Senior Associate Valuation
Location: Klamath Falls
Posted on: August 7, 2022
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
--- Assist senior staff with developing, maintaining and generating
--- 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
--- Bachelor's Degree in Finance, Accounting, or Economics is
--- 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
Keywords: Citizens, Medford , Senior Associate Valuation, Accounting, Auditing , Klamath Falls, Oregon
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