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Valuations Manager / Director

Valuations Manager / Director

PKF O'Connor DaviesStamford, CT, United States
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Overview

Valuations Manager / Director role at PKF O’Connor Davies. The Valuation Services team provides support and consulting services to clients with an emphasis on business valuation, including valuations of closely held companies, intangible assets, derivatives, and other assets / liabilities for tax and financial statement reporting, mergers and acquisitions, strategic planning, and other purposes.

Responsibilities

  • Overall daily management of engagements
  • Design scope of work for engagements
  • Ensure quality control and accuracy of client deliverables
  • Develop and maintain sustainable client and referral relationships
  • Develop complex financial analyses and financial models
  • Review and analyze client financial data, market data, industry data, and economic data
  • Improve internal processes, procedures, policies, analyses, and models
  • Prepare and review valuation analyses and reports of businesses and equity interests for tax and regulatory compliance, restructuring and reorganization, strategic planning, transaction advisory, and litigation purposes
  • Actively pursue and assist in business development efforts, including collaboration with other PKFOD practices
  • Supervise, mentor, and develop staff; provide performance feedback and training
  • Communicate the status of engagements and deliverables on a regular basis

Qualifications

  • Bachelor’s degree in Finance, Accounting, Business Administration, or related field
  • ASA and / or CFA designation (or significant progress toward the designation and expected to be obtained within 2 years) and / or CPA / ABV designation
  • 6+ years of business valuation experience (tax, transactional, litigation) with a Big 4, Top 20 public accounting and advisory firm, or national valuation firm
  • Ability to work independently on multiple engagements with competing priorities in a fast-paced environment
  • Strong analytical and financial modeling skills
  • Strong knowledge of corporate finance and financial accounting
  • Experience working with Capital IQ
  • Proven ability to effectively interact with senior client personnel and key decision-makers
  • Ability to recognize opportunities for other advisory and compliance services
  • Testifying experience on valuation matters is a plus
  • Ability to work additional hours as needed to meet client deliverables
  • Local travel to client locations and / or other PKFOD offices may be required
  • Compensation & Benefits

    Actual compensation will be dependent upon the specific role, office location, and the individual’s qualifications, experience, skills, and certifications. PKFOD offers a comprehensive benefits and compensation package, including :

  • Medical, Dental, and Vision plans
  • Basic Life, AD&D, and Voluntary Life Insurance
  • 401(k) plan and Profit-Sharing
  • Flexible Spending & Health Savings accounts
  • Employee Assistance, Wellness, and Work-life programs
  • Commuter & Parking benefits
  • Inclusive Parental Leave Benefits
  • Generous Paid Time Off (PTO) and paid firm holidays
  • Community & Volunteering programs, Recognition & Rewards, Training & Certification programs
  • Discretionary Performance Bonus
  • We are interested in all qualified candidates who are authorized to work in the United States. PKF O’Connor Davies cannot sponsor work visas.

    PKFOD is an equal opportunity employer. The firm is committed to providing equal employment opportunity regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation, or any other status protected by law.

    Locations

    Boston, MA; Woburn, MA; Providence, RI or CT (Stamford, Shelton or Wethersfield).

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    Manager Valuation • Stamford, CT, United States

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