Business Valuation Senior Consultant

Dean Dorton • Lexington, KY

8h • Hybrid

About The Position

The Business Valuation Senior Consultant is an experienced individual contributor responsible for leading defined workstreams within valuation engagements, completing complex analyses, and supporting Managers and Directors with engagement execution and client delivery. This role combines advanced valuation expertise with day-to-day project coordination, client communication, and coaching of Associates. The Senior Consultant develops and reviews valuation models, prepares reports and presentations, coordinates assigned deliverables, and identifies issues that require escalation. This individual may serve as the day-to-day contact for assigned portions of an engagement but does not hold final responsibility for engagement scope, pricing, profitability, or formal team member performance management.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related field required.
• Minimum of four (4) to six (6) years of experience in business valuation or financial consulting, including supervisory experience.
• Strong analytical and problem-solving skills with advanced Excel and financial modeling proficiency.
• Excellent written and verbal communication skills, including experience drafting valuation reports.
• Proven ability to manage multiple projects and priorities in a deadline-driven environment.
• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
• Business Valuation Resources (BVR), Kroll, and TagniFi
• Power BI or other data visualization tools
• Clio case management software
• CaseWare, Adobe Acrobat, and other forensic or litigation support tools

Nice To Haves

• CPA,CVA, ASA, or ABV designation (or active pursuit) strongly preferred.

Responsibilities

• Lead defined workstreams and significant portions of business valuation engagements under the direction of Managers and Directors.
• Perform complex valuation analyses for operating businesses, ownership interests, and intangible assets for transaction, tax, financial reporting, strategic planning, and litigation purposes.
• Develop and refine valuation models using income, market, and asset-based approaches, documenting key assumptions, sources, and conclusions.
• Review workpapers, valuation models, and supporting analyses prepared by Associates for accuracy, completeness, and consistency with engagement objectives.
• Perform financial modeling, industry research, economic analysis, and market research to support valuation conclusions.
• Research and interpret valuation standards and industry data, applying professional judgment to client facts and circumstances.
• Prepare clear, concise, and well-supported valuation reports, schedules, exhibits, and presentations for review by engagement leadership.
• Coordinate document requests and analyze financial statements, tax returns, forecasts, contracts, and operational data relevant to the valuation.
• Identify potential technical, data, or engagement risks and communicate them promptly to Managers or Directors.
• Maintain technical proficiency with applicable standards, including AICPA, ASA, and NACVA guidance, and with software tools used in valuation engagements.
• Maintain organized, well-supported workpapers and follow firm quality-control standards throughout the engagement.
• Serve as the day-to-day contact for assigned workstreams, communicating effectively with clients and internal stakeholders while keeping engagement leadership informed.
• Coordinate workflow for assigned portions of multiple engagements, tracking priorities, deliverables, and deadlines.
• Monitor time and progress against the engagement plan and communicate potential scope, budget, or scheduling concerns to Managers and Directors.
• Communicate complex valuation findings clearly and translate technical results into practical insights for clients and internal stakeholders.
• Exercise sound judgment and increasing independence while seeking guidance on complex, unusual, or high-risk matters.
• Review Associate work and provide timely coaching, technical guidance, and constructive feedback.
• Contribute to strong client relationships through responsiveness, reliability, preparation, and thoughtful communication.
• Collaborate with Managers, Directors, and professionals across service lines to support proposals, engagement planning, and coordinated client solutions.
• Manage multiple priorities and adapt to evolving client, engagement, and team needs.
• Demonstrate professionalism, integrity, objectivity, and confidentiality in all interactions.
• Support business development activities, including proposal preparation, research, marketing initiatives, and networking activities.
• Mentor Associates and interns through coaching, knowledge sharing, and on-the-job support.
• Participate in internal initiatives focused on process improvement, methodology development, quality, and training.
• Support recruiting and onboarding activities within the Valuation Services practice.
• Develop deeper expertise in an industry vertical or valuation niche and share relevant knowledge with the team.
• Contribute to the development of internal resources, templates, and best practices.
• Participate in firm-wide events, committees, and community activities that support Dean Dorton's culture.
• Commit to ongoing professional learning and credential attainment to strengthen technical expertise and client service quality.

Benefits

• Flexible work schedules and environment
• Unlimited Paid Time Off (PTO)
• Paid family leave, medical leave, and maternity/paternity leave programs
• Retirement benefits, including a best-in-class employer match and automatic profit sharing.
• Telemedicine, mental health resources and wellness program reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level