Senior Valuation Consultant: Modeling & Client Insights

Forvis Mazars US; Charlotte (NC); On-site; USD 94,000 - 157,000; Full time

Job summary

Forvis Mazars, LLP's valuation team delivers independent, technically sound valuations tailored to client needs. They support financial reporting, tax compliance, estate planning, and transactions with rigorous methods and defensible conclusions.

The role involves performing analyses, building models (DCF, market comps, scenario analysis), preparing reports, presenting findings to clients, and mentoring junior staff across engagements. Strong collaboration and regulatory knowledge are prized.

Qualifications

• Two (2) years of business valuation-related experience.
• Proficiency in Microsoft Office Suite.

Responsibilities

• 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 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.

Skills

Two years valuation experience

Microsoft Office

Education

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

Job description

Forvis Mazars, LLP's valuation team delivers independent, technically sound valuations tailored to client needs. They support financial reporting, tax compliance, estate planning, and transactions with rigorous methods and defensible conclusions.

The role involves performing analyses, building models (DCF, market comps, scenario analysis), preparing reports, presenting findings to clients, and mentoring junior staff across engagements. Strong collaboration and regulatory knowledge are prized.