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Associate, Financial Reporting

DNA Diversity Executive Search
San Francisco, CA Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 6/5/2025

About the Company

We are a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.

About this role

The position is in our financial reporting valuation practice, which primarily conducts valuations for stock compensation (ASC 718 / 409A), purchase price allocations (ASC 805), and impairment testing purposes (ASC 350 / 360). This position will also have exposure to valuations for international tax restructuring purposes. The position is ideal for someone interested in gaining exposure to a wide range of valuation assignments involving private equity sponsored portfolio companies and public companies.

Job Responsibilities

  • Build, modify and utilize financial models for business enterprise (DCF, market multiples, etc.) and intangible asset valuation (excess earnings method, relief-from-royalty, etc.)
  • Value complex securities and contingent consideration using option pricing and Monte Carlo simulation models.
  • Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables

Job Requirements

  • 3 to 5 years work experience at a valuation firm or public accounting firm
  • Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis is a plus.
  • CFA designation or be in the process of obtaining it
  • Advanced knowledge of Excel
  • Effective communication skills, strong attention to detail, and analytical capabilities are essential
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team setting.
  • Strong work ethic and ability to work flexible hours around critical due dates.
  • What we offer you

  • Base salary plus bonus (quarterly and year-end merit)
  • Medical / Dental / Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
  • Generous time off
  • Growth- We are growing, and so can your career
  • Reimbursement for admission fees and study materials for CFA
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