Principal - Valuation

CliftonLarsonAllen•New York City, NY

About The Position

CLA is seeking a Principal to join its Valuations team. The role drives firm growth by developing new client relationships and delivering integrated firm capabilities, while building recognition and impact in industry and community. The Principal develops opportunities for CLA’s Valuation practice by delivering services that support financial reporting, business and management planning, mergers, acquisitions, dispositions, gift and estate tax reporting, tax planning and restructuring, litigation and dispute support, and strategic planning. The Principal leads firm-wide valuation services across business enterprises, intellectual property, intangible assets, and complex financial instruments. The role also develops integrated valuation solutions and capabilities for complex assignments, strengthens collaboration across firm practices, builds high-performing teams, and supports operational excellence and sustainable growth. The position carries Client Relationship Leader responsibilities.

Requirements

At least 8 years of relevant experience.
Bachelor’s degree in Accounting, Finance, or a related field.
ABV, ASA, CVA, or related certification.

Responsibilities

Drive firm-wide delivery of valuation services involving business enterprises, intellectual property, intangible assets, and complex financial instruments.
Develop integrated valuation solutions for equity, debt, derivatives, and structured securities across regulatory, transactional, tax, and litigation matters.
Build firm capabilities for complex valuation assignments, including economic damages, Foreign Corrupt Practices Act investigations, and white-collar crime defense.
Drive methodological rigor, defensibility, and strategic relevance across valuation reports, financial models, exhibits, and expert testimony materials.
Build seamless delivery across Valuation, Assurance, Tax, Forensics, Litigation, and Investigations capabilities to address complex client needs.
Develop high-performing teams and a strong culture by building technical capabilities, aligning talent with firm priorities, and creating opportunities for collaboration, learning, and shared success.
Drive operational excellence through billing awareness, resource alignment, engagement economics, realization, quality, and consistent delivery across the practice.
Translate regulatory, legislative, litigation, transaction, and market developments into thought leadership, client insights, service innovation, and growth opportunities.
Develop new client and referral relationships and translate opportunities into sustainable firm growth through integrated CLA capabilities.
Carry Client Relationship Leader responsibilities.