Valuation Senior Associate

CBH

. Perform valuations of business enterprises, debt instruments, equity securities, and hybrid or structured securities using discounted cash flow, comparable transactions, and comparable public companies methodologies .

Posted 11/10/2026full-timeUnited StatesSenior💰 $86,100 - $126,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial valuation methodologies, including discounted cash flow and comparable transactions, while effectively analyzing financial statements and constructing valuation models. Strong ability to present findings and mentor junior professionals in a collaborative environment.

Highest-signal resume keywords

Financial Valuation MethodologiesFinancial Statement AnalysisFinancial Modeling in Microsoft ExcelCFA or ASA Credential PursuitPurchase Price Allocations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Valuation of Business EnterprisesDebt Instruments AnalysisEquity Securities ValuationDiscounted Cash Flow MethodologyComparable Transactions MethodologyWACC CalculationIRR CalculationWARA CalculationGoodwill ImpairmentsFinancial Reporting Under U.S. GAAP

Soft Skills

Analytical ThinkingMentorshipPresentation SkillsCollaborationCommunication

Tools & Technologies

Microsoft ExcelAI Technologies and Platforms

Certifications & Qualifications

CFAASA

Industry Keywords

Public AccountingConsultingInvestment BankingMarket ResearchIndustry Growth Estimates

About the role

Key responsibilities & impact

Perform valuations of business enterprises, debt instruments, equity securities, and hybrid or structured securities using discounted cash flow, comparable transactions, and comparable public companies methodologies
Analyze historical financial and operating results, evaluate business trends and risks, and challenge assumptions underlying future financial projections
Construct and review valuation and financial models
Perform financial statement analysis
Assist in developing discount rates including WACC, IRR, and WARA
Perform purchase price allocations for financial reporting and/or tax purposes under U.S. GAAP
Review investment memoranda, investor presentations, credit and equity agreements, and financial models
Conduct market and industry research and develop industry growth estimates
Help prepare valuation reports and other client deliverables
Present analyses and conclusions to internal management, client points of contact, boards of directors, and fiduciaries
Direct engagement activity and provide review and mentorship to Associate-level professionals

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field
Willingness to pursue a relevant professional credential such as CFA or ASA
2+ years of demonstrated experience performing work related to fair value of debt or equity, purchase price allocations, and/or goodwill impairments within public accounting, consulting, or investment banking
Functional understanding of financial statement analysis, including key assumptions, caveats, and limitations
Fundamental understanding of financial valuation theory, methodologies, and applications
Demonstrated technical skills building or working with financial models in Microsoft Excel
Working knowledge of AI technologies and platforms
Eligibility to work in the United States
Must not require work sponsorship

Benefits

Comp & perks

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Comprehensive, high-quality benefits program
Competitive compensation packages based on performance
Flexibility to do impactful work and time outside of work
Professional development and career growth opportunities
Opportunities to connect and learn from professionals from different backgrounds and cultures
Inclusion and belonging-focused shared values