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Senior Associate Valuation

Company: Citizens
Location: Klamath Falls
Posted on: August 7, 2022

Job Description:


Willamette Management Associates (A Citizens Company) is seeking talented candidates interested in a growth opportunity as a business valuation Senior Associate.

We seek experienced Associates with an interest in the disciplines of business valuation (including closely held company valuation, illiquid stock and bond valuation, and intangible asset and intellectual property valuation). Analytics also include damages, related forensic analysis, tangible and intangible property appraisal, and intercompany transfer pricing analysis.

We are currently recruiting for the Senior Associate level role in our Portland office, the role can be regionally remote with the ability to go to Portland for on site events when required.

Primary responsibilities include:

--- Work with Managers, Vice Presidents, and Directors to prepare and review quantitative valuation and other analyses.
--- Prepare written reports, deliver presentations, and assist with development of new client engagements.
--- Perform financial advisory services primarily for transaction, taxation, and litigation purposes.
--- Demonstrate thought leadership through professional publication and professional organization activities.
--- Act as primary contact with major corporate and institutional clients.
--- Assist senior staff with developing, maintaining and generating revenue.


Required Skills/Qualifications:

--- 3+ years of experience in accounting (e.g., audit services, assurance services) with a desire to move into business valuation OR 2+ years of experience in business valuation.
--- Demonstrated thought leadership and experience in accounting/finance and management due diligence.
--- Demonstrated ability to work collectively within teams.
--- Strong analytical and problem solving skills.
--- Strong oral and written communication skills.

Education, Certification, and/or Other Professional Credentials:

--- Bachelor's Degree in Finance, Accounting, or Economics is required
--- Master's Degree or MBA preferred
--- Desired: one or more of the following credentials: certified public accountant (CPA), accredited in business valuation (ABV), chartered financial analyst (CFA) designation, certified business appraiser (CBA), certified valuation analyst (CVA), or accredited senior appraiser (ASA).

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Keywords: Citizens, Medford , Senior Associate Valuation, Accounting, Auditing , Klamath Falls, Oregon

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