Valuation Associate- Lender Services
Withum is a place where talent thrives, offering endless opportunities for growth. The Valuation Associate will facilitate lending decisions by performing valuations for banks and assist in economic and statistical analysis, model validation, and other quantitative assignments. Responsibilities Preparing valuation analyses primarily for lending purposes Completing data entry of tax returns and financial statements into Excel models Assisting in writing and preparing reports, letters, and other client deliverables Assisting in review of third-party appraisals for audit support purposes Performing macroeconomic and industry research Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicating the key drivers to others Assisting in the development, maintenance, and application of various models using Excel Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis Skills Bachelor's degree in business, economics, finance, mathematics, statistics, accounting, or similar quantitative discipline Understanding of equity valuation methods such as discounted cash flow, market multiple, and market transaction 1-2 years' relevant experience focused on valuation work Understanding of financial statements and business tax returns required Strong interest in quantitative and economic analysis Strong analytical and problem-solving skills, as well as strong verbal and written communication skills Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus Advanced knowledge of Excel preferred Ability to program in VBA and/or other statistical package a plus Benefits Competitive benefits package Bonus program (for eligible roles) based on individual and firm performance Company Overview Withum is a accounting and consulting firm focus on technology and media. It is a sub-organization of Freed Maxick CPAs, P.C.. It was founded in 1974, and is headquartered in Princeton, New Jersey, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship Withum has a track record of offering H1B sponsorships, with 4 in 2025, 1 in 2024, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.