Valuation Associate

About the firm:

Tall Oaks Partners is a full-service, independent valuation and financial advisory services firm based in The Woodlands, TX.  Our firm provides a range of valuation and financial advisory services to clients operating and investing across multiple industries.

The firm is structured to allow the collective team to forge close, meaningful relationships with our clients and operate efficiently to meet their valuation and financial advisory needs.  We bring a dedicated team of technical and industry specialists who understand the importance of communication throughout a client engagement, as well as being present to address urgent matters that may arise.  We value our client relationships and their businesses and are looking to grow the team with talented, hard-working individuals dedicated to the same.

Job description and responsibilities:

An Associate at Tall Oaks Partners is responsible for assisting in the delivery of valuation and financial advisory services, for financial reporting, tax planning, and other strategic purposes. Assignments may include purchase price allocations, business unit and asset impairment valuations, intangible asset valuations, debt and equity security valuations, and financial modeling. Assignments may include the valuation of employee stock options, privately held equity interests, contingent consideration/earn-outs, convertible debt, and other forms of equity compensation.

The role of an Associate is to:

• Support engagement teams to provide valuation and financial advisory services to clients, including selecting and applying appropriate methodology, writing opinions and reports, and supporting conclusions through audit and other reviews.
• Perform research on specific companies, industries, economic trends, and other business interests utilizing publicly available data, third-party databases, and other sources.
• Review and analyze financial statements and corporate SEC filings.
• Develop Excel-based financial models for valuations with functionality and features that enable quick and reliable assessment of estimates, scenarios, and sensitivity calculations.
• Work directly and communicate effectively with client senior level management and other stakeholders to gather data for valuation analyses, coordinate the engagement process, and to present findings/estimates of value.
• Present research findings and valuation analysis conclusions to Tall Oaks Partners management verbally and in writing.

Desired experience and skills:

• 1-3 years of related valuation experience for tax and financial reporting including 409a and ASC 718.
• Advance proficiency with Black Scholes and Monte Carlo simulation modelling.
• Undergraduate level degree or above in finance, accounting, or economics.
• Astute attention to detail, exceptional organizational skills, ability to multi-task, and strong sense of ownership for work performed.
• Active ASA or CFA or related professional credential or demonstrated progress towards credentials.
• Knowledge and expertise in generally accepted valuation approaches and methods, including the income, market, and cost approaches.
• Willingness to work with other team members and to interact effectively with individuals of various backgrounds and levels.
• Proven ability to apply strong analytical and problem-solving skills in a fast-paced, driven environment that requires responsiveness and high value-added contributions.
• Clear, professional, and effective verbal and written communications skills in client-facing and internal interaction.
• Thorough understanding of income statements, balance sheets, and cash flow statements, and experience analyzing historical financial statements in 10Ks and other SEC filings.
• Advanced proficiency with the Microsoft Office suite, with emphasis on Word, PowerPoint, and Excel (including advanced features such as macros, pivot tables, and conditional formulas).

Employment type and compensation:

• Full-time
• Market-competitive base salary, with semi-annual bonuses payable based on firm and individual employee performance