Key Responsibilities:

• Appropriately manage risk and ensure quality control procedures are being executed
• Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis
• Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services
• Demonstrate technical knowledge effectively through written and verbal communication
• Provide strategic insights to clients by evaluating financial risks and opportunities associated with their assets, businesses, or investments
• Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
• Mentor and train new staff in areas of expertise and responsibility
• Oversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiency
• Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement’s day-to-day tasks and activities
• Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
• Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysis
• Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
• Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software

WHAT WE ARE LOOKING FOR

Experience & Qualifications:

• Minimum 6 to 8 years of experience in business valuation, with at least 2 years in a supervisory or managerial capacity.

• Proven experience managing valuation projects related to transactions, financial reporting (e.g., purchase price allocations, impairment testing, equity-based compensation, complex securities), ESOPs, or estate & gift planning.

• Deep technical expertise in valuation modeling, including DCF, comparable company, intangible asset, and option pricing models.

• Strong analytical, organizational, and problem-solving skills with a high attention to detail.

• Excellent communication and presentation skills, with the ability to convey complex valuation concepts clearly and effectively.

• Proficiency in MS Office Suite (Excel, Word, PowerPoint) and familiarity with databases such as Capital IQ and Bloomberg.

• Demonstrated ability to lead, develop, and inspire a team of valuation professionals.