Associate – Valuations & Financial Advisory

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About the Department

Valuation & Financial Advisory team

Business Valuations Practice

Financial Advisory Practice

Collaboration is key to our success. We partner across departments to build specialized teams for every engagement, ensuring outstanding results., our dynamic culture promotes continuous learning, professional growth, and meaningful career advancement.

Key Responsibilities

• Assist in performing valuation assignments for M&A transactions, tax planning, financial reporting, and other advisory services across diverse industries.
• Develop business plans, teasers, Confidential Information Memorandums (CIMs), and investor pitch decks to support fundraising and advisory engagements.
• Prepare professional deliverables including reports, engagement letters, presentations, and client correspondence with high attention to detail and accuracy.
• Conduct comprehensive economic, industry, and market research.
• Analyze financial and non-financial data to derive insights and prepare findings for senior team members.
• Build and maintain financial models using multiple valuation methodologies and analytical tools such as BVR Resource, IBIS World, Comparable AI, and Pitchbook.
• Participate in client meetings and calls as a secondary contact for day-to-day project execution.

Qualifications & Skills

• CPA designation or equivalent (preferred but not mandatory).
• Prior experience in accounting, valuation, corporate finance, or M&A advisory (preferred).
• Strong understanding of

  IFRS

  ,

  ASPE

  , or

  US GAAP

  , with emphasis on fair value concepts.
• Proficiency in

  Microsoft Excel, Word, and PowerPoint

  .
• Familiarity with valuation tools such as

  BVR Resource

  ,

  IBIS World

  , and

  Pitchbook

  .
• Analytical thinker with strong attention to detail and problem-solving skills.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
• Excellent communication and presentation skills with the ability to engage clients effectively.

Why Join Clearhouse

• Collaborative and growth-oriented work environment
• Exposure to diverse industries and complex financial transactions
• Opportunities for continuous learning and professional advancement