JOB SUMMARY

As a Manager within the Valuation team, you will be a key member of our current and future growth, responsible for leading and overseeing complex valuation engagements for our clients and mentoring staff. Leveraging your expertise in financial analysis, market research, and valuation methodologies, you will guide a team of professionals in delivering high-quality valuation services. This role offers a unique opportunity to lead and shape the strategic direction of our valuation practice while providing important insights to our clients.

JOB DESCRIPTION

• Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis
• Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies
• Prepare detailed valuation reports and presentations
• 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
• Assist management in planning and managing engagement activity and follow through to achieve results
• Demonstrate technical knowledge effectively through written and verbal communication
• 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
• Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement’s day-to-day tasks and activities
• Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparable, 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

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in accounting, finance, economics, or a related field
• 4 – 6 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

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

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.