Valuation Principal

Position Summary The Principal will play a key role in growing and operating all facets of the Valuation & Advisory Services (“VAS”) with the other VAS leaders.

Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity
Tasks and SkillsStrategyAlign with and be a driving force of the business plan of VASHave a long-term vision and self-motivation to be a steward of growth and changeMarketing and Business DevelopmentProactively and effectively contribute to the marketing and business development efforts of VASHave a proven track record of past activities that produced financial resultsAccount Management and Operational ExcellenceExemplify industry best practices in client service, relationship management, and day-to-day quality and risk management of running VASBeing technically strong in business valuation is a mustLeadership and TeamworkReflect the highest professionalism and business acumen in all interactions with clients and team membersBe a respected leader and team player, mentoring and guiding the team to meet and exceed their objectivesHave prior experience successfully leading and being a team player of a group of business valuation professionalsFinancial PlansMeet and exceed financial targets set forth for the Principal individually and for VASPrior track record of generating and managing $1.5+ million in annual revenue
Experience and EducationEducationMinimum bachelor’s degreeField of study in business administration, finance, economics, or accounting is preferred yet not required as other quantitative fields of study could be relevant such as mathematics, statistics, engineering, etc.An MBA is not required but a plusExperience10+ years of experience in core business valuation services is requiredPrior experience working at a Big 4 or Top 10 accounting advisory firm is preferredCredentialsCFA or progress to obtaining is a plusBusiness valuation credential (e.g., ASA) or progress to obtaining is a plusFINRA licenses (e.g., Series 7, 63, 79, etc.) or progress to obtaining is a xzbcwsv plus
WHAT WE OFFERGreat Culture | Team-like culture of a small office with the benefits of a large firmCompetitive Compensation | Based on the role, credentials, and experienceComprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO
For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $190,000 to $275,000.