Senior Associate, Valuation Services

Who We Are

At Cohen & Company, our purpose is to engage, teach, inspire and improve lives through the power of knowledge and trust.

We value great people, teamwork, a competitive spirit and courage, and the ability to adapt and remain optimistic.

Our Advisory Division work focuses on Valuation and Forensic Services, Accounting Advisory Solutions, Transaction Services, and Management Consulting.

The business valuation professionals work closely with their clients to learn about the company from all points of view to provide a fair, accurate, and confidential picture of the company's value.

Our clients range from individual partnership interests; to small companies and professional practices; to large regional, national and multi-national companies.

We are very excited about our growth opportunities and are seeking an individual with an entrepreneurial energy and commitment to client service to join our Valuation & Forensic Services team!

What You'll Do

As a Senior Associate on our Valuation Services team, you will take the lead on complex business and portfolio valuations while supporting our audit teams with independent valuation reviews.

You will work across multiple engagements simultaneously, leveraging your analytical expertise and industry knowledge to deliver accurate, client-ready work product.

Valuation & Analysis


* Apply conceptual thinking and analytical skills to conduct business valuations and portfolio valuations, and review valuations in support of audit teams


* Perform in-depth financial and valuation analysis and modeling


* Keep current on best practices in industry analysis and market data/issues, sharing knowledge with the team and clients to improve decision-making


* Compile and issue supporting documentation and final reports for ongoing projects


* Manage multiple engagements simultaneously while maintaining quality and meeting deadlines


* Continue to advance technical knowledge and pursue relevant credentialing

Client Experience


* Communicate effectively with stakeholders at all levels, from staff to executive leadership


* Develop and maintain strong relationships with internal and external stakeholders


* Participate in client meetings and contribute meaningfully to discussions


* Demonstrate critical thinking and the ability to bring insight and offer solutions to complex problems

Team Leadership


* Review work from Interns and Staff, providing constructive and timely feedback


* Serve as a technical expert and mentor in the valuation space to Interns and Staff

Who You Are

Qualifications


* 3+ years of valuation experience


* Bachelor's degree required


* Ability to easily transition between projects and engagements


* Strong team player with a collaborative, solutions-oriented mindset


* Desire for continuous learning and an entrepreneurial spirit

Preferred Experience


* Chartered Financial Analyst (CFA), Accredited Senior Apprais...