Accounting / FP&A
Valuation Associate
at Permasearch, a TPI Company
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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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