About this role
Job Summary:
The Valuation & Capital Markets Analytics Senior Manager is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion. In this role, the Senior Manager 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 Senior Manager will be charged with assisting with business development activities and appraisal reviews.
Job Duties:
- Oversees multiple projects from a technical aspect and is responsible for the economics and profitability.
- Directs junior staff regarding the following: Performing related company, industry and economic research
- Analyzing client financial statements
- Constructing financial models
- Assessing operational profitability and financial conditions
- Developing and reviews cash flow forecasts
- Performing benchmark analysis
- Documenting and maintaining all appropriate aspects of work product, including but not limited to adherence to quality controls
- Composing narrative reports in support of valuation analyses
- Preparing necessary exhibits and memos in illustration of complex issues. Participates in internal and external client meetings
- Assists and provides guidance to peers and staff members in the development of project plans and timelines for deliverables
- Responsible for business development activities, such as speaking events, proposal preparations and networking.
Supervisory Responsibilities:
- Supervises the day-to-day workload of Valuation & Capital Markets Analytics Managers, Senior Associates and Associates on assigned engagements and reviews work product
- Ensures Valuation & Capital Markets Analytics Managers, Senior Associates and Associates are trained on all relevant valuation databases and models
- Evaluates the performance of Valuation & Capital Markets Analytics Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
- Delivers periodic performance feedback and completes performance evaluations for Managers, Senior Associates and Associates
- Acts as Career Advisor to Valuation & Capital Markets Analytics Managers, Senior Associates and Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelor’s degree in Accounting, Finance, Economics or other relevant field, required
- Master’s in Business Administration, preferred
Experience:
- Eight (8) or more years of business valuation experience in a Big 4 or national basis, required
- Significant experience in business valuation and intangible assets, required
- Prior experience in financial reporting valuation and appraisal review
License/Certifications:
- CPA, CFA, AM, ASA or other valuation industry credentials, preferred
- Software:
- Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
- Prior experience with Capital IQ and Bloomberg preferred
Language:
- N/A
Other Knowledge, Skills & Abilities:
- Superior oral and written communication skills
- Superior analytical and research skills
- Solid organizational skills especially ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Capable of effective managing a team of valuation professionals and delegating work assignments as needed
- Capacity to build and maintain strong relationships with internal and client personnel
- Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
- Executive presence and ability to act as primary contact on assigned engagements
- Ability to successfully interact with professionals at all levels
- Ability for intermittent travel within the US and internationally required
Individual 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: $190,000 - $215,000 Maryland Range: $190,000 - $215,000
NYC/Long Island/Westchester Range: $190,000 - $215,000