Job Description

Job Summary

The Valuation & Capital Markets Analytics Managing Director is responsible for leading, executing and delivering challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion. In this role, the Managing Director is actively engaged in the management of business valuation assignments and in managing staff in developing such assignments. In addition, the Valuation & Capital Markets Analytics Managing Director will assist with business development activities and appraisal reviews.

Job Duties

• Executes office business development plan in conjunction with the Valuation leader
• Builds relationships with key executives and stakeholders to support the growth of office business lines and industries
• Understands how to work with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise
• Contributes business development thought leadership, tools and resources to the broader national platform
• Ensures Client Project Delivery including but not limited to:
  • Performing company, industry and economic research
  • Analyzing client financial statements
  • Constructing financial models
  • Assessing operational profitability and financial conditions
  • Developing and reviewing cash flow forecasts
  • Performing benchmark analysis
  • Documenting and maintaining all appropriate aspects of work product
  • Composing narrative reports in support of valuation analyses
  Preparing necessary exhibits and memos illustrating complex issues
• Ensuring quality controls are adhered to in association with all work products
• Participating in internal and external client meetings

• Other duties as required

Supervisory Responsibilities

• Supervises the daytoday workload of Valuation and Business Analytics (VBA) Staff on assigned engagements and reviews work product
• Ensures VBA Staff are trained on all relevant valuation databases and models
• Evaluates the performance of VBA Staff and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for VBA Staff
• Acts as Career Advisor to VBA Staff, as appropriate

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelor's degree in Accounting, Finance, Economics or other relevant field, required
• Master's in Business Administration, preferred

Experience

• Ten (10) plus years of business valuation experience at one of the Big 4 accounting firms or a national role at a small brengt firm required
• Significant experience in business valuation and intangible assets required
• Prior experience in financial reporting valuation and appraisal review required

License/Certifications

• CPA, CFA, AM, ASA or other valuation industry credentials preferred

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
• Prior eexperience with Capital IQ and Bloomberg preferred

Other Knowledge, Skills & Abilities

• Superior oral and written communication skills
• Superior analytical and research skills
• Solid organizational skills with the ability to meet project deadlines with a focus on detail
• Ability to multitask while working independently or within a group environment
• Proven ability to work in a deadlinedriven environment and handle multiple projects simultaneously
• Capable of effectively managing a team of valuation professionals and delegating work assignments as needed
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage a team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
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• Ability to interact with professionals at all levels
• Ability for intermittent travel within the US and internationally required

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $250,000 - $350,000

Maryland Range: $250,000 - $350,000

NYC/Long Island/Westchester Range: $250,000 - $350,000

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