Valuation Associate- Lender Services
About The Position
Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus! Withum's 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 Associate focused on valuations to facilitate lending decisions to join Withum’s Forensic and Valuation Services Group. The Valuation Associate can be based out of any of our U.S. office locations. This is a hybrid position. The in-office expectation is a hybrid schedule (3 days in office expectation per week). The Associate will work within our Lender Services group performing valuations for banks making both SBA and Commercial lending decisions. Successful candidates will begin their careers focused on Lender Services but will have the opportunity to gain exposure to other facets of our valuation practice. Additionally, Associates assist in projects related to economic and statistical analysis, model validation, database management, and other ad hoc quantitative assignments. Withum’s brand is a reflection of our people, our culture and our strength. We have 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.
Requirements
- Bachelor’s degree in business, economics, finance, mathematics, statistics, accounting, or similar quantitative discipline
- Understanding of equity valuation methods such as discounted cash flow, market multiple, and market transaction
- 1-2 years’ relevant experience focused on valuation work
- Understanding of financial statements and business tax returns required
- Strong interest in quantitative and economic analysis
- Advanced knowledge of Excel preferred
- Capacity to work independently on projects
- Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
Nice To Haves
- Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus
- Ability to program in VBA and/or other statistical package a plus
Responsibilities
- Preparing valuation analyses primarily for lending purposes. Additionally, they may assist on valuations for tax purposes, 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 dependent upon background and experience
- Completing data entry of tax returns and financial statements into Excel models
- Assisting in writing and preparing 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 communicating the key drivers to others
- Assisting in the development, maintenance, and application of various models using Excel
- Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
