Business Valuation Senior Consultant (Financial Services)

Overview

This role supports valuation and modeling work that helps clients navigate critical business and transaction moments, including transformational initiatives. Responsibilities include business valuation, financial reporting valuations, tax valuations, and valuation modeling used for transactions, compliance, and other decision-making needs.

Responsibilities

As a Senior Consultant on the Valuation & Modeling team, you will:

• Perform financial reporting valuations for business combinations, including purchase price allocations, enterprise values, intangible assets, and legal entities
• Support goodwill and indefinite-lived and long-lived asset impairment analyses for financial reporting purposes
• Conduct valuations for tax purposes across federal, state, local, international, and personal tax matters, including tax purchase price allocations
• Assist clients with business plan development, strategic investment decisions, and other financial objectives through valuation analyses
• Prepare valuations for derivative securities, debt instruments, employee stock option plans, and regulatory or compliance purposes

Requirements

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to provide clear guidance to others

Qualifications Required

• Bachelor’s degree in Finance, Economics, or Accounting; an MBA and/or CFA designation is a plus
• 5+ years of business valuation and intangible asset valuation consulting experience serving Financial Services clients in the Banking and Insurance sectors
• Demonstrated experience providing client-facing valuation analyses to third-party clients in a consulting or advisory environment
• Demonstrated knowledge of working under ASC 805 and ASC 350, including purchase price allocations, goodwill valuations, and impairment analyses for financial reporting purposes
• Experience conducting valuations for tax purposes across federal, state, local, international, and personal tax matters, including tax purchase price allocations
• Experience applying cost, market, and income valuation approaches and methodologies, including:
  • Discounted cash flow/dividend discount model
  • Guideline public company
  • Guideline transaction
  • Excess earnings
  • Relief from royalty
  • With-and-without
  • Comparative sales
  • Replacement cost
  • Capital asset pricing model methodologies
• Experience building financial models to value common stock, business entities, intangible assets, and other financial instruments, as well as conducting client, economic, industry, competitor, and ratio analyses
• Experience preparing and reviewing valuation reports, exhibits, letters, and other client deliverables; proficiency with Microsoft Excel, Microsoft Word, and Microsoft PowerPoint
• Experience using artificial intelligence (AI)-enabled tools and digital technologies to improve efficiency, support analysis, and enhance the quality of work products
• Experience supervising, training, and developing junior staff and assessing performance
• Ability to travel 30%, on average, based on the work you do and the clients you serve
• Limited immigration sponsorship may be available

Compensation & Benefits

• Wage range: $102,800 to $188,400
• Discretionary annual incentive program eligibility may be available (subject to program rules), with awards depending on various factors, including individual and organizational performance.

Location

The wage range includes factors considered in compensation decisions and may vary based on the geographic differential associated with the location where the position may be filled.