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Senior Associate, Financial Reporting Valuations

Due to our significant growth, we are currently seeking a Senior Associate to join our Columbus, Ohio office. This individual will spend most of their time managing, executing and delivering valuation analyses and reports for privately held and publicly traded clients while enhancing existing client and referral source relationships. Engagement types primarily include valuations for:  financial reporting (i.e., purchase price allocations, portfolio and fund valuations, equity-based compensation valuations, and indefinite and long-lived intangible asset impairment testing), ESOP advisory, and/or corporate and shareholder fair market value engagements. Senior Associates attend professional conferences, present at firm webinars and actively participate in relevant professional organizations. We operate in a highly collaborative and entrepreneurial environment. Our employee owners are given as much responsibility as their experience and capabilities permit.

Job Responsibilities
  • Lead Financial Reporting, ESOP Advisory, and/or other valuation project teams and timely execute multiple projects simultaneously across various industries
  • Work directly with senior level management, board members, shareholders and other trusted advisors throughout all phases of the engagement, leading discussions and due diligence meetings, presenting and justifying analysis to clients, boards, and other stakeholders as well as outside assurance and tax advisors
  • Mentor and develop team members
  • Develop and review financial modeling and analyses encompassing complex capital structures to ensure quality control
  • Assist in the preparation and review of client deliverables including valuation reports, presentations and marketing materials
  • Communicate and establish relationships both internally with project teams and externally with clients and business partners
  • Develop business and establish productive referral channels

 Position Requirements
  • Bachelor’s degree in finance/accounting/economics and progression toward a CFA or ASA designation
  • Working knowledge of the Mandatory Performance Framework and highly integrated intangible asset valuation modeling
  • Minimum of three years practical application of valuations for financial reporting purposes, with at least one to two years of experience managing business valuation engagements
  • Familiarity with complex financial modelling with (i.e., Monte Carlo simulations and binomial option pricing models)
  • Excellent oral and written communication skills, including the ability to create original report content
  • Expert in MS Office applications, including Excel, Word and PowerPoint
  • Proficiency in Excel-based applications for variable risk predictive modeling strongly preferred
  • Desire and ability to thrive in an entrepreneurial and fast-paced environment, mentoring staff, developing and enhancing our models and deepening client and partner relationships
  • Strong communication, analytical and problem-solving capabilities with the ability to manage timelines while prioritizing multiple assignments
  • Strong work ethic, personal integrity, and commitment to meet frequent deadlines with the willingness to work long hours and
  • Willingness to travel (including international) when necessary, approximately 20%
  • All applicants must be authorized to work in the U.S. without sponsorship, now or in the future