Business Valuation Manager

Job Summary: Provide management within the business valuation practice by communicating with clients, supervising business valuation staff, building and reviewing valuation models and serving as a leader within the firm on technical topics related to business valuation.

Business Valuation

• Experience with and advanced understanding of business valuation theory and principles set forth in the Statement on Standards for Valuation Services and the Uniform Standards of Professional Appraisal Practice
• Experience with valuation of intellectual property and other intangible assets
• Experience with valuations performed in connection with purchase price allocations
• Experience with valuations of complex financial instruments
• Experience with option price modeling including Black-Scholes and Monte Carlo simulations
• Experience with valuations in connection with shared-based compensation
• Analyze and research market data, including industry dynamics and financial conditions
• Review and analyze financial and economic data
• Review and build financial models, including an analysis of financial statements and adjustments to determine value
• Analyze tax returns and the effects of tax laws on determining value
• Ability to determine the impact of various legal documents on the valuation analysis
• Review valuation reports
• Research current valuation trends and case law

Supervisory

• Lead by example, actively live out and promote the firm's core values HT3 and service standards.
• Supervise employees in Business Valuation environment
• Coordinate caseload and delegate responsibilities for effective departmental management
• Process client billing in a timely manner
• Manage valuation projects for selected clients and assist in managing overall client relationships.
• Participate in department and firm administration, including active participation in the career development program through:
• Overseeing or assisting in the management of staff schedules and capacity
• Serving as a Career Advisor for assigned Advisees
• Assisting with the recruitment and selection of new team members
• Assisting in the training and development of the team.
• Maintain the economics of job performance by reviewing and working within Firm operational budgets and billing constraints.
• Use time management skills to identify process improvement opportunities.
• Assist in business development efforts, as requested
• Scope and price engagements
• Prepare presentations for client proposals, attorney presentations, etc.
• Participate in professional and business organizations in order to advance the profession and expand personal network
• Expected level of chargeable time is 1,400 billable hours, within the context of 2,200-hour year
• Compliance to the Firm's quality control standards

QUALIFICATIONS:

Basic Qualifications

• Bachelor's Degree, with an emphasis in Accounting, Finance or Economics
• Five (5) to seven (7) years business valuation, economic damage and/or litigation support experience
• Strong and effective verbal and written communication skills
• Strong analytical and research skills
• Excellent professional presence
• Proven ability to work in deadline driven environment
• Solid organizational skills with the ability to focus on multiple projects and meet various deadlines

Preferred Qualifications

• ABV, ASA, CFA, and/or CVA credential required
• Demonstrated ability to network, market, develop leads and generate revenues
• Expert witness testimony experience preferred but not required

PHYSICAL DEMANDS:

While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.