Valuation Senior Manager

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape.  Withum empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business.

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 Manager to join Withum’s Forensic and Valuation Services Group.

The Senior Manager can be based out of any of our California Office Locations (San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA).

The Senior Manager will work on a variety of assignments, including taking substantial responsibility of overseeing and 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. The engagements will be performed for mostly medium-sized businesses to large multinational corporations. The Manager should demonstrate the ability to provide excellent client service and assist the growth of team members in developing technical skills and professional competency.

Withum’s brand is a reflection of our people, our culture and our strength. Withum has 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 Time:

• Overseeing 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 Excel
• Implementing and improving processes in performing valuations and writing and preparing of reports, letters, and other client deliverables
• Assisting in review of third-party appraisals for audit support purposes
• Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested
• Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis

The 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 discipline
• 8+ years of performing valuations for financial reporting purposes (ASC 805, ASC 305, ASC 820, ASC 718) is required
• In-depth understanding of valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
• Experience in valuation of complex financial instruments is strongly preferred
• Valuation related certification including ASA, CVA, ABV, CEIV, or CFA
• Advanced knowledge of Excel and Capital IQ preferred
• Ability to program in VBA and/or other statistical package a plus
• Capacity to work independently on projects
• Strong analytical and problem solving skills, as well as strong verbal and written communication skills

The 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 https://www.withum.com/careers/.

California/Washington State ranges are from $160,000 - $200,000 annually

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. Pursuant 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

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