Associate, Economic Valuation Services

About the Role

Valuation professionals at KPMG provide clients robust and informed guidance on valuation matters across multiple sectors, deal stages and business needs. They determine fair (market) value of equity shares, assets or complex financial instruments for mergers and acquisitions, financial reporting, tax and other regulatory standards. Engagements include providing pre and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations and recurring fund valuations.

Key Responsibilities

• Analyze competitive industry dynamics and financial condition of peer companies, evaluate business plans, adjust financial statements and build financial models including discounted cash flow analyses, capital asset pricing model, market multiples methods and replacement cost valuation approaches.
• Participate in due diligence activities on pending mergers and acquisitions transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions.
• Research, analyze and communicate the key qualitative factors and quantitative drivers of companies and industries.
• Analyze data and prepare documentation of analyses for financial reporting, tax and other business purposes using various data analysis and visualization tools, including Microsoft Excel, Access, Power BI, Alteryx and similar tools.
• Interview senior client management, identify and evaluate critical valuation related inputs from large quantity of diverse information and concisely document findings.
• Prepare proposals, executive presentations, memos and/or narrative valuation reports detailing methodologies, inputs and assumptions.
• Prepare valuation transfer pricing reports for closely held or publicly traded companies.
• Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power BI, and more.

Qualifications

• Must be pursuing and have obtained by the start date or have completed the following degrees/majors in the past 12 months: Bachelors and/or Masters in Accounting, Economics, Business, Finance, Mathematics, or equivalent program from an accredited college or university.
• Preferred GPA of 3.0 or above.
• Coursework or minor in information systems, software engineering, computer science or data and analytics preferred.
• Knowledge of finance, financial statement analysis, quantitative and competitive analysis; building complex financial models and efficient manipulation of cumbersome data.
• Strong in technical, business acumen, critical thinking and agility skills. Demonstrated ability to excel and drive strategic outcomes, coupled with a professional demeanor and a collaborative leadership approach, in a dynamic, evolving environment.
• Demonstrated quality service mindset, strong technical aptitude, ability to learn and navigate technologies such as artificial intelligence (AI), Alteryx and Power BI, MS Office Applications including Excel, PowerPoint, Word and Outlook and apply emerging technologies to enhance tax processes and insights.
• Excellent communication, time management and leadership skills, feedback oriented, and resourceful in delivering high quality work.
• Must reside within a reasonably commutable distance to the office for this position.
• Ability to travel and/or work on-site at client premises as needed, at times with relatively short notice.
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.