Valuation & Capital Markets Analytics Managing Director
Job Summary : The Valuation & Capital Markets Analytics Managing Director is responsible for leading, executing and delivering challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion. In this role, the Managing Director is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Valuation & Capital Markets Analytics Managing Director will be charged with assisting with business development activities and appraisal reviews.
Job Duties :
- Executes office business development plan in conjunction with the Valuation leader
- Builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries
- Understands how to work with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise
- Contributes business development thought leadership, tools and resources to the broader national platform
- Ensures Client Project Delivery including but not limited to :
Performing of related company, industry and economic research
Analysis of client financial statementsConstruction of financial modelsAssessment of operational profitability and financial conditionsDevelopment and review of cash flow forecastsPerforming of benchmark analysisDocumentation and maintenance of all appropriate aspects of work productComposition of narrative reports in support of valuation analysesPreparation of necessary exhibits and memos in illustration of complex issuesEnsuring of quality controls are adherence in association with all work productsParticipation in internal and external client meetingsOther duties as requiredSupervisory Responsibilities :
Supervises the day-to-day workload of Valuation and Business Analytics (VBA) Staff on assigned engagements and reviews work productEnsures VBA Staff are trained on all relevant valuation databases and modelsEvaluates the performance of VBA Staff and assists in the development of goals and objectives to enhance professional developmentDelivers periodic performance feedback and completes performance evaluations for VBA StaffActs as Career Advisor to VBA Staff, as appropriateQualifications, Knowledge, Skills and Abilities :
Education :
Bachelor's degree in Accounting, Finance, Economics or other relevant field, requiredMaster's in Business Administration, preferredExperience :
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 requiredSignificant experience in business valuation and intangible assets requiredPrior experience in financial reporting valuation and appraisal review requiredLicense / Certifications :
CPA, CFA, AM, ASA or other valuation industry credentials preferredSoftware :
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and WordPrior experience with Capital IQ and Bloomberg preferredOther Knowledge, Skills & Abilities :
Superior oral and written communication skillsSuperior analytical and research skillsSolid organizational skills especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentProven ability to work in a deadline-driven environment and handle multiple projects simultaneouslyCapable of effective managing a team of valuation professionals and delegating work assignments as neededCapacity to build and maintain strong relationships with internal and client personnelAbility to encourage team environment on engagements and contribute to the professional development of assigned personnelExecutive presence and ability to act as primary contact on assigned engagementsAbility to successfully interact with professionals at all levelsAbility for intermittent travel within the US and internationally requiredIndividual salaries that are offered to a candidate 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