Accounting / FP&A

Valuation Associate

at Permasearch, a TPI Company

📍 Location Oakville, Ontario Hybrid
📋 Details Full-time · Permanent · Not disclosed ·
📅 Posted

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About the Role

Build valuation models, reports for client engagements

About Permasearch, a TPI Company

Valuation-focused firm with CPA/CBV pathways

Full Description

Are you a skilled, intermediate accounting professional with a strong interest in Valuations? Our client is seeking a Valuations Associate to join their team.

Responsibilities:

  • Prepare accurate schedules and reports, including forecasts, earnings analyses, valuation models, and loss quantifications
  • Complete pricing analyses for the purchase/sale of businesses and develop detailed financial models
  • Prepare high-quality client deliverables, including formal valuation reports and quality of earnings analyses
  • Assist with engagement planning by identifying core issues and researching relevant industry valuation drivers
  • Work with team members to finalize valuation analyses and provide regular file status updates to managers
  • Manage multiple valuation files concurrently while liaising with clients, accountants, and external advisors
  • Perform other tasks and duties as required

Qualifications:

  • Post secondary education in accounting or finance required
  • CPA designation is preferable
  • A keen interest in Valuations is required (CBV Enrolment asset)
  • 2+ years Accountant experience
  • Understanding of accounting standards for private enterprises
  • Public accounting firm experience is preferred
  • Robust attention to detail
  • Working knowledge of Quickbooks or Simply Accounting
  • Working knowledge of Caseware and TaxPrep (assets)
  • Excellent communication and interpersonal skills are required

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