Valuation Senior Associate

Summary

Join Withum's Corporate Value Consulting Services Team as a Senior Associate, contributing to business valuation loan reports for the SBA's 7(a) loan program. This role involves analyzing and communicating with buyers, sellers, and lenders throughout the loan valuation process. You will value small businesses for lenders under the SBA’s 7a loan program and improve processes in performing valuations and report preparation. The position offers remote work flexibility and is open to candidates in various US locations. Withum provides a competitive benefits package and bonus program, with salary ranges varying by location. The company emphasizes teamwork, client service excellence, and professional growth.

Requirements

• Bachelor’s degree in business, economics, finance, mathematics, statistics, accounting, or similar quantitative discipline
• 2-4 years of experience working with lenders providing valuation services to facilitate transactions of small businesses
• Experience valuing small businesses for lenders under the SBA’s 7a loan program
• Understanding of financial statements and business tax returns

Responsibilities

• Working with lenders providing valuation services to facilitate transactions of small businesses
• Valuing small businesses for lenders under the SBA’s 7a loan program
• Improving processes in performing valuations and writing and preparing of reports, letters, and other client deliverables
• Assisting in writing and preparing of reports, letters, and other client deliverables
• 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 communicate the key drivers to others
• Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis

Preferred Qualifications

• Experience performing valuations for financial reporting purposes (ASC 805, ASC 305, ASC 820, ASC 718)
• Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
• Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA
• Strong interest in quantitative and economic analysis
• Advanced knowledge of Excel
• Capacity to work independently on projects and to mentor more junior staff
• Strong analytical and problem-solving skills, as well as strong verbal and written communication skills

Benefits

• Competitive benefits package
• Bonus program