Manager- Valuation Services

The Valuation Manager position has the primary responsibility of oversight over the Valuation engagement work plans. As a leader of the firm, this position will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities:

• Oversee and ensure the team knows complex concepts in the preparation of valuations of all types including equity valuations, purchase-price allocations, goodwill impairment analyses, and valuation in compliance with ASC 718, ASC 805, ASC 350, ASC 360, and ASC 820.
• Oversee the preparation of purchase price allocations, goodwill impairment measurement, international restructurings, solvency opinions, and fairness opinions.
• Ensure the team can analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models.
• Oversee and coach Seniors to ensure knowledge sharing with the staff and seniors to develop more in-depth knowledge of Valuation concepts.
• Understanding of advanced purchase consideration analysis and interrelation with the model. Advanced understanding of the identification and methodology selection for intangible asset valuation.
• Understanding of how to value and build the models for any intangible asset acquired.
• Understanding and ability to build advanced Option Pricing Models, Monte Carlo simulation, and Lattice models for a variety of securities. Understanding of when to use a given model type. Understanding and ability to build intermediate OPM waterfalls and PWERMs.
• Advanced understanding and ability to identify key value drivers for investment value and advanced financial modeling. Advanced understanding of how taxes, deal structure, etc. impact value, and methodology.
• Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc.
• Leadership responsibilities include building in-person connections with the team, peers, and senior leaders in the Firm.
• Participate in the performance process to provide feedback to team members. Identifying additional training or parts of engagements that are beneficial for team members' education. Reaching out to Human Resources when potential issues arise.
• Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level.
• Oversee a managed book of $1,700,000 in revenue.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills/Abilities:

• Strong working knowledge of Valuation Concepts.
• Being a strong champion for and thrives in an environment of changing priorities.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Above average written and verbal communication skills.
• Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition.
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.

Education and Experience:

• Bachelor's degree in Accounting or equivalent required.
• Professional Designation (CFA, ASA or ABV) required.
• 10 years of relative valuation experience; at least 1 in public accounting or national firm highly preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Must be able to travel up to 25%.