

  • Industry knowledge in a particular sector.

  • Achievement of, or progress towards, CFA, CPA, and/or ASA designations.
     

In closing...

If this role sounds exciting, apply and let's start the conversation!


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

Top Skills

Bloomberg
Factset
Excel
PowerPoint
S&P Capital Iq
Word

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