Valuations Associate, Intermediate

3 weeks ago

Burlington, Canada The Canadian Institute of Chartered Business Valuators Full time

**SB Partners LLP**:
SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For over 45 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, smart, and service-oriented Valuations Associate, Intermediate, to join our team

**Primary Responsibilities and Duties**:

- Preparation of schedules and reports such as forecasts, earnings analyses, valuation models and discounted cash flows analyses in an accurate and efficient manner.
- Engagement planning, including identifying primary and other issues, along with determining the approach.
- 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 and lawyers to acquire requested information.
- 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.

**Academic and Work-Related Qualifications**:

- University degree in finance and or accounting
- CBV designation or progression toward completion of the Chartered Business Valuator (CBV) program and/or enrolled in the Chartered Professional Accountants (CPA).

**Work Experience and Skills**:

- Minimum 1-3 years of experience as a Valuations Associate, Accountant or similar role
- 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.
- Demonstrate ability to use Document Management Tools.
- Excellent verbal and written communication skills.

**Working Conditions and Physical Requirements**:

- Has transportation available as some travel may be required.
- Sits at a desk for prolonged periods and works on a computer.
- Works effectively within an open-concept environment with distractions (phones, conversations etc.).
- Is able to deal with working in a high-stress environment with competing priorities, demanding deadlines, and interruptions
- Can accommodate remote work if required.
- May work additional hours beyond the standard as required (throughout the year) to assist/meet the firm’s objectives and responsibilities.

**What we offer**:

- Professional Development and training towards CPA or CBV designations.
- Hybrid/Remote work environment, depending on role requirements.
- Birthday Vacation Day
- Paid time off (Vacation & family leave)
- Company events
- Dental/Health/Vision care
- Employee assistance program
- Flexible schedule, core hours
- On-site parking
- Annual stipend towards fitness/wellness

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