Associate – Business Valuation

PCE is a leading financial service firm dedicated to helping middle-market business owners reach their financial goals. We provide a full range of services, from growth strategies and exit events to valuations and Employee Stock Ownership Plans.

At PCE, our success is powered by our unique culture. Employees work in a supportive environment where teamwork, collaboration, and partnership are fundamental to our work process. The right candidate will be a part of a growing company with leadership and ownership opportunities. We are proud to offer a competitive salary and a generous annual bonus to all team members.

PCE seeks a dynamic individual to join our valuation team. As an Associate, you will help clients, ranging from early-stage start-up companies to large multinational corporations, solve complex business valuation issues. We seek a detail-oriented individual who can work collaboratively with senior leadership and analyst, while providing excellent client service.

Description

As an Associate in our valuation practice, you will have the opportunity to work on a variety of different projects and interact with high-level executives across multiple industries, performing various tasks, including

• Manage, plan, execute and deliver business and intangible asset valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, ESOPs, restructuring and reorganization, and management planning purposes
• Conduct research of clients, the client’s peer group, the client’s industry, economic data, capital markets, as well as other relevant data pertinent to each assignment;
• Gather, organize, analyze, and present financial data and industry information in order to evaluate a client's business;
• Review legal documents, agreements, investment documents, term sheets, and other relevant data and information with respect to the rights and preferences, features, ownership structure, investment terms, historical and projected financial performance, and operational data as they relate to certain assets, liabilities, and equity and debt instruments;
• Support senior leaders of PCE with financial analyses, valuations, model development and review, and the execution of engagements;
• Must be able to work independently and demonstrate a collaborative style. Must have ability to manage multiple priorities and projects at one time
• Complete engagements independently in a fast-paced environment, involving financial analyses, report writing and presentations to colleagues and clients; and

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field (Advanced degree preferred)
• Minimum of three years of business valuation experience within a business valuation firm or valuation practice of an audit, tax, and advisory firm

· CPA, CFA, and/or valuation credential such as ASA, CVA, ABV is preferred

• Demonstrated experience in fair value measurements for financial reporting purposes (e.g., ASC 805, ASC 350, ASC 718), or fair market value measurements for tax compliance, ESOPs, or other related services
• Ability to manage multiple projects and priorities in a fast-paced environment

· Excellent written, presentation, leadership, and interpersonal communications skills.