Associate, Client Services

Marshall & Stevens, Inc.; Cranbury Township (NJ); On-site; USD 75,000 - 85,000; Full time

Job summary

Marshall & Stevens, Inc. is seeking a Senior Associate in Financial Valuation to lead valuation engagements and develop financial models for client recommendations in Cranbury, NJ. You will present findings to clients and oversee engagement teams.

The role emphasizes supervision of junior associates, refining methodologies, and delivering high-quality reports, with a strong foundation in valuation, reporting, and transaction advisory.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or Business; MBA preferred.
• Advanced proficiency in financial modeling and data analysis.
• Strong presentation skills and ability to supervise junior staff.

Responsibilities

• Manage and execute business valuation and related engagements.
• Review and refine valuation analyses for technical accuracy.
• Oversee preparation of valuation reports and fairness opinions.
• Interact with clients, attorneys, auditors, and investment professionals.

Skills

Financial modeling

Data analysis

Presentation skills

Project supervision

Education

Bachelor's degree in Finance/Accounting/Economics/Business

MBA preferred

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Associate, Client Services

Full Time Junior Cranbury, NJ, US

Salary Range: $75,000.00 To $85,000.00 Annually

Why You Want to Work With Us

Marshall & Stevens is a 93-year-old independent, national valuation consulting firm known for our client focus and quality-driven culture. We specialize in valuing businesses, securities, and assets for a range of purposes including financial and tax reporting, transactions, and litigation support. Join us for an entrepreneurial, client-focused environment where your contributions are valued.

What This Role Will Do

As a Senior Associate in Financial Valuation, you will lead valuation engagements by managing financial models, conducting complex analyses, and presenting findings to clients. You will supervise junior associates, review valuation methodologies, and ensure high-quality client deliverables. This role requires a strong foundation in business valuation, financial reporting, and transaction advisory, with opportunities for increased leadership and client interaction.

Key Responsibilities

• Manage and execute business valuation, financial modeling, and transaction-related valuation engagements.


• Review and refine valuation analyses prepared by associates to ensure technical accuracy.


• Conduct fair value assessments for financial reporting, tax planning, and M&A transactions.


• Oversee the preparation of valuation reports, fairness opinions, and solvency analyses.


• Work directly with clients, attorneys, auditors, and investment professionals to support valuation engagements.


• Mentor and train junior associates, helping develop their technical and analytical skills.

What Makes You Successful in This Role

• Bachelor’s degree in Finance, Accounting, Economics, or Business; MBA preferred.


• Certifications: CFA, ASA, CPA, or ABV preferred.


• 2-4 years in business valuation, investment banking, or financial consulting.


• Advanced proficiency in financial modeling, valuation methodologies, and data analysis.


• Experience with fair value reporting, intangible asset valuation, and regulatory compliance.


• Ability to supervise junior staff, manage projects, and engage with clients.


• Strong presentation skills for communicating valuation results to senior stakeholders.

Why You’ll Love It Here

Marshall & Stevens is not just a place to work—it's a place to grow, innovate, and make a difference. As we continue to expand, you’ll have the opportunity to be part of a dynamic team that is shaping the future of the valuation and advisory services industry. If you’re ready to make a significant impact, we’d love to hear from you!