What are the responsibilities and job description for the Senior, Complex Securities Valuation - Accounting Advisory (Boston, MA) position at DLA, LLC?
As a leading firm focused on internal audit, accounting and corporate finance, our goal at DLA, LLC is to continuously develop our employees and to embrace a culture that combines fun with hard work and dedication!
DLA, LLC is seeking an experienced Senior in Complex Securities Valuation, responsible for executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion.
This role is actively engaged in building valuation models for complex financial instruments including but not limited to: convertible notes, derivatives, SAFEs, absolute TSR, relative TSRs, performance and market awards, restricted stock, options, warrants, contingent considerations, clawback provisions, etc.
Duties & Responsibilities:
- Builds valuation models related to a variety of complex financial instruments for financial reporting, tax, and other business purposes
- Oversees client engagement from beginning to end, including but not limited to, project set up and other administrative items, builds valuation models, communicates, and participates in presentations with the client
- Must work with mathematical and statistical financial models for valuations of multiple asset classes including complex securities, options, derivatives, earnouts, equity allocations, credit instruments, including, but not limited to, Monte Carlo simulations and Lattice Models
- Critically reviews model functionality, evaluates, and documents the methodology employed, assumptions used, and conclusions reached
- Ensures quality controls are adhered to in association with all work products
- Participates in internal and external client meetings
- Assists and provides feedback to peers and staff members in the development of project plans and timelines for deliverables
- Other duties as required
Knowledge & Skills
- Undergraduate degree in Finance, Economics, Engineering, Mathematics, or Statistics; Masters or advanced degree is desirable
- ASA, ABV or CFA preferred
- 3 years complex securities valuation experience in professional services (e.g. public accounting and/or management consulting)
- Experience in building Monte Carlo simulations and lattice models required
- Strong valuation skills and a working knowledge of complex securities U.S. GAAP
- Experience using modeling tools such as plug-ins in MS Excel, Oracle Crystal Ball, @Risk, or MATLAB
- Above average written and verbal communication skills with experience producing and delivering communications to senior leadership
- Entrepreneurial nature, self-motivated, ethical, and dependable with commitment to quality client service
- Interpersonal skills to interact in a client-facing team environment
Why DLA:
- Unlimited PTO and your birthday is a holiday
- 401(k) retirement plan with a company match
- Commuting expenses reimbursed
- Continuing education courses and training
- Employee referral and commissions programs
- Robust healthcare plans
Our clients come from all walks of life and so do we. DLA hires great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for consulting, you will find a home with us.
Our company is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. We are also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures.
DLA is rapidly growing. Come be a part of our success story!
