Advisory Associate

The Valuation & Capital Market Analysis Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Valuation & Capital Market Analysis. This role works within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from experienced staff and management members. The Associate is involved in all stages of client management, including identification of potential valuation issues, construction of valuation modeling, completion of industry and client research and analysis of financial statements.

Job Duties

• Constructs valuation models for a variety of purposes, including but not limited to one or more of the following:
• Valuation of business equity / enterprise value
• Valuation of intangible assets
• Valuation of common stock equities, options etc. for ASC 718 / ASC 820
• Valuation of complex financial securities using Black-Scholes or Monte-Carlo Simulation techniques
• Performs company, industry and economic research
• Performs benchmark analyses and assists with analytical tasks and projects
• Analyzes financial statements
• Assesses operational profitability and financial conditions
• Develops and reviews cash flow forecasts
• Navigates public company databases and filings
• Documents and ensures quality control of work product for assigned engagements
• Composes appropriate narrative reports to support valuation analyses
• Develops exhibits and memos to illustrate complex issue
• Assists with project preparation and delivery
• Archives work files in accordance with BDO Best Practices
• Participates in external and internal client meetings
• Trains and contributes to professional development of assigned professionals
• Other duties as required

Qualifications, Knowledge, Skills and Abilities

Education:

• Bachelors degree in Business Administration, Economics, Finance or other relevant field required.
• M.Com / MBA preferred

Experience:

• One (1) or more years similar experience, preferred

License/Certifications:

• CPA / CFA / ASA or other certification preferred

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, required
• Basic technical skills: Word, standard pdf tools

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Superior analytical skills with the ability to deconstruct complex issues
• Ability to analyze and organize high volumes of data
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels