What are the responsibilities and job description for the Business Valuation Principal position at UHY LLP, Certified Public Accountants?

UHY’s Business Valuation Services team is growing and in the St. Louis office, we are looking for leaders that hunger for an opportunity to grow a client-focused practice. We are seeking a Principal with experience in all areas of private company valuations.

These engagements can include :

estate and gift tax planning,
litigation support,
mergers & acquisitions,
stock based compensation,
fair value measurement,
intangible assets,
financial modeling, and more.

In addition, the chosen leader will be responsible for representing the Business Valuation Services team in front of new and existing clients as well as UHY colleagues locally and nationally. The ideal candidate will be expected to effectively communicate with clients and engagement staff and to grow into a position of obtaining new business. You will not be alone. With over twenty professionals nationally, the St. Louis leader will have access to analysts nationally as well as dedicated marketing and networking support. The ultimate goal is to stand up a local group of between three and eight people in the St. Louis valuation team over the next two years.

We work in a high-paced environment so a chosen candidate must have the ability to plan, direct and review document collections, oversee complex analysis and coordinate reporting requirements including presentation of findings in client settings. With that said, we also value balance and want your life to be enjoyable in and out of the office.

WHAT YOU WILL DO

Regular duties include (but are not limited to) :

Financial analysis of client operations for the purpose of technical valuation matters

Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures

Handles more complex tasks and projects within discipline / function

Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems

Demonstrates savvy and understanding of interrelationship with other departments

Demonstrates advanced technical knowledge effectively through written and verbal communication

Follow regulations and professional ethics of state bodies appropriate to discipline, including AICPA

Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software (e.g., CapitalIQ and Bloomberg)

Ensures top quality client service and oversees client service performance of staff

Assists management in planning and managing engagement activity and follows through to achieve results

Recognizes needs and issues pertinent to client activity and demonstrates ownership of engagement’s day-to-day tasks and activities

Appropriately manages risk and ensures quality control procedures are being executed

Coordinates various phases of engagement with Management

Builds client relationships and maintains smooth working relationship

Responds timely and accurately to internal team and client requests

Seeks new ideas and better ways of accomplishing job and company goals

WHAT WE ARE LOOKING FOR

Experience

6 to 9 years in relevant position

Valuation experience, including fair value, fair market value, and financial reporting

Experience with CapitalIQ and Bloomberg Terminal a plus

Financial modeling skills, including advanced Excel modeling

Education

Minimum Bachelor’s degree or equivalent technology experience

Bachelor’s in Accounting, Finance, Economics; other degrees will be considered on a candidate-by-candidate basis

License / Certification

Relevant certification is highly preferred, including CVA, CPA with ABV, ASA (or AM), or at least Level II or above CFA

Legal / Compliance

Must complete acknowledgement of Independence Guidelines and Ethical Standards document

Governmental engagements require ability to obtain a security clearance from the United States government

WHO WE ARE

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

Reach out to us today to learn how we can help you.

WHAT WE OFFER

Great Culture | Team-like culture of a small office with the benefits of a large firm

Competitive Compensation | Based on the role, credentials, and experience

Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO

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Business Valuation Principal

What are the responsibilities and job description for the Business Valuation Principal position at UHY LLP, Certified Public Accountants?

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