Job Openings >> Senior Consultant - Valuation Services
Senior Consultant - Valuation Services
Summary
Title:Senior Consultant - Valuation Services
ID:1025
Department:Valuation
Description

Senior Consultant – Valuation Services Practice Group

The Valuation Services Group (VSG) within Equity Methods assists companies with the design and valuation of equity compensation awards, as well as the fair value measurement of other “Complex Securities.”  The Equity Methods VSG has assisted companies in properly valuing equity awards since 2002, has produced research used by the FASB and SEC and quoted in technical literature, and is constantly innovating to render services in new areas.  As a member in this practice area, you will quickly be exposed to different types of valuation consulting engagements, ranging from Black-Scholes assumption derivation work to custom Monte Carlo simulation model design.  Clients rely on the VSG to develop compliant valuations and defend these analyses to managers and partners at their Big 4 audit firm.

If you enjoy problem-solving, working with data, applying finance theory, and have a collaborative client-focused mindset, then we would like to meet you and give you the opportunity to learn more about our practice.  While not all our professionals came to us with a background in equity compensation, consulting, or the valuation of other financial instruments, all share our cultural values: solving complex problems thoughtfully and working with project stakeholders to create value for clients.

About the Equity Methods Consulting Practice

Equity Methods serves a diverse clientele primarily consisting of Fortune 1000 companies, including 30 of the Fortune 100. The company is strategically partnered with some of the largest financial institutions, works closely with Big 4 public accounting firms, and has provided key guidance to the FASB and SEC as they formulated policy regarding equity compensation accounting.  In addition to its VSG, other practice areas within Equity Methods are responsible for a diverse array of services, including performing financial reporting for equity compensation programs and providing strategic guidance to human resources executives concerning the design of compensation programs and the proxy process.

Equity Methods professionals have significant interaction with senior managers at large publicly traded companies. With approximately 60 professionals and hundreds of clients, Equity Methods seeks to combine the best of a large professional services firm with the best of a smaller, more entrepreneurial company. The culture encourages innovation, collaboration, drive, and creativity in continually enhancing the way clients are served and solutions are originated.

Roles for the Senior Consultant in the Valuation Services Group

  1. Individually set goals and lead projects from inception to completion, which requires competencies in financial modeling, critical data analysis, and quantitative finance. Specifically, this involves mastering the firm’s standard option-pricing techniques, and then leveraging this experience to lead client engagements aimed at recommending valuation methodologies for their equity compensation awards. Core areas include:
    1. Review complex legal agreements to determine key terms for modeling.
    2. Design, development, and testing of Monte Carlo simulation models to value various securities including equity compensation awards containing a market condition as well as a range of other financial derivatives.  Communicate results with clients and provide support to external audit firms reviewing and auditing the work.
    3. Design, implement, and document the underlying data handling processes of valuation consulting engagements, ensuring recommended valuation methodologies fit the company's unique characteristics and adhere to the accounting standards.
  2. Serve as primary contact for clients; having direct communication with clients to discuss, price, and initiate projects.
  3. Lead client presentations and oversee the support staff's role in client presentations.
  4. Serve as an internal subject-matter expert by assisting in internal reviews, staff training, and other responsibilities of a senior professional in the practice.  Foster a healthy and respectful work environment by encouraging collaboration, supporting contributions of team members and giving/receiving constructive feedback as necessary.
  5. General oversight of the on-time and accurate delivery of client engagements.  This includes managing the overall delivery timeline, testing and validating Equity Methods’ internal processes and procedures have been performed in accordance with specification, and performing manual and automated tests on the final results to validate reports are ready for delivery.
  6. Represent the company during on-site visits with clients, industry conferences, and recruiting events, and author thought leadership artifacts such as white papers and issue briefs.

Qualifications & Requirements:                                              

  1. Bachelors or Masters in accounting, finance, or economics.  Quantitative training in valuation is generally expected
  2. Expertise and experience in quantitative finance subjects, such as derivatives valuation, and/or theoretical accounting work involving interpreting accounting standards and designing processes
  3. Strong detail- and accuracy-orientation. Successful candidate must demonstrate attention-to-detail with regard to drafting processes, reviewing technical materials, and performing analyses
  4. Ability and willingness to think critically and solve “out-of-the-box” problems independently
  5. Creativity in engineering processes from both a controls and efficiency perspective
  6. Maturity in internal/external communication and time management
  7. 2 – 5 years of experience in equity compensation valuation
  8. Background check and cognitive ability testing required
  9. Desirable: Exposure to SAS or another programming language for high-volume data handling

Job location: Scottsdale, AZ

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