Valuation Senior Associate jobs in United States
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Embark ยท 1 day ago

Valuation Senior Associate

Embark is an award-winning consulting firm dedicated to fostering a positive workplace culture. They are seeking a Valuation Senior Associate to manage and execute various valuation engagements, ensuring timely and excellent client service delivery.

Management Consulting
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Comp. & Benefits

Responsibilities

Working as part of a small team toward execution of various valuation engagements to ensure timely and excellent client service delivery
Perform and manage valuations for planning; mergers and acquisitions; financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy
Combine relevant information into executive-level findings for team members and clients
Prepare and/or review analyses (reports, models, and presentations) that communicate findings and recommendations to our clients concisely and effectively
Participating in firm initiatives and recruiting efforts

Qualification

Valuation services experienceFinancial modeling skillsValuation methodologies knowledgeFinancial databases experienceCFACPAASA progressMicrosoft Excel proficiencyMicrosoft Word proficiencyMicrosoft PowerPoint proficiencyCommunication skills

Required

Bachelor's degree in Finance or Accounting (advanced degree is a plus)
2 to 4 years of experience in the valuation services industry including engagements for ASC 805 Business Combinations
Advanced financial modeling skills with the ability to create valuation & financial models based on a description of a financial asset, an agreement, or an operational and financial business plan
Advanced understanding of valuation methodologies and techniques
Advanced financial & accounting acumen with ability to independently develop fully customized, complex financial models
Excellent written and oral communication skills
Proficiency with Microsoft Excel, Word, and PowerPoint
Experience with financial databases such as S&P Capital IQ, FactSet, or Bloomberg

Preferred

Knowledge of numerical techniques such as Monte Carlo simulation and lattice techniques
Experience with valuation of derivatives, contingent consideration, convertible instruments, and/or stock based compensation
Industry knowledge in a particular sector
Achievement of, or progress towards, CFA, CPA, and/or ASA designations

Benefits

Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
$150 monthly stipend for holistic development
Access to CPE credits, learning platforms, coaching, and professional development
Up to 3% 401(k) matching and financial advisory services
Monthly social events within your market, charitable matching, and great people!

Company

Embark

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Embark is a financial advisory consulting firm that helps clients solve their complex financial problems with forward-thinking solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2025-09-04Private Equity

Leadership Team

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L. Felice Gorordo
CEO & Board Member
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Paul Allen
Founder
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Company data provided by crunchbase