Financial Services Business Valuation Consultant

Position Summary

Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability.

The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.

Are you interested in helping clients, ranging from medium-sized businesses to large multinational corporations, solve complex business and transaction issues? As a professional in our business valuation practice you will have an opportunity to gain valuable experience working with leading valuation specialists to help our clients understand, analyze, and respond to various business opportunities and challenges.

Work you’ll do

As a Consultant on the Valuation & Modeling team, you will be responsible for:

Performing financial reporting valuations for business combinations, including purchase price allocations, enterprise values, intangible assets, and legal entities

Supporting goodwill and indefinite-lived and long-lived asset impairment analyses for financial reporting purposes

Conducting valuations for tax purposes across federal, state, local, international, and personal tax matters, including tax purchase price allocations

Assisting clients with business plan development, strategic investment decisions, and other financial objectives through valuation analyses

Preparing valuations for derivative securities, debt instruments, employee stock option plans, and regulatory or compliance purposes

A successful candidate would possess these skills:

Ability to work independently and collaborate as part of a team

Effective written and verbal communication skills

Meticulous attention to detail and quality of work product

Ability to build and sustain professional relationships

Ability to lead projects or workstreams

Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment

Strong interpersonal skills and professional demeanor

Ability to meet deadlines

Ability to provide clear guidance to others

The team

Our Valuation & Modeling team provides financial modeling for business planning, transactions, and operational improvements. We conduct valuation for tax purposes, regulatory compliance, mergers and acquisitions (M&A), litigation, bankruptcy, and risk management. Additionally, we support audit processes with fair value measurements.

Qualifications Required:

Bachelor's degree in Finance, Economics, or Accounting; an MBA and/or CFA designation is a plus

2+ years of business valuation and intangible asset valuation consulting experience serving Financial Services clients in the Banking and Insurance sectors

Demonstrated experience providing client-facing valuation analyses to third-party clients in a consulting or advisory environment

Demonstrated knowledge of working under ASC 805 and ASC 350, including purchase price allocations, goodwill valuations, and impairment analyses for financial reporting purposes

Experience conducting valuations for tax purposes across federal, state, local, international, and personal tax matters, including tax purchase price allocations

Experience applying cost, market, and income valuation approaches and methodologies, including discounted cash flow/dividend discount model, guideline public company, guideline transaction, excess earnings, relief from royalty, with-and-without, comparative sales, replacement cost, and capital asset pricing model methodologies

Experience building financial models to value common stock, business entities, intangible assets, and other financial instruments, as well as conducting client, economic, industry, competitor, and ratio analyses

Experience preparing and reviewing valuation reports, exhibits, letters, and other client deliverables; proficiency with Microsoft Excel, Microsoft Word, and Microsoft PowerPoint

Experience using artificial intelligence (AI)-enabled tools and digital technologies to improve efficiency, support analysis, and enhance the quality of work products

Experience supervising, training, and developing junior staff and assessing performance

Ability to travel 30%, on average, based on the work you do and the clients you serve

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.

At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,600 to $155,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose

Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Transactions and Business Analytics LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Requisition code: 370759

• Bachelor's degree in Finance, Economics, or Accounting; 2+ years valuation consulting experience in Financial Services
• Knowledge of ASC 805 and ASC 350, tax valuations, and multiple valuation methodologies
• Proficiency in financial modeling, client-facing analysis, Microsoft Office, AI tools, and ability to travel 30%