Overview
A regional firm with national resources is seeking a Valuation Services Director to lead and execute complex valuation engagements across a diverse client portfolio. This role involves conducting financial analyses and market research to determine the fair market value of businesses, intangible assets, and other financial interests. The position includes preparing comprehensive reports, supporting documentation, and delivering presentations to clients.
Responsibilities
- Support financial analyses, assessments, and appraisals to determine the value of businesses or assets.
- Conduct comparative market research to establish fair market value.
- Compile and analyze financial data, industry trends, and relevant economic information.
- Prepare valuation reports, appraisals, and supporting documentation.
- Perform onsite inspections or asset reviews to verify asset condition and characteristics.
- Adjust financial statements and develop discount rate analyses.
- Participate in due diligence activities related to M&A transactions, purchase price allocations, and goodwill impairment measurement.
- Mentor and guide junior staff, delegate tasks, and review their work for accuracy.
- Interact with clients and prospects, including delivering presentations and participating in planning and quoting.
- Contribute to proposal development and budgeting for new engagements.
Requirements
- Bachelor's degree in accounting, finance, or a related field; master's degree preferred.
- ABV, ASA, or CVA certification highly preferred.
- Minimum of 7 years of experience with business valuation projects within a CPA or advisory firm.
- Experience in intellectual property valuations, 409(a) valuations, employee stock option plans, valuations of business entities and intangible assets (ASC 805 & ASC 820), and/or purchase price allocations is highly preferred.
- Collaborative mindset with a commitment to continuous learning.
- Ability to work efficiently in a fast-paced environment while maintaining accuracy and meeting deadlines.
- Strong verbal and written communication skills, including advising clients and communicating solutions.
- Proficiency in relevant valuation transaction databases.
Compensation & Benefits
- Competitive salary with performance-based incentives.
- Comprehensive benefits package.
- Flexible remote work environment based in Florida.
- Opportunities for professional growth and career advancement.
- Supportive and collaborative team culture.
Location
- Remote position based in Florida.
The organization is an equal opportunity employer committed to diversity and inclusion in the workplace.