Valuations Associate

SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For over 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, 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 team at SB Partners LLP is expanding. We are seeking a dynamic, motivated, and service-orientedValuations Associateto join our team.

Purpose of the position:

As a Valuations Associate, you will further develop your valuation, finance, and accounting skill set through obtaining experience in business valuations for matrimonial and shareholder disputes, transactions, and corporate reorganizations; economic loss and damages quantifications for litigation support; and M&A advisory services, including Quality of Earnings report preparation. The role will involve collaborating with other members of the team to foster a strong sense of teamwork, and camaraderie, while supporting management.

Key responsibilities and duties:

· Prepare 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.

· Create detailed financial models and forecasts.

· Prepare accurate and timely client deliverables including letters and valuations reports.

· Assist with quality of earnings analysis, researching various economic, technical and industry valuation drivers.

· Complete engagement planning including, identifying primary and other issues, and determining and applying the appropriate valuation approaches.

· Work with team members in completing the valuation analysis and related financial reports.

· Communicate status of files to managers and ensure that progress is consistent with expectations.

· Balance and execute multiple valuation files while liaising with clients, accountants, lawyers and external advisors to acquire requested information.

· Assist with transactional work, including due diligence and quality of earnings analyses.

· Enter daily timesheet hours and personal expenses.

· Meet target billable and non-billable hours metrics.

· Additional duties, as assigned.

What you offer:

• Post-secondary graduate of an accounting or finance program.
• CPA or similar designation, preferred.
• Interested in and/or enrolled in the CBV program, preferred.
• Minimum 24 total months experience as an Accountant or similar role.
• Strong client service and communication skills, both written and verbal.
• Strong attention to detail.
• Self-motivated, results driven.
• Willingness to be coached and mentored.
• Experience using CaseWare and TaxPrep software, preferred.
• Experience using QuickBooks or Simply Accounting.
• Knowledge of Accounting Standards for Private Enterprises (ASPE).
• Experience using Microsoft Word and Excel.
• Excellent verbal and written communication skills.

What we offer:

• 3 weeks' vacation annually
• 40 hours of personal/family leave annually
• RRSP/TFSA Program
• Half Day Fridays in July and August
• Office Closure between December 24th-January 1st (in addition to your vacation time)
• Health/Dental/Wellness Benefits
• Annual Fitness Stipend
• Company Events & Swag
• Casual Dress Fridays
• Hybrid Working Environment
• 37.5 hour workweek, additional hours beyond the standard as required during February, March, and April to meet objectives & deadlines.

SB Partners LLP is an inclusive employer dedicated to building a diverse workforce. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise Human Resources to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

This posting is to fill a current vacancy. The salary range for this role is $65,000 - $85,000 per year. Compensation within the posted range will be based on the successful candidate's qualifications, experience and skills.

We thank all applicants in advance for their interest, however, only those candidates selected for an interview will be contacted.