Senior Associate - Business Valuation & Transaction Advisory Services
Olsen Thielen & Co., Ltd.
Location: Roseville, Minnesota
Type: Full Time
4 Year Degree
Telecommuting is allowed.
Twin Cities based, Olsen Thielen a progressive 100+ year-old company with offices in Roseville and Eden Prairie, MN, is currently seeking an experienced Senior Associate in the Business Valuation & Transaction Advisory Services to join our team. If you are ready to advance your career and join an incredible team, this opportunity is perfect for you!
Our firm has a long-standing reputation built on our guiding principles of integrity, independence, continued improvement, and professional excellence. We take great pride in our people and focus on recruiting and retaining the best staff possible. Our people are our greatest asset, and we work hard with each employee, to fully realize their potential. Olsen Thielen will provide you with training, coaching, and the professional development necessary to succeed. If you want to partner with a firm that will work with you to grow and excel in your career, Olsen Thielen is the place for you!
The Senior Associate will serve as a key member of Olsen Thielen Business Valuation & Transaction Advisory Services team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously.
Our business valuation staff performs valuations of business entities, intellectual property, intangible assets, debt instruments, and complex capital structures with embedded options, warrants, and other derivative features. Additional engagements related to financial due diligence in support of mergers and acquisition (M&A) transactions should also be expected. These services are provided to assist clients with M&As, divestitures, tax planning and compliance, financial reporting, reorganization, litigation and dispute resolution, strategic planning, and general decision support activities.
Acts as the lead advisor on business valuation and transaction advisory engagements.
Prepares and reviews valuation models and completes other complex projects including financial due diligence, conducts research as required, and forms conclusions to be reviewed by appropriate team members (e.g., Principal, Director, or Manager).
Prepares formal valuation reports.
Manages engagement to meet deliverable deadlines; identifies roadblocks and understands critical milestones to meet client service expectations.
Possesses an understanding of the client's business and industry (e.g., competitors, trends and key customers); recognizes, anticipates and resolves client issues and makes recommendations
Markets Olsen Thielen's services to existing and potential clients; meets business development goals
Actively participates in client meetings and business valuation and transaction advisory services planning efforts.
Meets productivity and efficiency standards (billable hours).
Olsen Thielen is an Equal Opportunity Employer
Bachelor's Degree in Finance, Economics, Accounting, or related area of study or experience
Three years of business valuation and/or transaction advisory services experience
ASA, CFA, ABV, or CPA credential, or substantial progress toward achieving certification, preferred not required
Excellent financial modeling and technical writing skills
Ability to travel as needed or requested
Well-rounded knowledge of accounting standards
High level knowledge of Microsoft Excel and Word
Excellent communication (oral and written) skills
Excellent problem-solving, analytical abilities to identify exceptions
Demonstrated marketing, business development skills
Proven ability to manage staff on projects of varying sizes
Demonstrated ability to work independently to interface with client management, gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
Cultivate and maintain positive, productive, and professional relationships with colleagues and clients
Strong project management skills
Demonstrated industry knowledge and business acumen
Olsen Thielen is a full-service accounting and consulting firm, and a “Top 25” firm in Minneapolis and St. Paul, Minnesota. We focus on providing top quality solutions for our clients through our traditional accounting and tax services, as well as non-traditional services like valuations, business succession planning, employee benefits and human resources consulting, back-office cloud accounting solutions, estate, gift and financial planning, and fraud and forensic accounting.
Olsen Thielen was founded in 1921 on the belief that personal attention, trust, and quality service were the key elements to helping our clients succeed. Over 100 years later, that commitment remains. Our longevity and growth can be attributed to building strong relationships with our clients and continuing to earn their trust.