Senior Consultant - Valuation - Complex Securities

Role & responsibilities

• Lead the execution and review of complex securities valuation projects for financial reporting, tax reporting, and management decision-making purposes, including convertible debt, contingent consideration, equity compensation, TSR awards, debt, swaps, and embedded derivatives
• Develop, customize, and interpret valuation models including PWERM, binomial lattice, Monte Carlo simulation, Black-Scholes frameworks, and other option-pricing and scenario-based models
• Independently analyze legal and financial agreements (derivatives, options, warrants, and other instruments) to identify key valuation inputs and appropriate methodologies
• Manage multiple concurrent engagements, ensuring quality, budget adherence, and timely delivery
• Take ownership of internal initiatives, process improvements, and key performance metrics within the practice

Preferred candidate profile

• Minimum of 2 years of experience in complex securities or financial instrument valuation within a public accounting, national valuation, or financial advisory firm
• Proficiency in at least one advanced analytical or simulation tool (e.g., Crystal Ball, R, Python, VBA, or similar)
• Prior experience interacting with external reviewers (auditors, IRS, or other third parties), including supporting audit or regulatory reviews
• Relevant valuation or financial credentials (ASA, CPA, CEIV, CVFI, ABV, CVA, FRM) or active progress toward one or more
• Excellent communications skills; professional presentation skills; self-starter, cooperative attitude; team player 
• Detail oriented, flexible, and responsive 
• Flexible hybrid work environment with regular in-person collaboration and periodic travel to client sites as needed.