Demo

Associate

PCE Management, Inc.
Winter Park, FL Full Time
POSTED ON 3/28/2025
AVAILABLE BEFORE 5/28/2025

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
  • Assist colleagues in managing client expectations concerning project deliverables and deadlines and lead change efforts effectively
  • Manage, lead, and assist in the development of valuation colleagues
  • Manage due diligence, document assembly, and finalization of working papers that support valuations
  • Proactively and effectively contribute to the marketing and business development efforts
  • Must be able to work independently and demonstrate a collaborative style. Must have ability to manage multiple priorities and projects at one time
  • The ideal candidate will be able to develop models to value a variety of valuation projects and complex financial instruments, such as equity securities, convertible debt instruments, derivatives, and contingent liabilities across a wide range of industries

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.

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Job openings at PCE Management, Inc.

PCE Management, Inc.
Hired Organization Address Winter Park, FL Full Time
PCE Management is seeking a dynamic and experienced Vice President of Business Valuations to lead our expert team in del...

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