Associate - Valuation - IIM/ISB/MDI/FMS/CA/CFA

Service Type / Experience:

- Working knowledge of the below will have a preference:

- Portfolio Valuations/ Fair Value Measurements (ASC 820)

- Equity Incentive Awards (ASC 718 and IRC 409A)

- Business Combinations (ASC 805)

- Goodwill Impairment (ASC 350/360)

- Embedded Derivatives (ASC 815)

- Gift Estate Tax Valuations

- Demonstrated knowledge of building financial and/or forecasting models from scratch will be preferred.

Roles and Responsibilities:

- Planning, organizing, conducting, and managing various valuation engagements.

- Functionally managing a small engagement team while being accountable for the daily progression and reporting of the engagement to the senior members of the team.

- Assumes responsibility for quality control and accuracy of client deliverables.

- Oversees multiple valuation and consulting engagements simultaneously.

- Writes complex valuation reports and summarizes analyses and conclusions.

- Works collaboratively with the engagement team and is a positive contributor to the firms culture.

- Leads, trains, and mentors analysts and other associates within the team.

Qualifications:

- MBA (Premier B-School), MS (Finance), CA and/or CFA (CFA Institute, USA)

- Certifications including ASA, CVA and/or ABV preferred.