Valuation Senior Associate - Deal Advisory

Reposted 21 Days Ago
Be an Early Applicant
17 Locations
In-Office or Remote
100K-150K Annually
Mid level
Consulting
The Role
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.
Summary Generated by Built In

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.

What's in it for you:

  • We pay 100% of insurance premiums on medical, dental, and vision for you AND your family

  • Typical salary range of $100,000 - $120,000

  • We match 50% to 6% on our 401K

  • Fully paid parental leave for all new parents

  • Monthly stipend for whole human wellness

  • All the technology you’ll need to be successful, the most advanced software, and accessories to ensure you get the job done in style

  • Monthly team outings (think: ax throwing, a trip to the State Fair, go-kart races, etc.)

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.

Skills Required

  • Bachelor's degree in Finance or Accounting.
  • 2 to 4 years of experience in valuation services industry.
  • Advanced financial modeling skills.
  • Advanced understanding of valuation methodologies.
  • Excellent written and oral communication skills.
  • Proficiency with Microsoft Excel, Word, PowerPoint.
  • Experience with financial databases such as S&P Capital IQ, FactSet, or Bloomberg.
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Dallas, TX
259 Employees
Year Founded: 2010

What We Do

Embark is a new kind of financial advisory consulting firm. We’re here to make life easier for Finance and Accounting leaders. To solve their most complex problems with forward-thinking solutions. And we do that so CFOs, CAOs, and their teams can actually enjoy their lives. Ultimately, our goal is to allow our busy clients to think less about work and more about what’s most important to them – families, mortgages, soccer practice, vacation, or whatever the case may be. And that’s why CFOs and CAOs love us. We do this by finding the best and the brightest, those that love what they do, but want to work in an environment where relationship-building culture fuels everything we do. That’s an Embarker, and they’re the ones driving such immense value for our clients.

Similar Jobs

CrowdStrike Logo CrowdStrike

Regional Sales Manager

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
TX, USA
11000 Employees
85K-128K Annually

Dropbox Logo Dropbox

Director, Head of Scaled Sales

Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
Remote
United States
2500 Employees
234K-317K Annually

MongoDB Logo MongoDB

Software Engineer

Big Data • Cloud • Software • Database
Easy Apply
Remote or Hybrid
2 Locations
5550 Employees
106K-209K Annually

Enverus Logo Enverus

Project Manager

Big Data • Information Technology • Software • Analytics • Energy
In-Office or Remote
2 Locations
1800 Employees

Similar Companies Hiring

Energy CX Thumbnail
Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Chicago, IL
108 Employees
Quantum Rise Thumbnail
Software • Professional Services • Natural Language Processing • Machine Learning • Consulting • Automation • Artificial Intelligence
Chicago, Illinois
20 Employees
Northslope Thumbnail
Artificial Intelligence • Information Technology • Software • Analytics • Consulting • Generative AI
London, GB
100 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account