Business Valuation Senior Consultant (Financial Services)

In this role you help clients understand and quantify opportunities through valuation and modeling for transactions and strategic decisions. You will collaborate with a specialist team to deliver valuation insights for financial reporting, tax, and deal contexts, contributing to large-scale transformations. You'll work across clients from mid-size to multinational corporations, shaping outcomes and ensuring high-quality deliverables. This is a chance to apply advanced valuation methods in a global, advisory setting and grow technical leadership.

• Perform financial reporting valuations for business combinations including purchase price allocations and impairment analyses
• Support goodwill and asset impairment analyses for financial reporting purposes
• Conduct valuations for tax purposes across multiple jurisdictions
• Assist clients with business plan development and strategic investment decisions through valuation analyses
• Prepare valuations for derivatives, debt instruments, employee stock options, and regulatory/compliance purposes
• Lead projects or workstreams and manage multiple tasks in a fast-paced environment
• Provide clear guidance to clients and junior staff
• Maintain and develop professional relationships with clients and teams

• Bachelor's degree in Finance, Economics, or Accounting
• 5+ years of business valuation and intangible asset valuation consulting experience (Financial Services; Banking and Insurance)
• Demonstrated client-facing valuation experience in a consulting/advisory environment
• Knowledge of ASC 805 and ASC 350 including PPA and impairment analyses
• Experience applying multiple valuation approaches (DCF, market, cost) and related methodologies
• Strong financial modeling skills; ability to build models for various assets and instruments
• Proficiency with Excel, Word, PowerPoint
• Experience using AI-enabled tools and digital technologies to improve efficiency
• Ability to travel 30%
• Limited immigration sponsorship may be available
• MBA and/or CFA designation is a plus

• Independent and collaborative work style
• Strong written and verbal communication
• Meticulous attention to detail and quality
• Valuation methodologies: DCF, guideline company, guideline transaction, excess earnings, relief from royalty, with-and-without, comparatives, replacement cost, CAPM
• Financial modeling for valuation of stock, entities, intangible assets, and financial instruments
• Valuation for tax, regulatory, and compliance purposes