Valuations Associate
Location: West GTA, Ontario

About the Firm
Our client is a full-service CPA firm and one of the leading independent firms in the GTA, serving entrepreneurial owner-managed businesses, corporate subsidiaries, and not-for-profit organizations.

The Role
As a Valuations Associate, you will build your valuation, finance, and accounting skills through experience in business valuations for matrimonial and shareholder disputes, transactions, and corporate reorganizations; economic loss and damages quantification for litigation support; and M&A; advisory services, including Quality of Earnings reports. You will collaborate with a team that values teamwork and camaraderie while supporting management.

Responsibilities

- Prepare schedules and reports such as forecasts, earnings analyses, valuation models, loss quantification, and discounted cash flow analyses
- Complete pricing analysis relating to the purchase or sale of a business
- Create detailed financial models and forecasts
- Prepare accurate and timely client deliverables, including letters and valuation reports
- Assist with quality of earnings analysis, researching economic, technical, and industry valuation drivers
- Complete engagement planning, including identifying primary and other issues and applying the appropriate valuation approaches
- Work with team members to complete valuation analyses and related financial reports




- Communicate file status to managers and ensure progress is consistent with expectations
- Balance and execute multiple valuation files while liaising with clients, accountants, lawyers, and external advisors
- Assist with transactional work, including due diligence and quality of earnings analyses
- Enter daily timesheet hours and personal expenses, and meet billable and non-billable hours targets
- Perform additional duties as assigned

Qualifications

- Post-secondary graduate of an accounting or finance program
- CPA or similar designation preferred
- Interest in, or enrolment in, the CBV program preferred
- Minimum 24 months of experience as an Accountant or similar role
- Robust client service, communication (written and verbal), and attention to detail
- Self-motivated and results driven, with a willingness to be coached and mentored
- Experience with CaseWare and TaxPrep preferred; experience with QuickBooks or Simply Accounting
- Knowledge of Accounting Standards for Private Enterprises (ASPE)
- Experience with Microsoft Word and Excel

Working Conditions

- Reliable transportation, as some travel may be required
- Desk and computer-based work in an open-concept office
- Ability to work with competing priorities, tight deadlines, and interruptions

Interested candidates are invited to apply through AdvaPro Consulting. We thank all applicants for their interest; only those who closely match the requirements will be contacted for an interview.

📌 Valuations Associate (Burlington)
🏢 AdvaPro Consulting
📍 Burlington