Stout’s Valuation Advisory professionals help clients gain confidence by bringing clarity to the most complex valuation matters. As one of the largest independent valuation practices in the country, we provide specialized experience across a broad spectrum of industries, asset classes and geographies.Vice Presidents will work on a variety of assignments, including the valuation of private debt and equity portfolios, complex securities and various strategic initiatives supporting Stout’s expansion objectives. This professional will manage a team of professionals responsible for production of valuation analysis and servicing client relationships.What You’ll Do
- Core valuation skills needed: ASC 805 Purchase Price Allocation; ASC 350/360 Goodwill Impairment; IRC 409A stock-based compensation; ASC 718 expense reporting; and possibly complex securities experience.
- Perform corporate, fund, and asset valuations, including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, purchase price allocations, goodwill impairment testing, stock option analysis, and illiquid debt investments.
- Lead the preparation and review of valuation reports and presentation materials.
- Develop client interaction and participate in due diligence meetings.
- Provide valuation services for management planning and strategy.
- Conduct and oversee company, industry, and economic research.
- Analyze general economic conditions and industry-specific conditions and trends.
- Participate in the hiring and training of interns, analysts, and associates.
- Deliver comprehensive valuation services to address financial, tax, and regulatory needs for investment funds and individual companies.
- Leverage AI-enabled tools and emerging technologies to enhance research, streamline deliverable preparation, and improve overall efficiency and insight.
- A bachelor’s degree in finance, accounting, financial engineering, mathematics, or another quantitative field is required.
- Minimum 5 years of experience in business valuation. The preferred candidate will have prior experience in purchase price allocations, impairment testing and other financial reporting related assignments, estate and gift tax valuation, transaction opinions, and corporate tax valuations.
- Strong knowledge of key financial models and valuation methodologies.
- Professional designations such as CFA, ASA, CPA, or CEIV are preferred.
- Proficient in valuation approaches related to private debt, equity, asset-based finance, and other complex financial instruments.
- Intermediate/advanced understanding of economics, financial theory, and/or principles of accounting.
- Excellent verbal and written communication skills.
- Proficient computer skills (Excel, Word, and PowerPoint). Knowledge of Python and/or Tableau / Power BI is a plus.
- Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis (preferred, not required).
- Lead, mentor, and coach junior team members, providing ongoing guidance, constructive feedback, and development opportunities to support their professional growth and success.
- Relationship-focused with clients, peers, and management.
- Excels in a team-oriented work environment with a positive and enthusiastic attitude.
- Shows creativity in problem solving.
- Professional presence and detail-oriented.
- Self-motivated with a strong work ethic and entrepreneurial mindset.
- Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
- Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
- Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
- Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
- Communicate effectively and respond promptly, ensuring clarity and with stakeholders.
- Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
- Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
- Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
