Deloitte

FSI Business Valuation - Senior Consultant

Deloitte$102K — $188K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, or Accounting; MBA or CFA is a plus
  • 5+ years of business and intangible asset valuation consulting experience, especially in Financial Services
  • Experience providing client-facing valuation analyses in consulting
  • Demonstrated knowledge of ASC 805 and ASC 350 for financial reporting
  • Proficient in various valuation methodologies and approaches
  • Experience building financial models and conducting comprehensive analyses
  • Familiarity with AI-enabled tools for enhancing work efficiency

Responsibilities

  • Perform financial reporting valuations for business combinations and allocations
  • Support goodwill and asset impairment analyses for reporting purposes
  • Conduct tax-related valuations including purchase price allocations
  • Assist with business plan development and strategic investment decisions through valuation
  • Prepare valuations for derivative securities, debt instruments, and compliance purposes

Benefits

  • Broad range of employee benefits offered by Deloitte
  • Opportunities for professional development and advancement
  • Supportive company culture focused on valuing people
  • Participation in a discretionary annual incentive program
Full Job Description
Work you'll do

As a Senior Consultant on the Valuation & Modeling team, you will be responsible for:
  • Performing financial reporting valuations for business combinations, including purchase price allocations, enterprise values, intangible assets, and legal entities
  • Supporting goodwill and indefinite-lived and long-lived asset impairment analyses for financial reporting purposes
  • Conducting valuations for tax purposes across federal, state, local, international, and personal tax matters, including tax purchase price allocations
  • Assisting clients with business plan development, strategic investment decisions, and other financial objectives through valuation analyses
  • Preparing valuations for derivative securities, debt instruments, employee stock option plans, and regulatory or compliance purposes
A successful candidate would possess these skills:
  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others
The team

Our Valuation & Modeling team provides financial modeling for business planning, transactions, and operational improvements. We conduct valuation for tax purposes, regulatory compliance, mergers and acquisitions (M&A), litigation, bankruptcy, and risk management. Additionally, we support audit processes with fair value measurements.

Qualifications Required:
  • Bachelor's degree in Finance, Economics, or Accounting; an MBA and/or CFA designation is a plus
  • 5+ years of business valuation and intangible asset valuation consulting experience serving Financial Services clients in the Banking and Insurance sectors
  • Demonstrated experience providing client-facing valuation analyses to third-party clients in a consulting or advisory environment
  • Demonstrated knowledge of working under ASC 805 and ASC 350, including purchase price allocations, goodwill valuations, and impairment analyses for financial reporting purposes
  • Experience conducting valuations for tax purposes across federal, state, local, international, and personal tax matters, including tax purchase price allocations
  • Experience applying cost, market, and income valuation approaches and methodologies, including discounted cash flow/dividend discount model, guideline public company, guideline transaction, excess earnings, relief from royalty, with-and-without, comparative sales, replacement cost, and capital asset pricing model methodologies
  • Experience building financial models to value common stock, business entities, intangible assets, and other financial instruments, as well as conducting client, economic, industry, competitor, and ratio analyses
  • Experience preparing and reviewing valuation reports, exhibits, letters, and other client deliverables; proficiency with Microsoft Excel, Microsoft Word, and Microsoft PowerPoint
  • Experience using artificial intelligence (AI)-enabled tools and digital technologies to improve efficiency, support analysis, and enhance the quality of work products
  • Experience supervising, training, and developing junior staff and assessing performance
  • Ability to travel 30%, on average, based on the work you do and the clients you serve
  • Limited immigration sponsorship may be available
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $102,800 to $188,400.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

About Deloitte

Deloitte is a multinational professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services. The company was founded in London in 1845 and has since grown to become one of the largest professional services firms in the world. Deloitte has over 330,000 employees in more than 150 countries and territories. The company's mission is to help clients achieve their goals and make an impact that matters in their businesses and communities.
Learn more about Deloitte
Size
330,000 employees
Industry
Founded
1999

Similar Jobs

More Jobs at Deloitte

More Finance & Insurance Jobs

Find similar FSI Business Valuation - Senior Consultant jobs: