COMPLEX SECURITIES SENIOR MANAGER, VALUATIONS

Armanino McKenna Certified Public Accountants & Consultants
CA, United States
$144.9K-$226.8K a year
Full-time

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Public Accounting and Consulting Firms in the Nation and one of the Best Places to Work.

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check out of life when you check in at work.

That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of intelligent and supportive people, willing to listen to your ideas.

Armanino LLP's Valuation & Financial Modeling (VFM) Practice assists start-ups, private and public companies, estates, attorneys, as well as venture capital and private equity firms with business, intangible, and tangible asset valuation, and custom financial modeling services.

Armanino's VFM team has a track record of delivering industry-leading expertise and value to clients across various industries and consulting assignments

Growth is in our DNA and we want you to be part of the journey. Armanino VFM is a full-service practice and recently added music royalty and name, image, and likeness valuations to our capabilities.

We are an entrepreneurial and dynamic team of former Big 4, national firm, and other industry specialists.

Job Responsibilities

  • Manage, review, and deliver complex security valuation component of business valuation projects for 409A, financial reporting (ASC 805), audit review support (SAS 73), and management planning purposes
  • Manage, mentor, and develop a team of analysts to support the Armanino complex security practice
  • Review, and from time to time, populate and run financial models, including PWERM, Bi-nominal lattice, Monte Carlo simulation, and Black Scholes models
  • Independently review and assess derivative, option, warrant, and other agreements as provided by clients to determine how best to value each complex security ensuring every factor from the agreement is taken into consideration
  • Manage multiple projects at one time ensuring all projects are completed on budget and on time.
  • Regularly attend scoping calls and proficiently scope new projects by providing realistic and achievable budget estimates for various projects
  • Network internally and externally to grow the business
  • Have ownership of, and manage, key initiatives and metrics

Requirements

  • Bachelor's degree, preferably in business, accounting, finance, statistics, mathematics, engineering, or equivalent work experience
  • Minimum of 8 years of valuation experience within a business valuation firm or valuation practice of an accounting or consulting firm
  • Minimum of 3 years of experience in supervising the work of others
  • Prior experience dealing with and interacting with external reviews (auditors, IRS, etc.)
  • Proficiency in Crystal Ball, R, or Python
  • Prior experience effectively resolving external review issues (auditors, IRS, etc.)
  • Strong client communication skills
  • Good report writing skills, financial modeling skills, the ability to work well in a team environment
  • Ability to develop external relationships (networking, referral sources, etc.) and the desire and ability to bring new clients into the business
  • Strong client management, consulting, communication, and leadership skills managing expectations and delivering high quality solutions on-time within scope and budget
  • Detail oriented, flexible, and responsive

Preferred Qualifications

Relevant professional and / or valuation designation(s) including, but not limited to : ASA, CPA, CFA, CEIV, CVFI, ABV, or CVA highly preferred

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,?

transfer, leaves of absence, compensation and training.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

Improper interference with the ability of Armanino's employees to perform their job duties may result in discipline up to and including discharge.

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time.

Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges.

For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees.

In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.

Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position : $144,900 - $226,800.

Compensation may vary based on skills, role, and location.

Armanino has a robust offering of benefits, including :

  • Medical, dental, vision
  • Generous PTO plan and paid sick time
  • Flexible work arrangements
  • 401K with Profit Sharing
  • Wellness program
  • Generous parental leave
  • 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance

To view our Consumer Notice at Collection for job applicants, please visit : https : / / www.armanino.com / terms / ccpa-employee-notice /

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

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