Senior Consultant, Valuations

Armanino Advisory LLC; San Ramon (CA); Hybrid; USD 91,000 - 124,000; Full time

Benefits offered by this job

Medical

Dental

Vision

PTO & Sick Time

401K with Profit Sharing

Wellness program

Parental leave

Flexible work arrangements

11 paid holidays

Job summary

Armanino is seeking a Senior Consultant to lead valuation engagements, build complex models, and manage day-to-day client relationships across multiple US locations. You will coach junior staff, coordinate with directors and partners, and deliver defensible work for auditors and tax authorities.

The role emphasizes mastering complex valuation work with a clear path toward Manager, in a hybrid environment requiring in-office collaboration 50% of the time.

Qualifications

• Bachelor’s degree in business, accounting, finance, statistics, mathematics, or engineering.
• Valuation designation(s) ASA, CFA, ABV, or CVA, or progress toward one.
• Advanced Excel and financial modeling skills with hands-on experience building/reviewing DCF, market, option pricing, and equity allocation models.

Responsibilities

• Lead and deliver valuation engagements for financial reporting, 409A, gift/estate tax, and M&A.
• Own day-to-day execution of engagements from scope to final deliverable.
• Train and guide analysts, review work for quality control.

Skills

Advanced Excel

Financial modeling

DCF analysis

Communication skills

Coaching

Client management

Education

Bachelor’s degree in business/finance/engineering

Tools

S&P Capital IQ

Bloomberg

PitchBook

BVR

Job description

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to beAmong the top 20 Largest Public Accounting Firms in the Nationand one of theBest Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Armanino’s Valuation and Forensics Practice assists start-ups, private and public companies, estates, attorneys, as well as venture capital and private equity firms with business valuation, tangible asset, and custom financial modeling services. Armanino’s valuation team has a track record of delivering industry leading expertise and value to clients across a wide range of industries and consulting assignments.

We are looking to add to our wickedly smart team in one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St.Louis (Missouri); Atlanta (Georgia); Chicago (Illinois); Philadelphia (Pennsylvania); New York (NewYork); or Denver (Colorado).

As a Senior Consultant, you are the technical engine of an engagement. You will build and review the models, own the day-to-day client relationship, and produce work that is defensible in front of auditors, the IRS, and other reviewers. You will also begin coaching consultants and analysts, and you will have direct access to the directors and partners who lead the practice. This is a role for someone who wants to master complex valuation work and be on a clear path to Manager.

Job Responsibilities

• Lead and deliver business valuation engagements for financial reporting (ASC 805, ASC 350/360, ASC 820, ASC 718), 409A and other tax compliance, gift and estate tax, management planning, litigation support, and M&A purposes.
• Own the day-to-day execution of engagements from scoping and proposal support through final deliverable, keeping projects on budget and on schedule.
• Build, populate, and review financial models, including discounted cash flow, guideline public company and guideline transaction analyses, the Option Pricing Method, PWERM, and Black- Scholes lattice models.
• Identify, assess, and analyze comparable public/private companies and transactions to derive valuation multiples, using sources such as S&P Capital IQ, Bloomberg, PitchBook, and BVR.
• Draft clear, well-supported narrative reports and memos that document the analysis and conclusions and withstand third-party scrutiny.
• Train and guide analysts and review their work to ensure quality control, providing written and oral coaching.
• Research and analyze market conditions and trends to develop valuation opinions.
• Serve as the day-to-day client contact, leading data requests, management interviews, and status communications, and presenting findings to client stakeholders.
• Perform audit reviews of valuations performed by other appraisers.
• Respond to and resolve review comments from auditors, the IRS, and other external reviewers with well-documented support.
• Contribute to the practice by enhancing template models, presenting internal training, and supporting thought leadership and recruiting efforts.

Requirements

• Minimum of 2 years progressively responsible valuations experience within a business valuation firm or valuation practice of an accounting or consulting firm
• Bachelor’s degree, preferably in business, accounting, finance, statistics, mathematics, or engineering
• Prior experience effectively resolving external review issues (auditors, IRS, etc.) is a plus
• Relevant valuation designation(s) ASA, CFA, ABV, or CVA, or progress toward one or more of these
• Advanced Excel and financial modeling skills, with hands-on experience building and reviewing DCF, market approach, option pricing, and equity allocation models
• Working knowledge of market data sources such as S&P Capital IQ, Bloomberg, PitchBook, or BVR
• Strong report writing skills, with the ability to explain methodology, assumptions, and conclusions clearly and concisely
• Proven ability to manage multiple engagements simultaneously and deliver high-quality work on time and within scope and budget
• Experience reviewing, coaching, and developing junior valuation professionals
• Excellent communication skills
• professional presentation skills
• self-starter, cooperative attitudeteam player
• Detail oriented, flexible, and responsive Must adhere to Armaino’s 50% in-office requirement "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms

For Colorado residents, the compensation range for this position: $79,400 - $108,200.

For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $87,300 - $119,000.

For Northern California residents, the compensation range for this position: $91,300 - $124,300.

Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including:

• Medical
• dental
• vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of LosAngeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, and the City of LosAngeles’ Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States.

We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities.