Junior Valuations Associate

2 weeks ago

Burlington, Canada SB Partners Full time

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 Junior Valuations Associate to join our team

Primary Responsibilities and Duties
- Engagement planning, including identifying primary and other issues along with determining the approach
- Preparation of schedules and reports such as forecasts, earnings analyses, valuation models and discounted cash flows analyses in an accurate and efficient manner
- 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
- Interested in and/or enrolled in the Chartered Professional Accountants (CPA) and/or the Chartered Business Valuators (CBV) programs of study

Work Experience and Skills
- Minimum 1 year of experience as a Valuations Associate, or similar role
- Strong client service and communication skills, both written and verbal
- Ability to perform in a fast-paced, dynamic environment while maintaining a 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

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
- Adheres to the firm's processes, all company policies, and the CPA Code of Professional Conduct
- May work additional hours beyond the standard as required (throughout the year) to assist/meet the firm’s objectives and responsibilities

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