Financial Consulting Senior Associate - Business Valuation

Job summary

The Senior Associate will perform business valuations for financial reporting, tax purposes, and transactions while supporting the practice leader in business development. They will manage multiple engagements, prepare complex financial models, and write technical reports for clients.

Job details

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Valuation Services – Senior Associate Position Description The Valuation Services Senior Associate will serve as a key member of RSM Valuation Services consulting team taking substantial responsibility in performing business valuations for financial reporting, tax reporting, transactions, and other purposes. Our business valuation team performs valuations of business entities, intellectual property, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, etc. These services are provided to assist clients with mergers, acquisitions and dispositions; taxation planning and compliance; financial reporting; reorganization; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs. The professional will also work closely with the practice leader in key business development initiatives. Basic Qualifications Bachelor's Degree in Finance, Accounting or related area of study 1- 5 years of business valuation experience (Preferably from a global or national firm environment) Completed or working towards a professional designation such as Chartered Business Valuator (CBV) or Chartered Financial Analyst (CFA) Familiarity with relevant Canadian accounting standards and regulations as well as a strong knowledge of valuation methodologies, financial analysis, and accounting principles Proficiency in MS Office Excellent financial modeling and writing skills Good communication skills Ability to meet tight deadlines and work well within a team oriented environment Ability to travel as needed or requested Preferred Qualifications Experience performing valuations for tax reporting, financial reporting and audit support purposes Oversee multiple business valuation and financial advisory engagements simultaneously CBV or CFA credential or substantial progress toward achieving- Masters in Business Administration or related field Proven ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent Demonstrated ability to work independently to interface with client management, gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues Prepare financial models and write technical reports Cultivate and maintain positive, productive, and professional relationships with colleagues and clients Team player Available to travel overnight as needed Strong project management skills Excellent verbal and written communication skills Demonstrated industry knowledge and business acumen At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html. RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com. At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $62,000 - $107,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

What you’ll do

The Senior Associate will perform business valuations for financial reporting, tax purposes, and transactions while supporting the practice leader in business development. They will manage multiple engagements, prepare complex financial models, and write technical reports for clients.

Requirements

Candidates must hold a bachelor's degree in finance or accounting and possess 1-5 years of business valuation experience. Professional designations such as CBV or CFA are preferred, along with strong financial modeling and communication skills.

Benefits

• Competitive compensation package
• Flexibility in schedule
• Discretionary bonus

Listed skills

• Financial analysis · Preferred
• Project management · Preferred
• Communication Skills · Preferred
• Business development · Preferred
• Data analysis · Preferred
• Financial Reporting · Preferred
• MS-Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business valuation
• Financial modeling
• Financial analysis
• Accounting principles
• Technical writing
• Project management
• Communication skills
• Business development
• Data analysis
• Financial reporting
• Tax planning
• MS Office

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership

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