Senior Associate, Valuation Services

At Cohen & Company, our purpose is to engage, teach, inspire and improve lives through the power of knowledge and trust. We value great people, teamwork, a competitive spirit and courage, and the ability to adapt and remain optimistic.

Our Advisory Division work focuses on Valuation and Forensic Services, Accounting Advisory Solutions, Transaction Services, and Management Consulting. The business valuation professionals work closely with their clients to learn about the company from all points of view to provide a fair, accurate, and confidential picture of the company's value. Our clients range from individual partnership interests; to small companies and professional practices; to large regional, national and multi-national companies.

We are very excited about our growth opportunities and are seeking an individual with an entrepreneurial energy and commitment to client service to join our Valuation & Forensic Services team!

As a Senior Associate on our Valuation Services team, you will take the lead on complex business and portfolio valuations while supporting our audit teams with independent valuation reviews. You will work across multiple engagements simultaneously, leveraging your analytical expertise and industry knowledge to deliver accurate, client-ready work product.

Valuation & Analysis

• Apply conceptual thinking and analytical skills to conduct business valuations and portfolio valuations, and review valuations in support of audit teams
• Perform in-depth financial and valuation analysis and modeling
• Keep current on best practices in industry analysis and market data/issues, sharing knowledge with the team and clients to improve decision-making
• Compile and issue supporting documentation and final reports for ongoing projects
• Manage multiple engagements simultaneously while maintaining quality and meeting deadlines
• Continue to advance technical knowledge and pursue relevant credentialing

Client Experience

• Communicate effectively with stakeholders at all levels, from staff to executive leadership
• Develop and maintain strong relationships with internal and external stakeholders
• Participate in client meetings and contribute meaningfully to discussions
• Demonstrate critical thinking and the ability to bring insight and offer solutions to complex problems

Team Leadership

• Review work from Interns and Staff, providing constructive and timely feedback
• Serve as a technical expert and mentor in the valuation space to Interns and Staff

Qualifications

• 3+ years of valuation experience
• Bachelor's degree required
• Ability to easily transition between projects and engagements
• Strong team player with a collaborative, solutions-oriented mindset
• Desire for continuous learning and an entrepreneurial spirit

Preferred Experience

• Chartered Financial Analyst (CFA), Accredited Senior Appraiser (ASA), Certified Public Accountant (CPA), or other valuation industry credentials

#LifeatCohen

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.