Valuation Senior Associate – Complex Financial ...

Join to apply for the Valuation Senior Associate – Complex Financial Instrument role at Withum1 day ago Be among the first 25 applicantsJoin to apply for the Valuation Senior Associate – Complex Financial Instrument role at WithumWithum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!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 a Senior Associate focused on Complex Financial Instrument valuations to join Withum’s Forensic and Valuation Services Group. The Valuation Senior Associate can be based out of any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Baltimore, MD; Bethesda, MD; Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Portland, OR; Seattle, WA). This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations.This role will be primarily focused on supporting Complex Financial Instrument valuations. Senior Associates work on a variety of assignments, including taking substantial responsibility in performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities/derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes. Additionally, Senior 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 TimePreparing valuation analyses for tax, 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 ExcelCompleting data entry of tax returns and financial statements into Excel modelsAssisting in writing and preparing of reports, letters, and other client deliverablesAssisting in review of third-party appraisals for audit support purposesPerforming macroeconomic and industry researchReviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to othersAssisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requestedReviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysisThe 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 discipline2+ years relevant experience in CFI valuationsUnderstanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricingUnderstanding of financial statements and business tax returns requiredProgress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plusStrong interest in quantitative and economic analysisAdvanced knowledge of Excel preferredAbility to program in VBA and/or other statistical package a plusCapacity to work independently on projectsStrong analytical and problem-solving skills, as well as strong verbal and written communication skillsThe compensation for this position will vary by location. If you reside in California, Washington State, Washington, D.C., or NYC, please see below. 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 State ranges are from $80,000 - $100,000Washington, D.C. ranges are from $80,000 - $100,000NYC ranges are from $80,000 - $100,000Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the State of Colorado.WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesAccountingReferrals increase your chances of interviewing at Withum by 2xSign in to set job alerts for “Valuation Associate” roles.Boston, MA $135,000.00-$165,000.00 2 weeks agoBanking, Investment Banking, Full Time Analyst, Boston Technology – USA, 2026Boston, MA $80,000.00-$115,000.00 3 days agoBoston, MA $70,000.00-$135,000.00 2 weeks agoInvestment Banking Analyst, Technology - Boston / New York CityBoston, MA $82,000.00-$135,000.00 2 days agoPEPI: Associate, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS)Boston, MA $90,000.00-$130,000.00 5 days ago2026 North America Private Equity Analyst-Associate ProgramCambridge, MA $63,860.00-$106,915.00 1 week agoBoston, MA $60,000.00-$70,000.00 6 months agoWaltham, MA $87,700.00-$117,700.00 3 days agoEquity Research Associate, Consumer SectorBoston, MA $91,000.00-$165,000.00 4 days agoFundamental Equity Investment Associate, Sustainable Investing Team (Putnam Equity)Boston, MA $110,000.00-$140,000.00 2 weeks agoAnalyst, Private Equity - Liberty Mutual InvestmentsBoston, MA $80,000.00-$135,000.00 2 weeks agoBoston, MA $128,000.00-$168,000.00 1 month agoWe’re unlocking community knowledge in a new way. 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Created: 2025-09-17