Team lead / Manager Valuation

<ul>
<li>Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions.</li>
<li>Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes</li>
<li>Strong understanding of DCF, binomial, and option pricing modelling techniques.</li>
<li>Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&amp;A transactions method.</li>
<li>Perform market, industry, and economic research and analyses</li>
<li>Review and summarize financial, corporate, and legal agreements and other documents</li>
<li>Write narrative valuation reports and memorandums</li>
<li>Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate</li>
<li>Maintain active communication with supervisors throughout engagements and begin to develop client relationships</li>
</ul><h2>Requirements</h2><ul>
<li>Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus.</li>
<li>Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg).</li>
<li>3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm.</li>
<li>Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc.</li>
<li>Experience working with Capital IQ.</li>
<li>Highly Proficient in Microsoft Office, especially Excel and Word</li>
<li>Good understanding of the accounting standards related to financial instruments and valuations is a plus.</li>
<li>Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment</li>
<li>Excellent written, interpersonal, and presentation skills</li>
<li>Python programming/coding is a plus</li>
<li>Individuals on the path to obtaining the CFA qualification is a plus.<br><br><br>This job description is not an exhaustive list of all responsibilities, and duties may change</li>
</ul>