Managing Director, Business Valuation Intangible Assets

Overview

The Valuation & Capital Markets Analytics Managing Director leads, executes, and delivers valuation engagements. The role manages end-to-end project work—from proposal preparation through completion—while overseeing business valuation assignments and guiding staff development. The Managing Director also supports business development activities and appraisal reviews.

Responsibilities

• Execute the office business development plan in conjunction with the Valuation leader
• Build relationships with key executives and stakeholders to support growth across office business lines and industries
• Coordinate with Alliance Firms and international firms as appropriate on opportunities
• Contribute valuation thought leadership, tools, and resources to the national platform
• Ensure client project delivery, including:
  • Conducting related 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 supporting valuation analyses
  • Preparing exhibits and memos illustrating complex issues
  • Ensuring quality controls are adhered to across work products
  • Participating in internal and external client meetings
• Supervise day-to-day workload of Valuation and Business Analytics (VBA) staff on assigned engagements and review work product
• Train VBA staff on relevant valuation databases and models
• Evaluate VBA staff performance and support development of goals and objectives to enhance professional development
• Provide periodic performance feedback and complete performance evaluations
• Serve as a career advisor to VBA staff, as appropriate
• Perform other duties as required

Qualifications

• 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 to mid-size 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)

Skills & Abilities

• Superior oral and written communication skills
• Superior analytical and research skills
• Strong organizational skills, including meeting project deadlines with attention to detail
• Ability to multitask while working independently or in a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capacity to manage a team of valuation professionals and delegate assignments as needed
• Ability to build and maintain strong relationships with internal and client personnel
• Ability to encourage a team environment on engagements and support professional development
• Executive presence and ability to serve as primary contact on assigned engagements
• Ability to interact effectively with professionals at all levels
• Intermittent travel within the US and internationally (required)

Software

• Proficient in Microsoft Office Suite, specifically Excel, PowerPoint, and Word
• Prior experience with Capital IQ and Bloomberg (preferred)

Compensation & Benefits

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

Individual salaries are determined after consideration of numerous factors including qualifications, experience, skills, and geography.

Benefits may be subject to eligibility requirements.

Location

• Maryland
• NYC/Long Island/Westchester
• National (US)

Equal Opportunity Employer

Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.