Financial Services Business Valuation Consultant

About the Role

• Support Deloitte audit teams and non-audit clients with valuation analyses for complex equity and debt securities in connection with regulatory, financial reporting, and tax matters.
• Build and review financial models, analyze financial statements, conduct industry and company research, and prepare written reports and supporting analyses.
• Communicate with internal and external stakeholders regarding project scope, valuation approach, key assumptions, and deliverables.
• Supervise junior staff and Consultants, review work products, and provide guidance to support quality and consistency.
• Support other Deloitte Valuation & Modeling engagements, as needed, based on client and business priorities.

Key Responsibilities

• Support Deloitte audit teams and non-audit clients with valuation analyses for complex equity and debt securities in connection with regulatory, financial reporting, and tax matters.
• Build and review financial models, analyze financial statements, conduct industry and company research, and prepare written reports and supporting analyses.
• Communicate with internal and external stakeholders regarding project scope, valuation approach, key assumptions, and deliverables.
• Supervise junior staff and Consultants, review work products, and provide guidance to support quality and consistency.
• Support other Deloitte Valuation & Modeling engagements, as needed, based on client and business priorities.

Requirements & Tech Stack

• Ability to work independently and collaborate as part of a team.
• Effective written and verbal communication skills.
• Meticulous attention to detail and quality of work product.
• Ability to build and sustain professional relationships.
• Ability to lead projects or workstreams.
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment.
• Strong interpersonal skills and professional demeanor.
• Ability to meet deadlines.
• Ability to provide clear guidance to others.
• Experience using artificial intelligence (AI)-enabled tools and digital technologies to improve efficiency, support analysis, and enhance the quality of work products.
• Ability to travel 30%, on average.
• Must be legally authorized to work in the United States without the need for employer sponsorship.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Quantitative Finance, Financial Engineering, Mathematics or Statistics.
• 2+ years of business valuation and intangible asset valuation consulting experience.
• 2+ Years of experience specifically working in:
• complex securities valuation financial modeling.
• managing client relationships.
• creating and delivering client service work that exceeds client expectations.
• communicating (both written and oral) and presenting complex technical issues to non-technical internal and external clients.
• Employment of various complex securities valuation methodologies such as Black Scholes, Lattice and Monte Carlo simulation modeling.
• Leadership role in project management and executing valuation engagements.
• Executing multiple simultaneous complex securities valuation engagements.

Preferred:

• Master's degree in Quantitative Finance or Financial Engineering.
• CFA.
• Experience in VBA, @Risk and other financial modelling tools.