The Valuation Services Senior Associate serves as a key member of RSM Valuation Services Consulting team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously.
We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and forecasting, and valuations of business entities, intellectual property, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions and dispositions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs.
As a member of our Valuation Services team, you will work primarily with clients in the High Technology and Life Sciences industries, including companies ranging from venture-backed, pre-revenue, start-ups to later-stage private and public middle market growth companies.
Bachelor's Degree in Finance, Accounting or related area of study; MBA a plus
2 - 4 years of relevant experience, including financial analysis, modeling and valuation experience
Proficiency in MS Office
Ability to prepare detailed financial models in MS Excel and compose technical reports
Excellent verbal and written communication skills
Ability to work independently in an entrepreneurial work environment
Ability to travel as needed or requested
Experience working on the valuation team of a global public accounting (Big 4) or consulting firm
Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions
Considerable experience with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: purchase price allocations, intangible assets, discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives, impairment testing
Experience conducting valuations for tax planning purposes
Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent