Managing Director, Intangible Asset Valuation

Overview

The Valuation & Capital Markets Analytics Managing Director leads, executes, and delivers challenging valuation engagements, overseeing projects from initial proposal preparation through completion. This role actively manages business valuation assignments and guides staff in the development of valuation work. 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 for emerging opportunities
• Contribute business development thought leadership, tools, and resources to the broader national platform
• Ensure client project delivery, including:
  • Performing 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 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 all 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 assist in developing goals and objectives to enhance professional development
• Provide periodic performance feedback and complete performance evaluations
• Act as a career advisor to VBA staff, as appropriate
• Perform other duties as required

Requirements

• Bachelor’s degree in Accounting, Finance, Economics or other relevant field, required
• 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

Preferred Qualifications

• Master’s in Business Administration
• CPA, CFA, AM, ASA or other valuation industry credentials

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 multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and manage multiple projects simultaneously
• Ability to effectively manage a team of valuation professionals and delegate work assignments
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage a team environment on engagements and contribute to professional development
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to interact effectively with professionals at all levels

Software

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

Travel

• Intermittent travel within the US and internationally required

Compensation & Benefits

Individual salaries 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

Benefits may be subject to eligibility requirements.

Location

• Maryland
• NYC/Long Island/Westchester