Valuation Manager

Summary

Join our team as a key leader and become our skilled and client-focused Valuation Manager. You will help grow and manage our Firm services within Transaction Advisory/Mergers & Acquisitions. Manage and execute valuation engagements in areas such as gift/estate tax, financial reporting, and exit planning. Help clients understand, analyze, and respond to the implications of valuation engagements. Lead project scheduling and coordination, and develop/train staff. Work cross-departmentally with other Boulay Departments. The position offers a competitive salary and a wide range of benefits.

Requirements

• Bachelor's degree
• 6+ years of overall experience and 4+ years of related experience
• Proven understanding of generally accepted valuation approaches (i.e. cost, market and income approach)
• Demonstrated career progression, including assuming additional responsibility for deliverables to clients, senior engagement team members, etc
• Demonstrated financial and valuation modeling capabilities with an ability to work with imperfect or incomplete information
• Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, toward the successful completion of a project

Responsibilities

• Manage all aspects of an engagement including
• Scoping client needs and issues
• Crafting an engagement approach
• Selecting and executing appropriate methodology
• Supporting your conclusions in a standards-compliant report
• Supervising staff and reviewing their work
• Communicating with clients throughout the project
• Adhere to but propose improvements upon processes, templates, formats, etc
• Assist, if needed, in the project proposal process (including pre-scoping engagements and investigating client needs)
• Adhere to the highest degree of professional standards and strict client confidentiality
• Assist management in motivating staff and building morale
• Share knowledge, train, educate, and serve as a role model for less experienced staff

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home