Valuation Senior Associate (portfolio & Debt)

Bethesda, MD, United States

Job Description


Ranked a Top U.S. Accounting Firm by Accounting Today and Inside Public Accounting, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today\xe2\x80\x99s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us.

As a result of continued growth and success in our Valuation Services practice, we are seeking a Senior Associate to join our team with the flexibility to sit in multiple offices throughout our footprint. In this role, you will complete a variety of engagements including enterprise, debt, equity, and intangible asset related valuations for private equity clients, alternative asset managers, Business Development Company (BDC) clients, privately held businesses, and publicly traded companies. If working with complex financial models, providing analysis of financial data, and owning aspects of engagement delivery in a dynamic, deadline-oriented environment sounds exciting to you - let\'s chat!

As a Senior Associate, you will:

  • Primary activities will focus on the valuation of business enterprises, debt instruments, equity securities, and other hybrid/structured securities using standard valuation methodologies, including discounted cash flow, comparable transactions and comparable public companies
  • Review client investment memoranda, investor presentations, credit and equity agreements, and financial models to develop an understanding of the portfolio company or subject securities being analyzed
  • Perform purchase price allocations for financial reporting and/or tax purposes under US GAAP
  • Analyze historical financial and operating results of target companies to explain business trends and identify risks
  • Analyze and challenge assumptions related to future financial projections
  • Assist in the development of discount rates (WACC, IRR, WARA, etc.)
  • Conduct financial statement analysis (e.g., common size analysis, ratio analysis, trend analysis, and industry comparative analysis)
  • Perform market/ industry research and develop industry growth estimates
  • Construct and review valuation and other financial models
  • Assist with the design and preparation of valuation reports and other client deliverables
  • Present analyses and conclusions to internal management and external client POCs, their boards of directors, and to fiduciaries
  • Work closely with Associate level personnel, directing engagement activity and providing review and mentorship as needed
  • Assist with sales and marketing initiatives as requested
What you bring to the role:
  • Bachelor\xe2\x80\x99s Degree in Accounting, Finance, Economics, Business Administration, or related field required; advanced degree and/or certifications including ASA, ABV, CFA or CVA not required, but nice to have
  • Minimum 2+ years of demonstrated experience performing work related to fair value of debt, equity, purchase price allocation, and/or goodwill impairments in a public accounting, consulting, or investment banking environment
  • Functional understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations
  • A fundamental understanding of financial valuation theory, methodologies, and applications
  • Demonstrated technical skills working with financial models in Excel
  • Ability to travel up to 10%
What we offer you:
  • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect.
  • The opportunity to innovate and do work that motivates and engages you.
  • A collaborative environment focused on enabling you to further your career growth and continuous professional development.
  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
  • Flexibility to do impactful work and the time to enjoy your life outside of work.
  • Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. \xe2\x80\x9cCherry Bekaert\xe2\x80\x9d is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit .

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $75,000 to $139,200. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on , , , and .

\xc2\xa9 2022 Cherry Bekaert. All Rights Reserved.

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Job Detail

  • Job Id
    JD4328860
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $75000 - 139200 per year
  • Employment Status
    Permanent
  • Job Location
    Bethesda, MD, United States
  • Education
    Not mentioned