Senior Associate, Valuation Services

Description

Senior Associate, Valuation Services – Financial and Tax Reporting

Alvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services. The powerful combination of our valuation experience and A&M’s operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies address valuation issues efficiently and effectively.

A&M is known for analyzing and resolving complex situations which often require the application of sophisticated valuation techniques. Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, transaction opinions, complex financial instruments, alternative investments, structured finance, and litigation support. This has resulted in our Valuation Services group growing steadily year over year and becoming one of the leading in the industry.

What will you be doing?

As part of a select and highly skilled Financial & Tax Reporting Valuation team, you will have the opportunity to assist in the valuation of businesses, business interests, and various assets and liabilities in the context of business combinations, share-based compensation reporting, impairment testing and measurement, fresh-start accounting, intellectual property migration, and other transactions. You will assist in the review and consideration of company provided information (including financial statements, projected cash flows, and other relevant documentation) in order to derive indications of value using a variety of approaches including income (discounted cash flow, excess earnings, relief-from-royalty, among other methods) market (both public traded company, and precedent transaction methods), and cost (replacement cost method). You will also analyze market and industry information for use in the financial models and to develop discount rates, market multiples, and other key statistics / inputs. Through your detailed analysis, you will develop an in-depth understanding of the client from the big picture to the smallest detail, covering why investments were made, the terms, the value, and associated risks. As a Senior Associate, you will also be tasked with reviewing and supervising the work product of Associates. Your ability to train Associates in areas of valuation will be key in this position. Some of the primary responsibilities are:

• Supervising and delegating work to Associates as required.
• Providing project and resource management for project teams.
• Training Associates in areas of research and valuation basics.
• Analyzing client provided data including financial statements and projections as well as market and industry information.
• Developing discount rates and market multiples.

• Assist in developing narrative reports describing the methodologies used, key assumptions and rationale, and findings.
• Managing and planning own project workflows.
• Organizing and managing internal projects and client documents.
• Actively participating and leading elements in due diligence calls and meetings with clients.

The indications of value that are derived from your analysis will be used by clients in their financial statements, reports to their boards of directors, and required tax filings in various tax jurisdictions. Third-party auditors and tax advisors for the client will review your indications of value and test for soundness and completeness.

Who will you be working with? 

At A&M, you will have the opportunity to work with a diverse entrepreneurial team of supportive and motivated professionals that love to share their knowledge and depth of experience with others. Our culture is characterized by openness and entrepreneurial thinking, with a foundation of mutual respect and high-quality standards for our work. We strive to remove bureaucracy in favor of recognizing effort and results through advancement opportunities and a motivating performance-based reward structure. Our Financial & Tax Reporting team works with a variety of large-cap and mid-cap private equity firms, corporate clients and financial institutions providing you with broad industry exposure.

How will you grow and be supported? 

As a Financial &Tax Reporting Valuation Senior Associate, you will have the opportunity to take your career to the next level by gaining invaluable experience across different industries, sectors, and companies on a variety of interesting and critical projects. From middle market to multi-billion-dollar public companies, you will gain a unique high-level view of how to assist management teams in understanding value. Utilizing your critical thinking and research, you will have the opportunity to apply your analytical skills in a variety of valuation projects. You will be working closely as a team with experienced professionals who will provide you with developmental feedback and growth opportunities.   

We offer competitive benefits and opportunities to support your personal and professional development. Click to learn about A&M’s benefits. A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized and on the job training. Learn more about why A&M is a great place to work.  

Core Qualifications: 

• At least 2 years of valuation and modeling experience gained at a Big 4 or other reputable consulting firm, investment bank or independent valuation firm
• Experience conducting a variety of financial analyses and financial modeling
• Strong educational background and academic record, including a bachelor's or master's degree in Finance, Accounting, Economics and/or Mathematics
• Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
• Experience with Capital IQ
• Advanced Microsoft Excel skills
• Strong writing skills and experience with developing presentations and reports using PowerPoint and Microsoft Word
• Excellent oral and written communication skills
• Effective project management and organizational skills
• Ambitious, results driven, self-starter with a desire to thrive in a collaborative entrepreneurial culture

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Voluntary Inclusion

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor or any other characteristics in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.