Senior Consultant, Valuation Services

Forvis Mazars US; Port Reading (NJ); On-site; USD 94,000 - 157,000; Full time

Job summary

Forvis Mazars US is seeking a valuation professional to perform analyses and valuations of businesses, securities, and illiquid assets for financial reporting, tax compliance, and transactions. You will build and update complex valuation models (DCF, market comps, option pricing), assess cash flows, research markets, and prepare technical reports and client presentations.

A Bachelor's degree in accounting/finance and 2 years of valuation experience are required, with strong MS Office and Capital

Qualifications

• Bachelor's degree in accounting, finance, economics, or related field.
• Two years of valuation-related experience.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Perform analyses and valuations of businesses, securities, illiquid investments for reporting, tax, and transactions.
• Build and update complex valuation models using DCF, market multiples, and option pricing.
• Assess financial statements, cash flows, and forecasts to develop supportable conclusions.
• Conduct industry research and compare market trends and peers for valuation context.
• Develop clear valuation reports and client presentations communicating methods and results.
• Engage with clients to gather information and discuss valuation findings.

Skills

Valuation modelling

Financial analysis

MS Office

Education

Bachelor's Degree in Accounting, Finance, Economics, or a related field

Master's Degree

Tools

Capital IQ Pro

Excel

Job description

The Valuation team delivers independent, technically sound valuations tailored to each client's unique needs. With expertise across industries, they provide accurate, defensible valuations aligned with regulatory standards. Whether supporting financial and tax reporting, estate planning, or business transactions, their professionals bring deep knowledge and experience to every engagement-helping clients move forward with clarity and confidence.

What You Will Do

• Perform analyses and valuations of businesses, equity and debt securities, intangible assets, partnership interests, derivatives, options, warrants, private credit instruments, and other illiquid investments for financial reporting, tax compliance, transaction support, and strategic decision‑making purposes.
• Build, update, and evaluate complex valuation and financial models utilizing methodologies such as discounted cash flow (DCF), guideline public company analyses, precedent transactions, market multiples, option pricing models, Monte Carlo simulations, and other advanced valuation techniques.
• Assess financial statements, operating results, historical and projected cash flows, business forecasts, management assumptions, strategic plans, and market benchmark data to develop supportable valuation conclusions and identify key drivers of value.
• Conduct detailed research on industries, markets, economic conditions, transactions, and comparable companies, including analysis of peer performance, merger and acquisition activity, competitive positioning, and overall market trends.
• Develop clear and concise valuation reports, technical memoranda, client presentations, proposals, schedules, and other supporting materials that communicate analyses, methodologies, and conclusions effectively.
• Engage with clients and management teams through interviews, diligence sessions, and discussions to obtain relevant information, evaluate key assumptions, and present valuation findings and recommendations.
• Oversee multiple valuation engagements and projects concurrently by managing priorities, coordinating resources, monitoring deliverables, and maintaining project timelines.
• Provide leadership and mentorship to associates, interns, and other junior professionals by offering technical guidance, reviewing work products, supporting professional development, and coaching team members on valuation concepts and project execution.

Minimum Qualifications

• Bachelor's Degree in Accounting, Finance, Economics, or a related field
• Two (2) years of business valuation-related experience
• Proficiency in Microsoft Office Suite

Preferred Qualifications

• Master's Degree
• Current and valid professional business credential(s), including one or more of the following: ASA/AM, CPA/ABV, CVA, AVA, or CFA.
• Experience with online databases, particularly Capital IQ Pro (formerly SNL Financial), and strong skills in company‑specific, industry, and economic research

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we are building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expresses the right not to accept any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee‑based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

New York Salary Range

NY Minimum Salary (USD)

$ 94,100

NY Maximum Salary (USD)

$ 156,800

New Jersey Wage Transparency

Pursuant to New Jersey's Pay Transparency Law, the salary range displayed is for the New Jersey market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non‑exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility‑based and could include group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

NJ Minimum Salary (USD)

$ 94100

NJ Maximum Salary (USD)

$ 156800

Virginia Wage Transparency

Pursuant to Virginia's Equal Pay Law, the salary range displayed is for the Virginia market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non‑exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility‑based and could include group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

VA Minimum Salary ( USD)

$ 78400

VA Maximum Salary (USD)

$ 130600