Overview
This role involves leading and managing complex business valuation and strategic advisory engagements, delivering clear, data-driven insights, and facilitating high-level strategy development with C-suite clients. Responsibilities include overseeing advanced financial analyses, supporting business development, mentoring team members, and representing the organization in client meetings and industry events.
Responsibilities (Essential Duties)
- Lead and manage complex business valuation and strategic advisory engagements, ensuring successful execution and high client satisfaction
- Serve as a strategic partner to C-suite executives, advising on mergers and acquisitions, capital planning, succession, and other high-impact business initiatives
- Oversee the preparation and review of advanced financial models and valuation analyses, delivering clear, data-driven insights and recommendations
- Facilitate high-level strategy development sessions, helping clients design and implement actionable plans to achieve long-term business objectives
- Identify opportunities to expand existing client relationships by proactively offering additional services aligned with evolving client needs
- Collaborate with firm leadership on growth strategies, business development initiatives, and service line innovation
- Provide mentorship and coaching to junior and mid-level team members, supporting professional development and deepening technical expertise in valuation and advisory
- Represent the organization in client meetings, industry events, and networking opportunities to enhance visibility and thought leadership
- Perform other duties and maintain flexibility to take on a variety of responsibilities assigned by firm leadership
- Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity
Requirements
- 10+ years of experience in business valuation or related work
- CPA and/or ASA, along with one or more of the following credentials: CVA, ABV, CBA
- Bachelor’s degree in accounting or a related field
- Deep expertise in valuation methodologies and their application in diverse industries
- Proven experience advising senior executives and managing high-value client relationships
- Exceptional communication and presentation skills, with strong executive presence
- Strong passion for continual learning and a desire to master complex subject matter
- Ability to manage multiple large-scale engagements and lead cross-functional teams
- Strong business acumen with demonstrated ability to think strategically and entrepreneurially
- Experience with buy- and sell-side advisory, financial due diligence, or enterprise growth strategy
- Demonstrated track record of driving business development and expanding client accounts
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Compensation & Benefits
- Generous paid time off
- Comprehensive medical, dental, and vision coverage, plus life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter break (December 24 – January 1)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
- CPA exam support to help you succeed on the path to licensure
- Firm-sponsored events and spontaneous team activities
- Celebrations to mark milestones like the end of busy season and the holidays
- Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.