Valuation Associate- Lender Services

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 an Associate focused on valuations to facilitate lending decisions to join Withum’s Forensic and Valuation Services Group. The Valuation Associate can be based out of any of our U.S. office locations. This is a hybrid position.The in-office expectation is a hybrid schedule (3 days in office expectation per week).

The Associate will work within our Lender Services group performing valuations for banks making both SBA and Commercial lending decisions.  Successful candidates will begin their careers focused on Lender Services but will have the opportunity to gain exposure to other facets of our valuation practice. Additionally, Associates assist in projects related to economic and statistical analysis, model validation, database management, and other ad hoc quantitative assignments.

Withum’s brand is a reflection of our people, our culture and our strength. We have 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:

• Preparing valuation analyses primarily for lending purposes. Additionally, they may assist on valuations for tax purposes, 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 dependent upon background and experience
• Completing data entry of tax returns and financial statements into Excel models
• Assisting in writing and preparing reports, letters, and other client deliverables
• Assisting in review of third-party appraisals for audit support purposes
• Performing macroeconomic and industry research
• Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicating the key drivers to others
• Assisting in the development, maintenance, and application of various models using Excel
• 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
• Understanding of equity valuation methods such as discounted cash flow, market multiple, and market transaction
• 1-2 years’ relevant experience focused on valuation work
• Understanding of financial statements and business tax returns required
• Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus
• Strong interest in quantitative and economic analysis
• Advanced knowledge of Excel preferred
• Ability to program in VBA and/or other 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

The compensation for this position ranges from $65,000-$90,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

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