Job Description:
• Lead the pursuit of high-value valuation engagements across financial reporting (ASC 805, 350, 718, 820), tax compliance, and transactional advisory.
• Develop and execute a robust go-to-market strategy to expand the Firm’s footprint in the middle-market and Alternative Investment sectors.
• Act as a brand ambassador, representing the Firm at industry conferences and in thought leadership publications.
• Manage the financial performance of the valuation service line, focusing on utilization, realization rates, and margin improvement.
• Oversee the next generation of offshore development.
• Modernize delivery models by integrating advanced technology and AI-driven workflows to enhance accuracy and efficiency in due diligence.
• Mentor and develop a high-performing team of 35+ professionals, ensuring a pipeline of future leadership.
• Partner with leaders in M&A Advisory, Tax, and Audit to provide integrated solutions for clients throughout the investment lifecycle.
• Identify opportunities for "warm-lead" generation between service lines, ensuring Valuation is positioned as a value-add to existing client relationships.
• Collaborate with the Private Equity Industry group to support fund-level valuations and portfolio company assessments.
Requirements:
• 15+ years of experience in valuation services, with at least 5 years at the Director or Partner level within a national accounting or boutique valuation firm.
• Deep expertise in complex security modeling, discounted cash flow (DCF), and guideline public company/transaction methods.
• CPA, ABV, ASA, or CFA charter holder required.
• Proven track record of originating $2M+ in annual professional fees.
• A collaborative, "one-firm" mindset with the ability to navigate a matrixed professional services environment.
Benefits:
• Competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm.
• Annual bonus
• Medical, dental, and vision care
• Disability and life insurance
• Generous Paid Time Off
• Retirement plans
• Paid Care Leave
• Programs dedicated to enhancing personal and work life and providing financial protection for employees and their families.