Valuation Manager

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 a Manager to join Withum’s Forensic and Valuation Services Group in the Orlando or Boca Raton office.

The Manager will work on a variety of assignments, including taking substantial responsibility of overseeing and 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. The engagements will be performed for mostly medium-sized businesses to large multinational corporations. The Manager should demonstrate the ability to provide excellent client service and assist the growth of team members in developing technical skills and professional competency.

Withum’s 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 You’ll Spend Your Time:

• Overseeing 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
• Implementing and improving processes in performing valuations and writing and preparing of reports, letters, and other client deliverables
• Assisting in review of third-party appraisals for audit support purposes
• 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
• 4+ years of performing valuations for financial reporting purposes (ASC 805, ASC 305, ASC 820, ASC 718) is required
• In-depth understanding of valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
• Experience in valuation of complex financial instruments is strongly preferred
• Valuation related certification including ASA, CVA, ABV, CEIV, or CFA
• Advanced knowledge of Excel and Capital IQ preferred
• Ability to program in VBA and/or another 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

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