Valuation Senior Associate
Cherry Bekaert, Charlotte, NC, United States
Cherry Bekaert’s Valuation Services practice provides financial advisory services to privately held and publicly traded companies. Core service offerings include business valuations, complex financial instruments, contingent consideration, debt and equity, stock‑based compensation, intangible assets for financial and tax reporting, tax compliance, mergers and acquisitions in domestic and cross‑border transactions, and litigation. As a result of sustained growth, we are seeking a
Senior Associate
to augment our high performing team with hybrid flexibility throughout multiple offices in our footprint.
As a Senior Associate, you will work at the direction of an engagement Manager to execute a variety of initiatives, interfacing with clients to progress project activity while providing reviews to junior/offshore staff. If the opportunity to make a meaningful impact serving as a trusted advisor to middle market clients within a supportive environment focused on leadership development excites you, let’s talk!
What your day(s) look like:
Primary activities will focus on the valuation of businesses, business interests, and intangible assets for ASC 350, ASC 360, ASC 718, and ASC 815; complex securities and embedded derivatives; estate and gift tax and charitable contributions; IRC 165, IRC 280, IRC 367, IRC 382, IRC 409A, and IRC 861
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 fiduciaries
Work closely with Associate level personnel, directing engagement activity and providing review and mentorship as needed
What you bring to the role:
Bachelor’s in Finance, Accounting, Economics, Business Administration or related field
Completed/in progress valuation credential such as ASA, CFA or ABV
Minimum 2 years of related valuation experience within a public accounting and/or consulting firm
Technical skills: Excel, financial modeling, model validation and model building
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
Excellent verbal, written (including technical writing), and presentation skills
Strong research and analytical skills; ability to solve complex valuation issues
Additional preferred qualifications:
Experience assisting audit teams with reviews of valuation for financial reporting
Firsthand experience in running complex financial models
Proficiency in US GAAP and/or IFRS
What you can expect from us:
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 cultures
Benefits Information: 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 included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high‑quality benefits program 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.
Pay Range: $88,200 - $127,400
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, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws.
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Senior Associate
to augment our high performing team with hybrid flexibility throughout multiple offices in our footprint.
As a Senior Associate, you will work at the direction of an engagement Manager to execute a variety of initiatives, interfacing with clients to progress project activity while providing reviews to junior/offshore staff. If the opportunity to make a meaningful impact serving as a trusted advisor to middle market clients within a supportive environment focused on leadership development excites you, let’s talk!
What your day(s) look like:
Primary activities will focus on the valuation of businesses, business interests, and intangible assets for ASC 350, ASC 360, ASC 718, and ASC 815; complex securities and embedded derivatives; estate and gift tax and charitable contributions; IRC 165, IRC 280, IRC 367, IRC 382, IRC 409A, and IRC 861
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 fiduciaries
Work closely with Associate level personnel, directing engagement activity and providing review and mentorship as needed
What you bring to the role:
Bachelor’s in Finance, Accounting, Economics, Business Administration or related field
Completed/in progress valuation credential such as ASA, CFA or ABV
Minimum 2 years of related valuation experience within a public accounting and/or consulting firm
Technical skills: Excel, financial modeling, model validation and model building
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
Excellent verbal, written (including technical writing), and presentation skills
Strong research and analytical skills; ability to solve complex valuation issues
Additional preferred qualifications:
Experience assisting audit teams with reviews of valuation for financial reporting
Firsthand experience in running complex financial models
Proficiency in US GAAP and/or IFRS
What you can expect from us:
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 cultures
Benefits Information: 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 included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high‑quality benefits program 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.
Pay Range: $88,200 - $127,400
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, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws.
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