Business Valuation Manager
- Manages valuation engagements to provide timely, high quality client service that meets or exceeds client expectations and deadlines.
- Manages the planning, staffing and scheduling of all valuation engagements across the Firm.
- Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
- Complete a wide variety of business valuation engagements for gift and estate tax reporting, financial reporting, and transactional purposes.
- Conduct in-depth financial and valuation analysis and modeling.
- Conducts various valuation techniques, including discounted cash flow analysis, guideline transaction analysis, and other methods.
- Writes comprehensive valuation reports to support and document our valuation conclusion.
- Keeps lines of communication open with partners, staff, and clients and serves as a resource for these individuals.
- Stays updated on latest developments as they affect business and industry, as well as the Firm's policies.
- Contributes to firm-wide initiatives and special projects and actively participate in the improvement of our valuation practice by providing new ideas, suggestions, research, etc.
- Prepares other reports, projects, and duties as may be assigned.
- Bachelor's degree or master's degree in accounting, finance, or related curriculum.
- Holds a current CVA or ABV accreditation.
- 3 years of related experience in a public accounting consulting or investment banking environment.
- Certified Public Accounting (CPA) license is a plus but not required.
- Experience in public accounting or other comparable experience, demonstrating a progression in complexity, scope and number of valuation engagements.
- Proficiency using the entire Microsoft Office Suite.
- Strong business writing skills.
- Detail-oriented and organized, proven record of successfully managing multiple engagements, tasks, and people.
- Ability to think creatively and display intellectual curiosity.
- Self-motivated to perform at a high level.
- Ability to quickly learn and display knowledge of client's business and its industries.
- Ability to consistently enhance and develop professional and technical skills.
- Flexible work schedule and willingness to work as needed to meet client deadlines.
- Ability to network in the community to promote the firm and bring in new valuation business.
- Open paid time off
- Paid holidays
- Flexible schedule
- 401(k) Plan with generous company match
- Health, vision, dental, life, and disability insurance options
- Health savings account
- Reasonable seasonal hours
- Ability to contribute to firm growth
- Semi-annual performance reviews with bonus opportunities
- Annual salary increases
- CPA incentive program
- Professional development assistance
- Opportunities for advancement
- Paid time for involvement in community networking events
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