Valuation Senior Consultant

Valuation Scottsdale, Arizona


Description

Valuation Senior Consultant

Equity Methods seeks a results-focused, growth-oriented valuation professional to support and drive client engagements related to the valuation of equity compensation instruments, complex securities, and related categories. Our Valuation Services Group offers you the ability to apply core financial economics principles in a way that directly impacts the financial reporting accuracy and timeliness at large publicly traded firms. 

As a Senior Consultant, you’ll apply your experience in economic or valuation consulting, management consulting, litigation consulting, or public accounting to the world of valuation for financial reporting. You’ll also lend support in our HR Advisory practice where we are engaged to provide compensation analytics and other forms of economic consulting.

If you enjoy problem-solving, are comfortable both excelling in client service and geeking out with technical models, and have a collaborative, client-focused mindset, we would like to meet you and discuss this exciting role.

The Role in a Nutshell

  • Lead projects from inception to completion, which requires competencies in financial modeling, data analysis, project management, and client interaction. This involves mastering the firm’s standard option-pricing (and related) techniques that are used to value equity compensation awards, complex securities (e.g., convertible debt, contingent consideration, etc.), and businesses (e.g., 409A valuations).
  • Review complex compensation and financing agreements to determine the key terms for modeling and appropriate valuation framework.
  • Design, develop, and test Monte Carlo simulation and related models to value equity compensation awards and other financial instruments. Communicate results with clients and provide support to external audit firms auditing the work.
  • Serve as the primary contact for clients, which includes managing timelines, maintaining frequent contact, explaining the results, and ensuring white-glove non-transactional relationship fervor.
  • Lead client delivery presentations and mentor associates and consultants as they learn the ropes in explaining complex valuation topics to senior audiences.
  • Participate in limited client travel (<20%) to meet clients and foster non-transactional relationships.
  • Serve as an internal subject-matter expert by assisting in internal reviews, staff training, and other responsibilities of a senior professional in the practice. Foster a healthy and respectful work environment by encouraging collaboration and giving/receiving constructive feedback.
  • Support in HR Advisory projects, including incentive design, compensation modeling, statistical analyses of pay equity, and proxy support. Some candidates will welcome large specializations in this practice group.

Our Culture and Method of Doing Business. We are:

  • Zealous about exceptional client service and delighting every client, large or small.
  • Lean and agile—we don’t have manager layers that get to sit back and just talk.
  • Growth-oriented—both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues.
  • Feedback-heavy—because that’s how to unlock growth.
  • Mentoring-rich—we’re not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders.
  • All about impact—our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business.
  • Eager to solve clients’ toughest problems—because that’s where the greatest impact is created even though these challenges are riddled with ambiguity and complexity.
  • Devoted to plain-language deliverables that clients find easy to consume and yet rigorous—because clients value our ability to make the complex simple for them.
  • Not a 9-to-5 job—because all the above items just take time, even for very smart and efficient people.

Qualifications & Requirements:

  • 3 – 6 years of experience in a relevant valuation consulting field. Note that we do not expect expertise in all the areas in which our practices focuses, but do expect basic proficiency in financial economics and the general tools through which valuation for financial reporting is approached.
  • Strong Excel skills and the ability to design robust, insight-rich models. However, prior experience in compensation, programming, or data analytics is not required.
  • Bachelors or Masters in a business discipline that relates to the role.
  • Ability to quickly grasp complex accounting, finance, and economics principles and apply them to real-world fact patterns.
  • Exceptional time and stress management skills in light of needing to manage a plate of complex projects with various deadlines, many of which are in flux.
  • Strong detail- and accuracy-orientation. Successful candidate must demonstrate attention-to-detail with regard to internal/external communication, developing deliverables, and modeling.
  • Ability and willingness to think critically and solve “out-of-the-box” problems independently.
  • Demonstrated capacity to absorb complex responsibilities as this role segues into a manager position.
  • Background check required.

More About Equity Methods

Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to early-stage venture-backed organizations. Our clients span the United States, in addition to some in Canada, South America, and Europe. We offer a diverse array of services that solve mission-critical priorities within corporate accounting and human resources functions.

At our size of ~100 professionals and thousands of clients, we combine the best of a large professional services firm with the best of a smaller, more entrepreneurial company. The culture encourages innovation, collaboration, and excellence in continually enhancing the way clients are served. We work hard in the quest to have high impact and deliver exemplary service. We have consistently been rated a Top Company to Work for in Arizona.