Manager - Valuation

We are looking to add a Business Valuation Services Manager to be a part of our Northeast Region.

The Experienced Manager will play a key role in working with the Managing Directors to grow and operate all facets of the Business Valuation Services Practice (the Practice ) for the Houston Region.

WHAT YOU WILL DO

Regular duties include (but are not limited to):

Account Management and Operational Excellence

• Exemplify industry best practices in client service, relationship management, and day-to-day quality and risk management of running the Practice
• Being technically strong in a wide range of business valuations (eg, financial reporting, tax, potential transactions, etc.) is a must
• Responsible for coordinating all aspects of an assignment - signup, execution, client communications, and timing wrap-up
• Prior track record of managing multiple engagements

Leadership and Teamwork

• Reflect the highest professionalism and business acumen in all interactions with clients and team members
• Be a respected leader and team player, mentoring and guiding the team to meet and exceed their objectives
• Have prior experience successfully leading and being a team player of a group of business valuation professionals

Financial Plans

• Meet and exceed financial targets set forth for the Manager individually and for the Practice

Marketing and Business Development

• Proactively and effectively contribute to the marketing and business development efforts of Practice
• Have experience with past activities that produced financial results
• Be market facing including trade associations, etc.

WHAT WE ARE LOOKING FOR

Experience

• 4 to 6+ years of experience in core business valuation services is required
• Prior experience working at a Big 4 or Top 10 accounting advisory firm is preferred
• Working experience with Capital IQ, Bloomberg, and other market research
• Experience in complex instruments, debt securities, and Monte Carlo Simulation is a plus
• A concentration within a particular industry sector is a plus
• Other experience a plus: Complex Securities, Real Property and/or Personal Property

Education

• Minimum Bachelor's Degree
  • Field of study in business administration, finance, economics, or accounting is preferred yet not required as other quantitative fields of study could be relevant such as mathematics, statistics, engineering, etc.
  • An MBA is not required but a plus

License/Certification

• Business valuation credentials (eg, ASA, ABV, CVA, RICS, CEIV, etc.) or progress to obtaining is a must
• CFA or progress to obtaining is a plus