Senior · Large regional
Cohen & Co Advisory, LLC · Chicago, Illinois
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Lead and perform complex business and portfolio valuations and review audit-related valuation work for clients across sizes.
Worth knowing: 3+ years valuation experience required; CFA ASA or CPA preferred
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...
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