Additional Information
JOB SUMMARY
The Principal is a leader in our firm who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities. The Principal may either be a subject matter expert, client service expert, or both. The Principal assists partner in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.
JOB DESCRIPTION
Appropriately manage risk and ensure quality control procedures are being executed
Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services
Demonstrate technical knowledge effectively through written and verbal communication.
Provide strategic insights to clients by evaluating financial risks and opportunities associated with their assets, businesses, or investments
Lead a team of valuation professionals, providing mentorship, guidance, and training to enhance their technical skills and professional development
Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
Mentor and train new staff in areas of expertise and responsibility
Oversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiency
Serve as a subject matter expert in valuation methodologies, industry trends, and regulatory requirements
Provide expert guidance on complex valuation issues and collaborate with team members to ensure the highest quality of work
Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysis
Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software
Stay up-to-date with industry developments and contribute to the firm's thought leadership by delivering presentations, and participating in relevant industry events
Supervisory responsibilities
Will supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in accounting, finance, economics, or a related field
8 - 12 years in relevant position
Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation
Preferred education and experience
Master's degree in accounting, finance, economics, or a related field
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.
For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $204,000 to $288,000.
Uhyus · New York, NY