Senior Consultant, Valuations for an Outsourced Business Services Firm

Treehouse Partners

Senior Consultant, Valuations for an Outsourced Business Services Firm

Los Angeles, CA
Full Time
Paid
  • Responsibilities

    Our client is a nationally recognized accounting and advisory firm with a strong valuation and financial modeling practice serving start-ups, private and public companies, venture capital and private equity firms, attorneys, and estates. They are seeking a client-facing Valuation Senior Consultant to support a variety of complex valuation engagements across financial reporting, tax, litigation, and strategic advisory matters. This is an exciting opportunity to join a collaborative and high-performing team with strong exposure to complex securities and financial modeling work.

    Candidates must be able to come into one of these office locations 50% of the time - Seattle, Los Angeles, Orange County, St. Louis, Dallas, Chicago, Philadelphia, San Jose

    Responsibilities:

    - Lead and deliver business valuation engagements for purposes including financial reporting (ASC 805/350), 409A/ASC 718, gift and estate tax, litigation support, management planning, and M&A
    - Develop and analyze financial models including Discounted Cash Flow analyses, Option Pricing Models, Black-Scholes, and other scenario-based valuation methodologies
    - Perform valuations involving complex capital structures, including preferred equity, convertible instruments, warrants, and other equity-linked securities
    - Research and analyze comparable public/private companies and transactions to derive valuation multiples and support conclusions
    - Prepare detailed valuation reports and supporting narrative analyses
    - Participate in all stages of engagements from proposal preparation through project completion
    - Review work performed by analysts and provide mentorship, guidance, and quality control oversight
    - Support meetings and communications with clients and external stakeholders
    - Conduct independent reviews of third-party valuation reports and methodologies

    Qualifications:
    - Bachelor’s degree in Accounting, Finance, Business, Mathematics, Statistics, Engineering, or related field
    - 2+ years of valuation experience within a valuation, accounting, or consulting firm environment
    - Strong understanding of complex securities valuation concepts and option-pricing methodologies; required
    - Experience working with sophisticated capital structures and scenario-based analyses
    - Relevant certifications such as ASA, CPA, ABV, CVA, CEIV, or progress toward certification preferred
    - Prior experience addressing auditor or IRS review comments is a plus
    - Excellent written and verbal communication skills
    - Strong attention to detail with the ability to manage multiple deadlines and priorities
    - Collaborative mindset with the ability to work independently and within a team environment
    - Flexibility to travel to client sites as needed and work in a hybrid environment

    Compensation: Targeting compensation of ~$95-130k