Valuation Associate

Sequeira Partners; Edmonton; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Bonus opportunity

Long-term earning potential

Extended health benefits

Health spending account

Tuition reimbursement

Professional development support

Collaborative, high-performing team

Job summary

Sequeira Partners in Edmonton is hiring a full-time Associate, Valuations to join our valuation practice and support the continued growth of the firm. You will work with senior professionals to deliver complex analyses, build valuation models and provide actionable insights to clients across diverse industries.

This role offers exposure to sell-side and private-company engagements, development opportunities through CBV or CPA/CFE pathways, and a collaborative, high-performance environment with

Qualifications

• A qualified CPA or successful completion of the CFE, with a strong foundation in accounting and financial analysis.
• Enrolment in—or a genuine interest in pursuing—the CBV program, with the expectation of obtaining the CBV designation.
• Advanced Microsoft Excel skills and the ability to build clear, accurate and well-structured financial models.
• Demonstrated ability to interpret financial statements, identify key business drivers and translate analysis into practical insights.
• Strong written and verbal communication skills, with the ability to present complex information clearly and professionally.

Responsibilities

• Create, review and deliver valuation models including forecasts, earnings analyses, and discounted cash flows.
• Perform detailed financial analysis.
• Research comparable transactions and industry trading metrics in support of private company valuations.
• Conduct and summarize industry and economic research.
• Develop, draft, format and prepare high-quality client deliverables including valuation reports and stakeholder presentations.
• Assist with business development, marketing and cross-team collaboration on sell-side and M&A engagements.

Skills

Financial analysis

Industry research

Client communication

Problem solving

Education

CPA or CFE completed

Tools

Microsoft Excel

Job description

Sequeira Partners is Western Canada’s largest boutique advisory firm, specializing in M&A and valuation advisory. We combine top-tier technical expertise with a practical, entrepreneurial approach that puts clients first. Our team is built around clear career progression, hands-on deal experience, continual learning, and close, candid relationships with teammates, clients, and the broader advisor community. Learn more at: www.sequeirapartners.com

Our Valuation Team

We are a dynamic and collaborative team providing valuation services to both private and public companies across a broad range of industries. As designated Chartered Business Valuators, our services include valuations to support business owners with estate and succession planning, freeze transactions, transaction pricing, and employee ownership plans. We work closely with the tax and legal communities to provide valuations for reorganizations, transactions, and disputes. Our team has extensive experience advising corporate clients in valuations for financial reporting, including purchase price allocations, and asset impairments. Our pragmatic approach and analytical insight, as well as real-time experience through Sequeira Partners’ sell-side M&A team, provides a unique valuation perspective.

The Opportunity

Sequeira Partners is hiring a full-time Associate, Valuations to join our Edmonton office and support the continued growth of our firm.We are seeking an individual whose proven academic excellence, strong technical ability, problem solving skills, and passion for client services will enable us to further establish our position as a leader in our industry. As an Associate in the Valuation team, you will work with our highly motivated and dynamic senior professionals to deliver complex analyses and answers to our clients. You will be exposed to unique advisory engagements, will connect with clients in a wide range of industries, and engage in business development opportunities to further your professional development.

What You Will Do

As an Associate in Valuations, your core valuation and advisory responsibilities are the following:

• Create, review and deliver valuation models including forecasts, earnings analyses, and discounted cash flows
• Perform detailed financial analysis
• Research comparable transactions and industry trading metrics in support of private company valuations
• Conduct and summarize industry and economic research
• Develop, draft, format and prepare high-quality client deliverables including valuation reports and stakeholder presentations

Outside of the core day-to-day activities, you will assist our Valuation and M&A teams in advancing strategic initiatives, marketing, and business development. This will include the following:

• Perform industry and target company research to identify prospective clients or learn about targeted businesses
• Identify and participate in business development opportunities (i.e. presentation and industry events)
• Draft presentations to prospective clients and influencer groups on topics such as business sales, valuation and exit readiness
• Monitor external news and transaction activity for information that is relevant to potential clients and team members
• Cross-utilize with the M&A Team on sell-side projects, as required
• Create and design marketing materials.

Credentials

• A qualified CPA or successful completion of the CFE, with a strong foundation in accounting and financial analysis
• Enrolment in—or a genuine interest in pursuing—the CBV program, with the expectation of obtaining the CBV designation
• Advanced Microsoft Excel skills and the ability to build clear, accurate and well-structured financial models
• Demonstrated ability to interpret financial statements, identify key business drivers and translate analysis into practical insights
• Strong written and verbal communication skills, with the ability to present complex information clearly and professionally

Characteristics We Look For – Aligned with our DNA

• The ability to be a self-starter and work independently
• Proven organizational and time management skills to effectively balance multiple priorities and competing demands with tight deadlines
• Dynamic and results-oriented problem-solving skills.
• Attention to detail and commitment to creating polished work products

What We Offer

• A clear career road map with expected progression from Senior Associate to Vice President to Director, driven by individual performance and valuations experience
• Hands-on experience across valuation files, with mentorship from senior professionals and exposure to business owners, advisors and referral partners
• Competitive compensation, bonus opportunity and long-term earning potential tied to personal and firm performance
• Extended health and wellness benefits plus a health spending account
• Tuition reimbursement, professional development support and encouragement to continue building technical depth through designations and training
• A collaborative, high-performing team that values excellence, practical thinking, candid relationships and a little fun along the way
• Access to onsite amenities, which vary by office and may include a gym, tenant lounge and bike storage

Is the Opportunity for You?

Join our diverse team of dedicated and experienced M&A and Valuation professionals whose entrepreneurial spirit enables us to be adaptable to the unique needs of our clients.

If you believe you meet the criteria above, we look forward to meeting with you!