Valuation Manager/Director

AP is thrilled to partner exclusively with a local firm in search of a Valuation Professional.  This role will lead and support the valuation team as they continue to be a well sought-after line of business.  The organization provides opportunity for upward mobility, flexibility, work/life balance and autonomy.  Don’t miss out on this unique chance to join a well-respected company that is invested in all their talent!

• Interact with various third-party service providers to ensure outstanding support of business transactions.
• Documenting policies, procedures, and testing methods
• Building quantitative models by translating the finance to an appropriate math formulation
• Assist in preparing valuation reports, letters, and other client deliverables.
• Proactively identify, quantify, and communicate the risks inherent in the fair value of investments.
• Present to senior management, trustees, regulators, and auditors
• Coordinate with relevant business partners to ensure alignment of objectives.
• Engaging with clients across all levels
• Preparing detailed technical analysis
• Lead the delivery of a wide variety of valuation assignments.
• Apply appropriate valuation methodologies, including market multiples.
• Execute business valuations, value calculation including financial modeling and advisory engagements, performing business and financial analysis, conducting industry research, report writing and proposal preparation.
• Manage and supervise staff in day-to-day work.

• BS Degree in Finance, Accounting, Economics, Business Administration preferred.
• Certified Valuation Analyst (CVA) Certification required.
• CPA Certification preferred.