Valuations Associate

SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For 50 years, SB Partners has served a diverse set of clients and is one of the leading independent CPA firms in the GTA. Our primary client base is entrepreneurial, owner-managed businesses, high net-wealth, corporate subsidiaries, and not-for-profit organizations.
Enjoy the rewards and possibilities of working with a team of dedicated, values-driven colleagues who support you and celebrate your accomplishments. Your role will be integral in making a difference in the lives of the team and your clients, along with creating a positive impact in the community.
The Valuations group at SB Partners LLP is seeking a dynamic, driven, and service-oriented Valuations Associate to join our team

**Purpose of the position**:
The Valuations Associate will further develop their valuation, finance, and accounting skill set, through obtaining experience in the following areas:

- Business valuations in support of matrimonial disputes, shareholder disputes, transactions and corporate reorganizations;
- Economic loss and damages quantifications for litigation support; and
- Mergers & acquisition advisory services including the preparation of Quality of Earnings Reports.

The Valuation Associate works closely with other members of the team fostering a deeply rooted sense of ownership, teamwork, and camaraderie within the practice and to support management in continuing to strengthen the firm’s position as a leader in the western GTA market. Responsibilities will include executing multiple valuation files, interacting with business owners, lawyers, and external advisors.
This is a hybrid position.

**Key responsibilities and duties**:

- Preparation of schedules and reports such as forecasts, earnings analyses, valuation models, loss quantification and discounted cash flows analyses in an accurate and efficient manner
- Complete pricing analysis relating to purchase/sale of a business
- Assist with quality of earrings analysis, researching various economic, technical and industry valuation drivers
- Work with team members in completing the valuation analysis and detailed financial reports
- Communication of the file status to managers and ensuring that progress is consistent with expectations
- Liaising with clients, accountants, and lawyers to acquire requested information
- Balance multiple engagements and responsibilities
- Assist with transactional work, including due diligence and quality of earnings analyses
- Provide upward feedback to improve process and communication
- Assist with internal performance enhancement initiatives
- Enter daily timesheet hours and personal expenses
- Meet target billable and non-billable hours
- Additional duties, as assigned

**What you offer**:

- University degree in finance and or accounting
- Chartered Accountant, Chartered Professional Accountants Designation
- Interest in or actively pursuing Chartered Business Valuator (CBV) designation
- Minimum 3 years of experience as an Accountant
- Strong client service and communication skills, both written and verbal
- Ability to perform in a fast-paced, dynamic environment while maintaining strong attention to detail
- Self-motivated, results driven
- Willingness to be coached and mentored
- Experience using CaseWare and TaxPrep software
- Experience using QuickBooks or Simply Accounting
- Knowledge of Accounting Standards for private enterprises
- Experience using Microsoft Word and Excel
- Excellent verbal and written communication skills

**What we offer**:

- 3 weeks vacations annually
- 40 hours of personal/family leave annually
- Half Day Friday's in July and August
- Office Closure between December 25th-January 1st (in addition to your vacation time)
- Health/Dental Benefits
- Annual Fitness Stipend
- Company Events & Swag
- Casual Dress Friday's
- Hybrid Working Environment
- 37.5 hour workweek typically, additional hours beyond the standard as required during February, March, and April to meet objectives & deadlines

**Working conditions**:

- Sits at a desk for prolonged periods and works on a computer
- Works effectively within an open concept environment with distractions (phones, conversations etc.)
- Able to deal with working in a high-stress environment with competing priorities, demanding deadlines, and interruptions.