Valuation Advisory Services Partner

Remote Full-time
Job Description: • Lead the pursuit of high-value valuation engagements across financial reporting (ASC 805, 350, 718, 820), tax compliance, and transactional advisory. • Develop and execute a robust go-to-market strategy to expand the Firm’s footprint in the middle-market and Alternative Investment sectors. • Act as a brand ambassador, representing the Firm at industry conferences and in thought leadership publications. • Manage the financial performance of the valuation service line, focusing on utilization, realization rates, and margin improvement. • Oversee the next generation of offshore development. • Modernize delivery models by integrating advanced technology and AI-driven workflows to enhance accuracy and efficiency in due diligence. • Mentor and develop a high-performing team of 35+ professionals, ensuring a pipeline of future leadership. • Partner with leaders in M&A Advisory, Tax, and Audit to provide integrated solutions for clients throughout the investment lifecycle. • Identify opportunities for "warm-lead" generation between service lines, ensuring Valuation is positioned as a value-add to existing client relationships. • Collaborate with the Private Equity Industry group to support fund-level valuations and portfolio company assessments. Requirements: • 15+ years of experience in valuation services, with at least 5 years at the Director or Partner level within a national accounting or boutique valuation firm. • Deep expertise in complex security modeling, discounted cash flow (DCF), and guideline public company/transaction methods. • CPA, ABV, ASA, or CFA charter holder required. • Proven track record of originating $2M+ in annual professional fees. • A collaborative, "one-firm" mindset with the ability to navigate a matrixed professional services environment. Benefits: • Competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. • Annual bonus • Medical, dental, and vision care • Disability and life insurance • Generous Paid Time Off • Retirement plans • Paid Care Leave • Programs dedicated to enhancing personal and work life and providing financial protection for employees and their families.
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