Associate, Valuations

Associate, Valuations Richter Toronto Office Overview Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US. What we offer: * The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services * The opportunity to develop your career with the direct support of your managers and firm partners; and * A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey. * Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement Practice Overview Richter’s Valuation, Litigation and Transactions Group (VLT) is a dynamic and rapidly growing practice within the firm. Our team of dedicated professionals thrives on providing strategic financial guidance to clients engaged in various buy- and sell- side transactions. We are currently seeking a highly motivated and detail-oriented individual to join our team as an Associate, with a focus on Valuations. A Day in the Life of an Associate: As an Associate, you will balance analytical work, collaboration and client service. You may begin the day by reviewing financial statements, forecasts and market data for a valuation engagement, then meet with senior team members to discuss key assumptions, emerging findings and next steps. Throughout the day, you will build and refine financial analyses, conduct research, document your conclusions and contribute to client-ready reports and presentations. Depending on the mandate, you may also support due diligence, transaction advisory or litigation-related work. Your ability to manage detail, ask thoughtful questions and communicate clearly will be central to delivering high-quality advice. Responsibilities Our diverse engagements involve a broad range of services in transaction advisory, business valuation and litigation support. Your mandates will include the following: * Preparing business valuations in the context of transactions, corporate reorganizations, litigation and financial reporting including purchase price allocations, impairment testing for goodwill and other intangible assets. * Review and analysis of financial data, trends and projections in the context of a valuation, transaction and or litigation matter. * Quantification of damages and financial investigations. * Report writing. What We Are Looking For * Minimum 3 years of relevant work experience in audit or transaction advisory services * Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of at least one finance or accounting designation (CPA) * Interested in pursuing the CBV designation * Effective verbal and written communication skills at a business level * Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills * Very strong work ethic and ability to manage multiple mandates. * Ability to prepare a financial analysis with attention to detail * Strong interpersonal skills and the ability to work effectively within a team environment under time constraints * Comprehensive financial and accounting skills, including knowledge of Generally Accepted Accounting Principles (GAAP) * Demonstrated ability to learn in fast-paced environment and manage multiple projects and complex concepts What Richter offers you? * Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching * Employee and Family access to virtual healthcare network * Employee and Family Assistance Programs, including consultations with mental health professionals * Annual Health & Well-being Program * Hybrid work Environment * Competitive Performance Bonus * Tuition Reimbursement * Professional Dues Reimbursement * CFE leave financial support * Academic Incentives * Talent referral bonus * Client referral bonus * Access to an on-demand concierge nannying, babysitting, and tutoring service * Annual employee rewards and recognition The salary range for this position is $78,000–$106,000, and employees may also be eligible to participate in our bonus program. Compensation complies with applicable pay transparency legislation and is regularly reviewed to stay market competitive. Salaries within the range reflect individual contributions and are based on objective factors such as internal equity, experience, education, role scope, and required skills Your application We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships. Sounds like you? Apply today!

The Associate will prepare business valuations for transactions, reorganizations, and litigation, while performing financial analysis and due diligence. They will also contribute to client-ready reports and collaborate with senior team members on valuation engagements.

Candidates must have at least 3 years of experience in audit or transaction advisory services and hold an undergraduate or graduate degree in accounting, finance, or business. A professional designation such as a CPA is required, with an interest in pursuing the CBV designation.

• Group insurance • Health spending account • Savings plans • Employer contribution matching • Virtual healthcare network • Employee and family assistance programs • Mental health consultations • Annual health and well-being program • Tuition reimbursement • Professional dues reimbursement • CFE leave financial support • Academic incentives • Talent referral bonus • Client referral bonus • Concierge nannying, babysitting, and tutoring service • Performance bonus

• Analyse de donnéesSouhaitée
• Microsoft ExcelSouhaitée
• Microsoft WordSouhaitée
• Analyse financièreSouhaitée
• Gestion de projetSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Business valuation
• Financial analysis
• Transaction advisory
• Litigation support
• Financial reporting
• Purchase price allocation
• Impairment testing
• Data analysis
• Report writing
• Excel
• PowerPoint
• Word
• GAAP
• Communication skills
• Project management
• Report Writing
• Transaction Advisory
• Virtual Health
• Litigation Support
• Strong Work Ethic
• Self-Motivation
• Microsoft Excel
• Research
• Accounting
• Auditing
• Mental Health
• Business Administration
• Business Valuation
• Investments
• Certified Fraud Examiner
• Certified Public Accountant
• Lawsuits
• Customer Service
• Communication
• Computer Literacy
• Due Diligence
• Finance
• Equities
• Financial Analysis
• Financial Data
• Financial Statements
• Forecasting
• Generally Accepted Accounting Principles
• Intangible Assets
• Interpersonal Communications
• Market Data
• Microsoft PowerPoint
• Presentations
• Quantification
• Business Strategies

• Finance & Accounting
• Consulting
• Management & Leadership
• Associate
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Formation minimale

Diplôme professionnel

Expérience minimale

3+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine