Talent.com
Associate, Financial Reporting
Associate, Financial ReportingDNA Diversity Executive Search • San Francisco, CA, United States
serp_jobs.error_messages.no_longer_accepting
Associate, Financial Reporting

Associate, Financial Reporting

DNA Diversity Executive Search • San Francisco, CA, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

About the Company

We are a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.

About this role

The position is in our financial reporting valuation practice, which primarily conducts valuations for stock compensation (ASC 718 / 409A), purchase price allocations (ASC 805), and impairment testing purposes (ASC 350 / 360). This position will also have exposure to valuations for international tax restructuring purposes. The position is ideal for someone interested in gaining exposure to a wide range of valuation assignments involving private equity sponsored portfolio companies and public companies.

Job Responsibilities

  • Build, modify and utilize financial models for business enterprise (DCF, market multiples, etc.) and intangible asset valuation (excess earnings method, relief-from-royalty, etc.)
  • Value complex securities and contingent consideration using option pricing and Monte Carlo simulation models.
  • Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables

Job Requirements

  • 3 to 5 years work experience at a valuation firm or public accounting firm
  • Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis is a plus.
  • CFA designation or be in the process of obtaining it
  • Advanced knowledge of Excel
  • Effective communication skills, strong attention to detail, and analytical capabilities are essential
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team setting.
  • Strong work ethic and ability to work flexible hours around critical due dates.
  • What we offer you

  • Base salary plus bonus (quarterly and year-end merit)
  • Medical / Dental / Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
  • Generous time off
  • Growth- We are growing, and so can your career
  • Reimbursement for admission fees and study materials for CFA
  • serp_jobs.job_alerts.create_a_job

    Financial Reporting Associate • San Francisco, CA, United States

    Job_description.internal_linking.related_jobs
    Senior Associate, Auditable Reporting Services

    Senior Associate, Auditable Reporting Services

    eShares, Inc. d / b / a Carta, Inc. • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Job Seekers, Welcome to ALUMNI CAREER CENTER.Senior Associate, Auditable Reporting Services.Senior Associate, Auditable Reporting Services. Attachments : Please include your resume and up to two addi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Audit Senior Associate - Financial Services

    Audit Senior Associate - Financial Services

    Crowe • San Francisco, CA, United States
    serp_jobs.job_card.full_time +1
    Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Strategic Finance

    Associate Strategic Finance

    LinkedIn • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We’re also committed to providing transformational ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    FinTech Sponsor Coverage Associate

    FinTech Sponsor Coverage Associate

    Financial Technology Partners LP • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    A leading investment bank is seeking a Sponsor Coverage Associate based in San Francisco or New York City.The role involves leading investor initiatives, managing junior team members, and executing...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Reporting Manager

    Financial Reporting Manager

    Iterable • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Iterable is the leading AI-powered customer engagement platform that helps leading brands like Redfin, SeatGeek, Priceline, Calm, and Box create dynamic, individualized experiences at scale.Our pla...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate, Financial Operations

    Associate, Financial Operations

    Launch Tennessee • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Every day, we do exciting work that makes a difference to startup founders and business owners.At Pilot, you will be helping clients solve critical operational challenges.Our team works with a mult...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Director of Finance, EVCP Office

    Associate Director of Finance, EVCP Office

    University of California - San Francisco Campus and Health • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Associate Director of Finance, EVCP Office.The Associate Director of Finance, EVCPO reports to the Director of Finance, EVCPO and is a critical member of the EVCPO Business Services Finance team.Th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Oracle Financial Reporting & Analytics Consultant (San Francisco)

    Oracle Financial Reporting & Analytics Consultant (San Francisco)

    Trident Consulting • San Francisco, CA, US
    serp_jobs.job_card.full_time +1
    Oracle Financial Reporting & Analytics Consultant.Remote (Occasional Travel Covered by Client) or Bay Area.The Oracle Financial Reporting & Analytics Consultant will lead the design and development...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    AI-Focused Financial Auditor & Reporting Specialist

    AI-Focused Financial Auditor & Reporting Specialist

    Turing • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    A leading AI research firm is seeking an experienced accountant or auditor to contribute to AI projects.You will apply your financial expertise to enhance AI systems, focusing on accuracy in financ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Transactions - Mid-Level Associate Attorney - New York, Washington, DC, Seattle, San Francisco, or Los Angeles

    Financial Transactions - Mid-Level Associate Attorney - New York, Washington, DC, Seattle, San Francisco, or Los Angeles

    Davis Wright Tremaine • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    We are seeking a motivated and detail-oriented Associate Attorney to join our Financial Services Practice Group and represent clients on financial services transactions, with a focus on the payment...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate, Brokerage

    Associate, Brokerage

    Jones Lang LaSalle Incorporated • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Compensation : • •Competitive draw plus unlimited commission potential • •Location : • • San Francisco, CA (on site) • •Unlimited Earning Potential : • •Build your financial future with our competitive comp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Strategic Finance Associate - Product

    Strategic Finance Associate - Product

    ZipHQ, Inc. • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Director of Finance, EVCP Office

    Associate Director of Finance, EVCP Office

    University of California - San Francisco • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Associate Director of Finance, EVCP Office.The Associate Director of Finance, EVCPO reports to the Director of Finance, EVCPO and is a critical member of the EVCPO Business Services Finance team.Th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Valuation Associate - Complex Financial Instruments

    Senior Valuation Associate - Complex Financial Instruments

    Withum Smith+Brown P.C. • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities.Please tell us if you require a reasonable accommodation to apply for a job or to perfo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Planning Associate : Build Your Client Book

    Financial Planning Associate : Build Your Client Book

    Threadneedle group • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    A leading financial services company in San Francisco seeks a qualified candidate to assist seasoned financial advisors in achieving clients' financial goals. This role involves developing relations...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Accounting & Reporting Advisory Experienced Senior Associate

    Accounting & Reporting Advisory Experienced Senior Associate

    BDO USA, LLP • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    The Accounting & Reporting Advisory Experienced Senior Associate is responsible for understanding complex accounting and reporting matters and assisting companies with the proper application of acc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Asset & Wealth Management - Assurance - Senior Associate

    Asset & Wealth Management - Assurance - Senior Associate

    PwC • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibil...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Financial Services Coordinator

    Financial Services Coordinator

    University of California - Riverside • Oakland, CA, United States
    serp_jobs.job_card.full_time
    Under the supervision of the Financial Operations Manager, this position provides programmatic, financial, and administrative advisement and coordination to ASUCR funded organizations.Oversees orga...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted