SB Partners Looking for Valuations Associate at Burlington, ON 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 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

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.

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

Job Types: Full-time, Permanent

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• On-site parking
• Paid time off
• Profit sharing
• Vision care
• Wellness program
• Work from home

Flexible Language Requirement:

• French not required

Ability to commute/relocate:

• Burlington, ON: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Are you actively pursuing your CPA or CBV designation?

Education:

• Bachelor’s Degree (required)

Experience:

• valuations or accounting: 1 year (preferred)

Work Location: Hybrid remote in Burlington, ON