Deals - Deal Valuation - Experienced Associate
The Deals - Deal Valuation Experienced Associate at Confidential Client supports valuation analyses for mergers, acquisitions, divestitures, and restructuring transactions by analyzing financial data and building financial models. This role involves collaborating with senior team members to deliver insights that inform transaction decisions and client strategies, while developing technical and commercial skills in a dynamic, client-focused environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Position overview
Confidential Client is seeking an Experienced Associate to join their Deals — Deal Valuation team in Pico Heights, CA. In this role you will support valuation analyses for mergers, acquisitions, divestitures, restructuring, and other transactions. You’ll build financial models, analyze transaction and market data, and help translate technical findings into clear deliverables that inform client decisions.
What you’ll do
- Analyze financial statements, transaction data, and market information to support valuation work for M&A, divestitures, and restructuring.
- Build and maintain financial models, including discounted cash flow (DCF) and comparable company analyses.
- Gather and synthesize information from client materials, public filings, and internal research sources.
- Prepare valuation support materials, presentation decks, and written summaries that communicate insights clearly.
- Review model assumptions and calculations for consistency and accuracy across deliverables.
- Support project coordination: track tasks, meet deadlines, and respond to shifting transaction timelines.
- Learn and apply quantitative finance and corporate finance concepts to assess deal structures and value drivers.
- Participate in feedback and development activities to build technical and commercial skills.
Minimum qualifications
- Bachelor’s degree in finance, accounting, economics, or a related field.
- At least 1 year of professional experience in valuation, corporate finance, transaction advisory, or related analytical work.
- Strong Excel skills and familiarity with financial modeling concepts (DCF, comps, sensitivity analysis).
- Clear written and verbal communication skills; ability to summarize technical analyses for non-technical stakeholders.
Preferred / What sets you apart
- A growth mindset: eagerness to learn, take ownership of development, and adapt in a fast-paced environment.
- Strong analytical curiosity and ability to gather insight from multiple data sources.
- Commercial awareness in deal contexts and an understanding of market drivers.
- Ability to work collaboratively across teams and to uphold professional standards and independence requirements.
Compensation & benefits
- Salary range: $63,000 - $140,000 per year. Actual pay will depend on experience, qualifications, and applicable laws.
- Eligible for an annual discretionary bonus.
- Benefits commonly offered include medical, dental, vision, 401(k), paid holidays, vacation, and personal/sick leave (benefit specifics vary by employer and location).
- Confidential Client may have additional benefit details available upon request.
Location & legal notes
- This position is based in Pico Heights, CA. Candidates must be able to work in the United States in accordance with applicable laws and employer policies. Confidential Client may have restrictions regarding visa sponsorship.
- Confidential Client and Careertakes are committed to complying with applicable local hiring laws, including Fair Chance (ban-the-box) ordinances where they apply. Arrest or conviction records will be considered only as permitted by local law.
- Reasonable accommodations are available for applicants with disabilities; please notify us if you require accommodations during the hiring process.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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