Consulting Senior Associate - Valuation Services

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.

Basic Qualifications:

  • 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

Preferred Qualifications:

  • 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

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