Valuation Advisory (Complex Financial Instruments) - Senior Associate

CohnReznick; Dallas (TX); Hybrid; USD 70,000 - 110,000; Full time

Job summary

CohnReznick is seeking a Senior Associate to join the Complex Financial Instruments team within its Valuation Advisory practice in Dallas. The role includes performing and reviewing valuations of various financial products, conducting market research, and contributing to client engagements. The firm promotes a collaborative work environment and offers generous benefits, reinforcing its commitment to a balanced professional and personal life.

Benefits

Generous PTO

Flexible work environment

Extensive learning & development

Paid time off for volunteering

Qualifications

• 1-3 years business valuation experience with a Big 4 or Top 20 public accounting and advisory firm.
• Ability to work on multiple engagements simultaneously with competing priorities.
• Experience with valuing complex financial instruments.

Responsibilities

• Work on CFI valuation engagements, including valuations of equity, debt, and derivatives.
• Perform third-party business valuations for financial reporting purposes.
• Write narrative valuation reports and maintain communication with supervisors.

Skills

Financial Valuation

Research and Analysis

Interpersonal Skills

Presentation Skills

Education

Bachelor’s degree in Finance or Applied Mathematics

Master’s degree

Tools

Capital IQ

Microsoft Excel

Microsoft Word

Job description

Valuation Advisory (Complex Financial Instruments) - Senior Associate

Opportunity ID

8383

Department Advisory

Location(s) Dallas

State Texas

Function Transaction and Valuation Advisory

Job Description

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

We currently have an exciting career opportunity for aSenior Associateto join the Complex Financial Instrumentsteam in ourValuation Advisorypractice.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.

YOUR TEAM.

This position will support our Valuation Advisorygroup. This group provides a wide suite of services to clients, giving you the opportunity to learn, grow, and build out your skills. As a member of this team, you’ll interact with team members across all levels within the practice.

WHY COHNREZNICK?

At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.

We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities include but not limited to:

• Work on CFI valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting, tax, and transactions
• Perform and review third-party business valuations (for audit support) for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), tax, and strategic planning purposes
• Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method
• Demonstrate general knowledge of intangible assets valuation methods such as MPEEM, Relief from Royalty Method, Distributor Method, etc.
• Perform market, industry, and economic research and analyses
• Review and summarize financial, corporate, and legal agreements and other documents
• Write narrative valuation reports
• Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate
• Maintain active communication with supervisors throughout engagements and begin to develop client relationships

The successful candidate will have:

• Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus.
• Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, CrystalBall, Thomson Reuters or Bloomberg) and coding is a plus.
• 1-3 years business valuation experience with a Big 4 or Top 20 public accounting and advisory firm
• Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc.
• Experience working with Capital IQ
• Highly Proficient in Microsoft Office, especially Excel and Word
• Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment
• Excellent written, interpersonal, and presentation skills

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply.You may be just the right candidate for this or one of our other roles.

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [e-mail] Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.