Senior Associate - Business Valuation
CohnReznick is looking for a Senior Associate to join the Business Valuation team in our Valuation Advisory practice. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office / together in person on average 3 days a week.
This position will support our Valuation Advisory group. This group provides a wide suite of services to clients, giving you the opportunity to learn, grow, and build out your skills. As a member of this team, youll interact with team members across all levels within the practice.
At CohnReznick, were united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether its working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your why at the firm. We believe its important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
Responsibilities include but not limited to :
- Prepare engagement letters
- Prepare scope-specific document requests lists
- Prepare and review valuation engagements, including valuations of complex equity interests and debt, for transactions, tax and regulatory compliance, strategic planning, and litigation purposes.
- Develop and refine valuation models tailored to unique real estate structures, including joint ventures, complex debt and equity distribution priorities, and tax-incentivized real estate
- Demonstrate general knowledge in business valuation analyses using DCF, publicly traded guideline company method, and comparative M&A transactions method
- Perform market, industry, and economic research and analyses
- Review and analyze client financial data, market data, industry data, economic data, and partnership documents (if applicable)
- Write narrative valuation reports
- Maintain active communication with supervisors throughout engagements ensuring timely delivery and quality control
- Help develop best practices across the team
The successful candidate will have :
Bachelors degree in Finance, Accounting, Real Estate, Business Administration, or related fieldASA and / or CFA designation (or significant progress made towards the designation and expected to be obtained within 2 years) and / or CPA / ABV designation3+ years business valuation experience (transactional, tax, financial reporting) and accounting and advisory firm or independent valuation firm experienceValuation experience and interest valuing equity interests in real estate holding entities and businesses in the real estate industryUnderstanding of real estate capital markets, including debt and equity financing structuresAbility to work independently on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environmentStrong analytical and financial modeling skills (MS Excel), and report writing skills (MS Word, MS PowerPoint)Strong knowledge of corporate finance