Business Valuation Specialist

1 week ago

New York, New York, United States Yeo & Yeo Full time
Business Valuation Manager

The Business Valuation Manager is a critical role within our organization, responsible for the preparation of comprehensive valuation reports for various companies. This involves developing financial models, analyzing and normalizing financial statements, preparing and interpreting pro forma financial information, conducting economic and industry research, analyzing market transactional data, and participating in interactive client presentations.

Key Responsibilities
  • Apply technical knowledge and research to formulate client-related recommendations.
  • Develop a deep understanding of client businesses and develop proficient consulting skills.
  • Review firm checklists and update as necessary.
  • Stay up-to-date on industry changes and implement our processes accordingly.
  • Review, analyze, and recommend outside sources used for reference and research.
  • Develop effective reports, expressing complex ideas easily in writing in a concise and clear manner.
  • Further build a depth of knowledge and understanding of applicable firm technology, tools, and processes.
  • Meet and exceed goals set forth through the annual performance evaluation process.
  • Help to solve complex business problems by breaking them down into components and analyzing the costs, benefits, opportunities, and risks associated with each alternative solution.
Qualifications
  • Bachelor's degree in accounting, finance, economics, or a related field is required.
  • Valuation or relevant accreditation is preferred but not required (CVA, CCBA, ABV, or ASA).
  • 1-5 years' experience in valuation in a consulting firm, CPA firm, investment bank, or related environment providing services in corporate finance, valuation services, and/or transaction services.
  • Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, litigation, restructuring, and reorganization, corporate services, and management planning purposes.
  • Demonstrate the ability to oversee multiple valuation engagements.
  • Excellent written and verbal communication skills, solid analytical and financial modeling skills, the ability to work well in a team environment, and a commitment to mentoring and developing staff.
Preferred Abilities
  • Develop an understanding of the client's business and use effective questioning and listening skills to elicit information.
  • Communicate effectively in a variety of professional situations.
  • Participate actively in all on-the-job and formal learning and development opportunities to understand role and responsibilities.
  • Ability to accept and adjust to changing priorities and circumstances.
Leadership
  • Experience and success with training, mentoring, and coaching staff.
  • Take charge and be action-oriented and persist until the task or job is completed.
  • Learn and understand how position is critical to the success of the Firm and be willing to accept responsibility and be accountable for own actions.
Technology
  • Understand and stay current on new technology.
  • Incorporate new techniques and ensure minimal disruptions to productivity.
Benefits & Perks

At Yeo & Yeo, we offer a great career with industry-leading benefits, and that's why we're repeatedly ranked among Michigan's best. Some of our benefits include remote, hybrid, and flexible work options; competitive salaries; generous PDO/paid holidays; excellent medical, dental, and vision plans; bonuses; referral programs; life insurance; 401(k) plan; an award-winning CPA certification program; community service opportunities; dress for your day attire; continuous feedback; and so much more. We focus on developing our careers and prioritize fostering each person's unique talents and strengths. We succeed as a team when our individuals succeed. We celebrate our successes and take time to cultivate our friendships. From team retreats and office (and Zoom) parties to our Yeo & Yeo sports teams – we love what we do and having fun too.

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