Job Responsibilities - Manage, review, and deliver business valuation projects for the following purposes: financial reporting purposes (ASC 805/ASC 350), gift and estate tax, 409A/ASC 718, management planning, litigation support, and/or M&A
- Manage, mentor, and develop a team of analysts to support the Armanino business valuation practice
- Review, manage, and from time to time perform financial modeling, for financial models that include the income, asset and market approaches to business valuation
- Work with managers and staff to ensure all projects in the pipeline are completed on budget and on time
- Regularly attend scoping calls and proficiently scope new projects by providing realistic and achievable budget estimates for various projects
- Manage and cultivate key client relationships ensure frequent communication with contacts throughout the valuation process
- Network internally and externally to grow the business
- Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R
Requirements - Bachelor's degree, preferably in business, accounting, finance, statistics, mathematics, or engineering
- Minimum of 8 years of valuation experience within a business valuation firm or valuation practice of a CPA firm
- At least one of the following relevant professional and/or valuation designation(s) including, but not limited to: ASA, CPA, CFA, CEIV, CVFI, ABV, or CVA highly preferred
- Prior experience effectively resolving external review issues (auditors, IRS, etc.)
- Strong client communication skills
- Good report writing skills, financial modeling skills, the ability to work well in a team environment
- Ability to develop external relationships (networking, referral sources, etc.) and the desire and ability to bring new clients into the business
- Strong client management, consulting, communication, and leadership skills managing expectations and delivering high quality solutions on-time within scope and budget
- Detail oriented, flexible, and responsive
Preferred Qualifications - More than one of the following relevant professional and/or valuation designation(s) including, but not limited to: ASA, CPA, CFA, CEIV, CVFI, ABV, or CVA highly preferred
Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $183,400 - $249,700. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
