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Valuations Director
2 months ago
About the opportunity
About Our Client
Our client is a national company specializing in technology-enabled professional services. With employees across the country, our client ranks as one of the largest professional services companies in the United States. Their comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients’ businesses.
The position of Director, Valuation will be a senior level valuation services professional with extensive sales, technical oversight, and staff development responsibilities. The Director, Valuation will be a key driver to grow the practice and extend the Firm's brand name in this specialty.
Responsibilities:
- Work closely with the department partner to identify, develop and close external leads for business valuation services including assignments in financial statement reporting, litigation, transactions, taxation, and financing for prospects in the private, public, and non-profit sectors.
- Work closely with equipment and real estate professionals in multi-disciplinary assignments
- Prepare client contracts and engagement letters according to client standards
- Lead in the planning and execution of assignments including proper staffing and time budgets
- Participate in regular engagement review and quality control
- Participate in department wide training initiatives
- Participate in department recruiting program
- Participate in firm wide marketing efforts in various industry niches
- Maintain strong current knowledge in the field through continuing education and active participation in relevant professional organizations; apply that knowledge to new initiatives for growth in the department
Knowledge, Skills, and Abilities:
- Bachelor’s degree in accounting or related field
- MBA or MA in accounting, finance, or related field
- Current certification as an ASA, or ABV, required, CPA a plus
- Minimum of ten to twelve years of direct previous experience
- Expertise in the field of business valuation and intangible asset appraisal with specific experience and contacts for users in tax, transaction, litigation, financing, and financial statement reporting appraisals.
- Knowledge of and ability to work with real estate and equipment specialists in multi-disciplinary assignments. Expert in financial analysis.
- Ability to train staff and provide excellent quality control and client service
- Active membership in relevant professional associations including committee participation and speaking
Our Clients Other Compensation
Their team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. They also takes pride in prioritizing team members’ health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.
The firm maintains a Flexible Time Off (FTO) Policy. They encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At this firm, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
The company will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
The firm offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
They also offer:
- Flexible work arrangements
- Health, dental, vision, life, and accident/death/disability insurance options
- HSA employer contribution
- Nine paid holidays annually
- A robust paid Parental Bonding Leave program covering birth, adoption, and foster children
- 401(k) with employer contributions
- CPA bonus with four paid exam days & four paid study days
- Tuition reimbursement
- Generous employee referral bonus program
- Client referral bonus program
- Pet insurance
